Foresman, Jerrod

Who We Are

Myrias Financial Management, Inc. is a program management and marketing firm dedicated to empowering financial institutions to seamlessly integrate financial planning and wealth management services into their branches. With extensive experience and a client-centric approach, we alleviate the burden of operating investment programs and advisors, allowing institutions to focus on their core business while expanding their service offerings.

Our Mission

Our mission is to elevate the financial performance and customer experience of financial institutions through tailored programs, strategic services, and expert guidance. We partner with banks, credit unions, and advisors to design and implement innovative financial management solutions that optimize operations, attract new customers, and maximize profitability.

Financial Management Programs

We craft customized financial management programs that align with the unique needs of each client. Our solutions include:

• Account opening and onboarding automation
• Portfolio management and review processes
• Customer segmentation and segmentation analysis
• Risk mitigation strategies and compliance support

Program Management and Marketing

Beyond our financial management programs, we offer comprehensive services to optimize every step of the process:

• Strategic planning and market analysis
• Program implementation and training
• Marketing and communication materials development
• Customer service and onboarding training

Consulting and Advisory

Our experienced team provides tailored guidance on:

• Business strategy development
• Regulatory compliance frameworks
• Risk management strategies
• Market analysis and competitive assessments

Training and Development

Empowering financial professionals is at the core of our training and development services:

• Skills workshops and training programs
• Executive coaching and mentoring programs
• Custom-designed learning modules

Our Team

Myrias Financial Management, Inc. boasts a dedicated team of seasoned professionals with extensive experience in:

• Financial consulting
• Program management
• Marketing and sales
• Wealth management and insurance
• Financial analysis and reporting

Our Commitment

Myrias Financial Management, Inc. is committed to exceeding client expectations through:

• Personalized and collaborative approach
• Data-driven insights and recommendations
• Transparent communication and reporting
• Continuous optimization and improvement