Sammons Institutional Group Expands Financial Institution Focus

Sammons Institutional Group Expands Financial Institution Focus

Sammons Institutional Group, member company of Sammons Financial Group, announced an enhanced strategy to further strengthen its support of financial institutions, reinforcing the firm’s long-standing commitment to serving distribution partners across the retirement marketplace.

Financial  Technology Insights: martini.ai Adds AI Financial Uploads for Instant Credit Insights

The initiative reflects continued investment in coverage, sales support, and specialized resources dedicated to helping financial institutions meet evolving client needs while remaining fully integrated within Sammons Institutional Group’s broader distribution framework.

“This is about deepening relationships and being even more intentional in how we support financial institutions,” said Greg Bonzagni, Vice President and Head of Sales at Sammons Institutional Group. “By aligning dedicated resources to these groups, we’re better positioned to deliver consistent, high-quality support while continuing to collaborate closely with all of our distribution partners.”

As part of the strategy, Sammons Institutional Group has streamlined and enhanced coverage for financial institutions through its Sammons Retirement Solutions distribution channel. The updated model includes a business development team, expanded internal and external sales resources, and leadership dedicated to strengthening engagement within financial institutions.

Financial  Technology Insights: Deluxe Partners With Visa to Launch dlxFastFunds

In addition, these groups will have access to Sammons Institutional Group’s Practice Management and Advanced Sales specialists, who provide consultative programs designed to support advisor development and program growth.

Financial  Technology Insights: Fiserv and Microsoft Deepen AI Collaboration

“This enhanced focus allows us to meet partners where they are today, while building for the future,” added Bonzagni. “It’s a natural evolution of how we support institutions grounded in collaboration, alignment, and shared growth.”

To share your insights with the FinTech Newsroom, please write to us at info@intentamplify.com

Source : businesswire

Share With
Contact Us