Our vision of financially successful customers is based on a simple premise: We believe customers across all business segments can be better served, and save time and money, if they bring their financial services to one trusted provider that knows them well, provides reliable guidance and advice, and can serve their full range of financial needs through a wide choice of products and services.

Our journey toward this customer-centered vision has required hard work, persistence, and determination. We’ve made steady progress toward this goal. But we still have much to accomplish. For example, our own customers still give a significant amount of their financial business to our competitors. Our job — central to our vision — is to make it easy for them to bring more of their business to us so we can satisfy their financial needs.

Our vision has nothing to do with transactions, selling products, or getting bigger for the sake of bigness. It’s about building lifelong relationships one customer at a time.