FINANCIAL SERVICES

Customers want to know their money and investments are managed well and will lead to
future financial security for themselves and for their families. A well-written mission statement earns the
trust of current and prospective clients by defining goals that speak to this need. Show your customers how
their finances are secure with a mission statement that tailors your services to their needs.

Banking

See the differences in missions between various types of banks, from community-sized to
global giants.

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Insurance Companies

Find ideas here that help showcase the insurance options your business provides to
protect assets and investments from potential loss.

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Real Estate Investment Trusts(REITS)

These descriptions help you define what type of REITs your business offers and the process used to invest in such properties.

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Accounting

Use these samples to help generate ideas and clarify how your company manages business documents, assets and investments.

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Investment Services

Start with these examples to help explain how your firm grows portfolios and expands businesses.

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