20 Financial Mission Statement Examples
Trough these financial mission statement examples you will learn the fundamental purpose of a financial institution or individual’s financial activities. It’s an important part of directing their operations and investments while helping them to remain focused on their goals.
Financial mission statements provide specific guidance on what behavior requires to be successful. They also serve as a reference point for decision making, ensuring decisions are in line with the financial institution or individual’s values and doctrine.
In this article, we’ll look at 20 financial mission statement examples to help you create your own.
Financial mission statement examples
1. Westpac: “Our goal is to build, manage and protect wealth through financial planning and advice, backed by our dedication to providing the highest quality service and experience to ensure clients are confident and successful.”
2. JPMorgan Chase: “We are dedicated to helping our customers, clients, colleagues and communities achieve their financial goals.”
3. HSBC: “We strive to enable people and businesses to prosper, enabling a higher quality of life for our customers and communities, and supporting a sustainable, secure future.”
4. Wells Fargo: “We are committed to helping customers and communities succeed financially. We focus on a customer-first approach and build long-term relationships based on integrity, service and understanding.”
5. Bank of America: “We believe that financial success is more than just profits and returns. We are committed to helping our customers achieve their financial goals, while also having a positive impact on the communities we serve.”
6. Citigroup: “We strive to provide our clients with the products and services they need to achieve their financial goals in an efficient and cost-effective manner.”
7. UBS: “We seek to provide our clients with the highest quality of service possible, while also emphasizing expertise, knowledge and innovation in our financial decision making and investment strategies.”
8. Goldman Sachs: “We are dedicated to helping our clients achieve their financial goals through innovative and creative solutions.”
9. Morgan Stanley: “We strive to meet the needs of our clients by providing the highest level of quality service and expertise through our knowledgeable and experienced team.”
- See also: 35 Financial Advisor BIO Examples
10. Barclays: “Our mission is to help our customers optimize their financial situations by providing effective solutions for their short, medium and long-term goals.”
11. Santander: “Our mission is to be at the forefront of financial innovation, with a commitment to being a trusted partner of our customers and communities.”
12. Nationwide: “We strive to make our customers’ financial lives easier and give them the tools and support they need to reach their goals.”
13. USAA: “We are committed to providing our members with the highest levels of service and security in their financial dealings.”
14. TD Bank: “We aim to provide our customers with competitive and innovative products to help them succeed in their financial goals.”
15. Fidelity: “We are committed to providing our customers with exceptional service through our dedicated team of financial experts and advisors.”
16. RBC Royal Bank: “Our mission is to help our customers achieve their financial goals through providing comprehensive, tailored financial solutions.”
17. Charles Schwab: “Our mission is to empower our clients to make sound financial decisions and take advantage of opportunities in the markets.”
18. Credit Suisse: “Our mission is to provide our clients with a full range of products and services to meet their needs – whether it’s the ability to invest and borrow or access credit products or guidance on a wide range of financial matters.”
19. State Street Bank: “We strive to help our clients make smarter, better informed decisions about their finances, so that they can achieve their goals more effectively.”
20. BNP Paribas: “We are committed to providing our clients with the best advice, products and services tailored to their needs, and to helping them to achieve their financial objectives.”
A financial mission statement helps a financial institution or individual in setting goals and measuring performance. It also serves as a guide for future decisions and investments. By using the examples above, you should be able to create a clear financial mission statement that fits your particular values and philosophy.
More financial mission statement examples are coming soon…
