Financial institutions

Our Financial Institutions Group team includes experienced bankers and former industry professionals who understand the specific needs of the industries we serve. We deliver high-tech, high-touch service and a full suite of cash management solutions to help financial institutions grow and operate more efficiently.

Center: Business people in meeting; Left: Businessman and Businesswoman looking at laptop; Bottom: Coworkers looking at laptop together and brainstorming.

Industries served

Our group specializes in assisting an array of financial institution types.

FIG page – Securities Brokers Dealers…

Securities broker dealers and futures commission merchants
Independent and registered investment advisors
Trust companies

FIG page – Insurance Companies…

Insurance companies
Third party administrators
Banks
Financial technology (Fintech) firms

Explore FIG & Our Solutions

About Us

Learn how FIG makes a difference for their customers – from RIAs to broker dealers to trust companies

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Meet the Team

Get to know our seasoned industry experts and how they can support your goals

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Solutions for RIAs

Innovation solutions getting Registered Investment Advisors and their clients further, faster

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What We Provide

Innovative Deposit Solutions

Specialty accounts for Banks, Credit Unions, and other financial institutions, that include a comprehensive suite of banking services to help optimize cash flow, reporting, and streamline operations.

Specialized Lending Capabilities

General purpose, secured revolving credit
Utilizes eligible securities as collateral

Cash Management Services

Solutions providing greater efficiency, automation, control and cost-benefits.

Cash management

Customers Bank understands that as a Financial Institution or Financial Services Provider, maximizing cash efficiency and processing payments smoothly are at the core of your business. Coupling great technology with our unique “single-point-of-contact” approach to client relationships improves operational efficiencies for treasury teams and firm clients alike. Our cash management solutions give financial institutions the tools to run their operations with confidence.