Innovative Solutions for RIAs
Getting you and your clients further, faster
From global wealth advisory firms to independent RIAs, Customers Bank Financial Institutions Group has built a flexible, advisor-friendly banking experience that supports your business, your clients, and enhances your reputation. Our team brings decades of experience working with wealth management firms and a clear understanding of what advisors need from their bank: a relationship-driven resource, innovative products, and no competition for your clients’ assets.
Solutions to Accelerate Your Firm’s Growth
- General Purpose Revolving Credit Facilities providing liquidity and financial flexibility
- M&A & Succession Financing to propel your firm’s growth or transition to a future generation of advisors
- Bridge Loans to manage cash flow between quarterly fee cycles
- FDIC-Insured Sweep Options to reduce risks on large cash deposits
- Comprehensive suite of banking services to optimize cash flow and reporting, and streamline operations
Solutions to Accelerate Your Client’s Growth
Streamlined Securities Based-Loans for quick liquidity to meet short-term cash needs without disrupting your investment strategies. Benefits include:
- Attract & Retain AUMProvide clients with a valuable tool to meet planned or unexpected cash needs without liquidating investments
- Enhance Client ExperienceBy helping clients manage both sides of their balance sheet, and not just their investable assets, you’ll strengthen existing client relationships and deliver a higher level of service.
- Reduce CompetitionWard off intrusion by other lenders and wealth management firms that offer competing services
- Gain a Valuable PartnerWork with a bank that is committed to providing the same high-touch service at the speed your clients are accustomed to
- Comprehensive suite of banking services to optimize cash flow and reporting, and streamline operations
To learn more about Customers’ SBLOC solutions, click here.
Exclusive access to the Save Market Savings Sub-Advisory Program, an innovative solution combining FDIC-insured bank deposit safety and the potential for equity market returns. Benefits include:
- Safety & Security of DepositEach client’s principal deposit amount is held in an FDIC-insured bank account at Customers Bank.*
- Upside Market Return PotentialInvestments are purchased by Save for the benefit of the RIA clients utilizing a sophisticated portfolio strategy based on client preferences.
- AUM Growth CatalystWard off intrusion by other lenders and wealth management firms that offer competing services.
To learn more about this innovative solution, visit the Program website.
Complementary Services for Your Clients & Beyond
Like you, we’re here to serve businesses and the people who power them, and are proud to offer a variety of products, services and solutions to serve these stakeholders holistically.
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*FDIC Insurance: Principal deposit amounts are FDIC-insured up to $250,000 per depositor, per insured bank, for each account ownership category. It is the depositor’s responsibility to monitor the total amount of deposits held at Customers Bank in order to determine the extent of FDIC insurance coverage. While the deposit account component of the Program is FDIC-insured, investments made by Save Advisers LLC and held at Pershing, LLC, including any associated returns, are not bank products, are not FDIC-insured, and carry no bank guarantee. However, these investments positions and returns may qualify for SIPC coverage in the vent of brokerage insolvency.
**Currently accepting mortgage applications for the following states: Pennsylvania, New York, New Jersey, Connecticut, Delaware, Massachusetts, Rhode Island, Virginia, Washington, Florida, Texas, North Carolina and also in Washington DC.