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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.

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Financial institutions hero

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 our services

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.

Download the information sheet for more details regarding Financial Institutions Group and services offered

Cash management

Customers Bank understands how cash flows through fund structures and appreciates the importance of having fund banking accounts opened without delay. Our unique “single-point-of-contact” approach to client relationships improves operational efficiencies allowing fund sponsors to focus on raising capital and generating returns for their investors. Our cash management solutions give fund sponsors and fund administrators the tools to run their cash management operations smoothly.

Cash management services

FIG page – Online Banking and Mobile Banking…

  • Online banking & mobile banking
  • ACH & wire transfers
  • SWIFT messaging
  • Bill pay
  • Positive pay/fraud protection

FIG page – Crypto Banking Capabilities…

  • Remote check deposit & lockbox services
  • Letters of credit
  • Escrow agent services

Meet the team

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