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 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

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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.