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.
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
- 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.
Cash managementCustomers 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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