Through our flexible FDIC-insured deposit and securities-based lending solutions we empower banks and wealth managers to become more efficient and grow. We help broker dealers, trust advisors and wealth managers offer solutions that provide unique value to clients to retain assets, win new accounts, and attract top talent. We help banks efficiently diversify funding sources at competitive rates and discover the revenue opportunities of new asset classes. And we help wealth management technology platform providers enhance the value they offer clients.
As thought leaders we keep the industry abreast of evolving market and regulatory developments. And our highly knowledgeable, dedicated service teams have one goal in mind: client success.
We have built a strong track record of success, consistently fulfilling our clients’ objectives while investing in our technology and service offerings to support ongoing growth initiatives. By delivering on behalf of our clients, we have earned a market leading reputation for exceptional client service, collaborative engagement and flexibility.
Our Insured Deposit Program provides cash investors with the benefit of extended FDIC insurance and, for participating banks, a stable, diversified and cost effective source of deposit funding. It also supports the placement of reciprocal deposits as part of one integrated deposit sweep solution.
A subscription to the TBS Bank monitor allows users to research, surveil and report on the safety and soundness of FDIC insured banks in your network.
The TBS Loan Management System is an end-to-end securities-based lending platform that connects banks with excess lending capacity to intermediaries and their clients. Now advisors and banks can offer clients competitively priced securities-based lines of credit which offer better historical rates and tax advantages.
The financial services industry is one of the most highly regulated and complex industries. It is also experiencing an unprecedented transformation due to the convergence of new business models, changing customer expectations, expanding regulatory requirements and emerging risks driven by digital transformation. As a result, it is incumbent upon us to evolve to meet these challenges while adhering to the highest levels of enterprise risk management and compliance.
We believe there is no substitute for deep industry experience in order to understand the unique needs of our clients. By utilizing this knowledge can we offer creative solutions and continue to build a culture that understands the importance of risk management and compliance.