Securities-Based Lending and Insured Deposit Programs | Total Bank Solutions

“ TBS has enabled us to transform our SBL occupation into a critical share of our growth strategy. Securities-based lend has long been an essential offer for wealth managers. The TBS platform removes the traditional command processing overhead time associated with manual of arms processing and allows us to profitably scale while providing a class-leading solution for our clients. In addition to leveraging the LMS solution, we have used TBS ’ s decades of expertness in the industry to enhance our fund scheme. ”
H. Russell Holland III
President and Chief Executive Officer
Fieldpoint ’ s Banking Unit
“ Having worked with an cover Deposit Product powered by TBS at a anterior company, I knew that it would bring great value to our customers at Darwin Trust. At Darwin, our congress of racial equality concentrate has always been squarely on bringing both alone serve and honest guidance to our clients – and the TBS offer helps us deliver that through a superior cash product. ”

Melissa A. Sommer, CPA, CFA
President & CEO
Darwin Trust company
“ As our entrust business has grown, thus has the diversity of our customer base and their investment needs. By partnering with TBS we have the flexibility to design custom-make solutions to meet the unique cash sweep needs of our kin position, faith, detention and corporate entrust clients via a higher yield, extended FDIC-insured vehicle. We besides value TBS ’ s ability to seamlessly incorporate a direct bank relationship into the Program as one of the deposit-taking banks. ”
Vice Chairman
Florida-Based Trust ship’s company
“ An cover Deposit Program was a “ no-brainer ” for us. In the current interest pace environment, it allowed us to exponentially increase our clients ‘ yield on cash, giving them an FDIC cover brush fomite, and equip us to compete with RIAs and brokerage firms who are offering cover down payment slam options. We are glad that we chose to partner with TBS. ”
President & CEO
Kentucky-Based Trust company
“ full Bank Solutions has enabled our Trust Department to enhance the value we deliver to our clients. Our newly insured Deposit Program, powered by TBS, complements our money market fund, adding both enhance output and the guard of strain FDIC policy. The implementation with our confidence accounting system was immediate and the consolidation was seamless. Best of all, the Insured Deposit Program offers us the tractability to be used across all accounts or with choose portfolios based on a node ’ second unique investment needs. ”

SVP, Director of Trust and Asset Management
New Jersey-Based Bank/Trust company
“ The Total Bank Solutions ( TBS ) Insured Deposit Program was easy to implement and provides a greater value over traditional cash products for First State Trust Company ( FSTC ) clients. With strain FDIC Insurance and higher yields, it has allowed FSTC to differentiate ourselves in the believe marketplace and help us in our asset increase. FSTC is gallant to have partnered with TBS. ”
J. Bradford Lidstone, Jr .
senior Vice President, Head of Operations
First State Trust party
“ Citizens Bank beginning partnered with TBS in 2010 and we have maintained an excellent work relationship since. The chimneysweeper deposit program through TBS has provided a static source of support, with flexibility around target balances to address our evolving fund needs over the years. additionally, TBS proactively offers expertness on versatile topics, including industry trends and interpretation of changes in regulative steering. ”
Dwight M. Davidsen
aged Vice President, Wholesale Funding & Liquidity
Citizens Financial Group

“ At Hilltop Securities, Inc. we provide tailored flexibility and service to our clients. That ’ randomness why we selected Total Bank Solutions as our partner to offer our clients the benefits of a FDIC insure deposit sweep program. Their approach is highly flexible, their engineering is very configurable, their commitment to service is excellent, and their insure deposit platform solution is one of the best in the industry. Plus, their team brings a broad astuteness of cognition along with their TBS Bank Monitor® risk analytics joyride. ”
Hilltop Securities Inc .

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