Institutional Banking

Your Wealth Management Partner

The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies.

Lending Services

We create opportunities for financial professionals and their clients to access cash while retaining portfolio assets.

Deposit Services

Our checking and deposit accounts integrate everyday financial management into broader wealth management strategies.

TALEA® LOAN AUTOMATION

Advanced technology and proprietary processes streamline loan origination for a fast and easy client experience.

Talea

Lending Services for Financial Professionals

The Bancorp Institutional Banking business is your partner for liquidity solutions that can create financial flexibility for your clients.

The Bancorp lending solutions make borrowing both cost-effective and efficient. Visit our Institutional Banking microsite for more information.

Institutional Banking

Partner for Life: Guiding Clients Through Financial Milestones

Through our Institutional Banking business, The Bancorp works with financial professionals to offer clients unique banking solutions that help provide financial flexibility and keep their wealth management goals on track.

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Institutional Banking

What Market Volatility Means for The Bancorp SBLOC

Volatile financial markets have become a concern for financial professionals and their clients alike. Over the past several months, critical economic indicators and geopolitical events have generated a “perfect storm” of uncertainty in global markets.

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Institutional Banking

Pay your taxes and stay in the market with a securities-backed line of credit

As we turn the page on a tumultuous year, many of us are looking ahead to a better and brighter 2021. And while the pandemic will hopefully fade into memory, one thing is still unavoidable: taxes.

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Institutional Banking

How to Make the Most of 2020 Annual Reviews

There is no doubt that this year’s client annual reviews will be different. With the COVID-19 pandemic still causing both social and economic uncertainty, it will change the way we interact with our clients.

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Institutional Banking

Chalk Up Long-Term Education Savings with an SBLOC

An SBLOC can help minimize the long-term costs of a college education. Advisors are coming to that time of year when parents are looking for advice on how to fund their child’s college education.

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Institutional Banking

Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Do clients often come to you to discuss the quick purchase of a new home or another piece of real estate? Perhaps it is that one last spot in a retirement community or a new beach house that was just listed.

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