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 and support your personal practice needs. Our comprehensive offering includes Securities- and Insurance-Backed Lines of Credit as well as conventional loans — all made easier with streamlined processes that can reduce time to funding.

Financial professionals looking to transition their practice with a conventional loan will also receive expert guidance from SkyView® Partners, a consultancy focused on helping financial professionals find competitive and customized bank financing.

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

Institutional Banking

How to Find the Right Partner for Holistic Wealth Management

The senior living industry is at a crossroads. Currently, the number of retiring Baby Boomers will exceed available facilities and their expectations include high-end amenities like gourmet dining and golf courses. However, with a growth mindset and the availability of SBA loans, senior living facilities have the opportunity to grow and redefine what life looks life after retirement.

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Institutional Banking

Homebuying Made Easy with The Bancorp SBLOC or IBLOC

The short supply in the real estate market has resulted in the need for fast down payments or cash purchases. When your clients need fast access to funds, The Bancorp Securities-Backed or Insurance-Backed Line of Credit (SBLOC and IBLOC, respectively) can be the answer.

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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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