WE TRANSFORM BUSINESS NEEDS INTO SOLUTIONS THAT GROW WITH YOUR BUSINESS.
We create opportunities for financial professionals and their clients to access cash while retaining portfolio assets.
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.
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.
How To Find The Right Partner For Holistic Wealth Management
The most inherent benefit of life insurance is providing peace of mind and financial protection for your loved ones with a funded estate plan. But some life insurance policies offer additional financial advantages that can be leveraged beyond the death benefit — including loans.
Top Three Tips for Rising Financial Professionals
Building and maintaining a book of business as a rising financial professional can feel like a mountain to climb, particularly in a crowded environment.
The IBLOC: A New Avenue to Manage Wealth
The Insurance-Backed Line of Credit (IBLOC) offers financial professionals and their clients a way to create liquidity while preserving wealth. In ThinkAdvisor webinar, The Bancorp experts Abdbullah Rajput, Director, IBLOC Lead and John Protlich, Director, Regional Business Development Officer, take a deep dive into the IBLOC.
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.
The Bancorp IBLOC Leadership Roundtable: IBLOC 101
Abdullah Rajput, Director, IBLOC Lead and John Profitlich, Director, Regional Business Development Officer, offer insight and suggestions to help financial professionals and their clients better understand the uses and benefits of an IBLOC so they can make better financial decisions.
Take on Tax Season with an Insurance or Securities-Backed Line of Credit
While some may be eager to continue building their investment portfolio or venture to pursue new investments, there is one major financial obligation important to plan for: 2021 taxes.
How to Make the Most of 2021 Annual Reviews
As we close out 2021, the impact of the COVID-19 pandemic continues to affect our social and economic outlook. Now more than ever, clients will benefit from proactive wealth management strategies, especially with lessons learned from the past year.
How to Find the Right Partner for Holistic Wealth Management
The Bancorp banking products and services create opportunity for holistic wealth management. With our white-label lending and deposit products, financial professionals can directly offer clients’ the financial flexibility to meet their individual needs, while strategically managing assets and liabilities to preserve wealth.
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.
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.
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.
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.