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The financial needs of schools and municipalities are one-of-a-kind. That's why we offer a broad range of products and services that can be used to customize combinations of banking solutions that will support everyday needs and guide goals.
As your financial partner, the well-being of your educational institution or government entity is important to us. We know that an in-depth understanding of your situation is fundamental to success. Our Relationship Managers will work closely with you to provide innovative and creative solutions for your specific financial challenges.
Affordable solutions. Financial
flexibility.
Collection Services
Streamline the collection of payments, expedite funds availability, and maximize cash flow.
Lockbox Collection Solution
Remote DepositLink
Direct Debit of Payments
Merchant Card Services
Employee Services
Benefit the financial well-being of your employees.
Detect and deter check fraud and protect your account against unauthorized electronic debits.
Account Reconcilement and Fraud Protection Services
ACH Debit Fraud Protection Service
International Banking Services
Support students traveling overseas to study abroad or other international business needs.
Foreign Currency
International Wire Transfer
Equipment Financing
Customized funding solutions for your equipment needs.
Tax exemptions
Non-appropriation language
Expedited approval process
Various payment options (monthly, quarterly, semi-annual, annual)
Diverse collateral
Flexible structure/terms
Broadx Financial Advisors*
Broadx Financial Advisors provides non-profit organizations with a range of services.
Customized, active investment management designed to meet unique needs.
Direct access to investment professionals to discuss and review investment strategies and goals.
Comprehensive performance measurement, monthly statements and online access to view the status of investments.
Experienced professionals to help establish a planned giving program, or to review and support your existing program.
Corporate Trust Bond Issue Services
Services are offered for issuers of debt instruments, most commonly tax-free municipal bonds issued by clients who are municipalities, school districts, and municipal authorities.
Indenture Trust
Transfer Agent
Paying Agent
Registrar
Defeasance Escrow Agent
Bondholder Reporting
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Follow the leaders.
As recognized leaders in providing banking solutions for education and local governments, we can help provide expert help for all your financials needs. Fill out our form to get started.