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Banking built for financial advisors
Our Platform
The Customers Bank Financial Institutions Group (FIG) is here to serve financial advisors, not compete with them. We’ve built a flexible, advisor-friendly banking platform that supports your practice, your clients and your brand.
Our team brings decades of experience working with wealth management firms and a clear understanding of what wealth advisors need from their bank: a relationship-driven resource, innovative products and no competition for your clients’ assets. At Customers Bank, we deliver comprehensive, cost-effective solutions for every stakeholder of your ecosystem — from your business, to your clients
Our Approach
Our goal is simple: serve as a trusted extension of your wealth advisory practice—focused on delivering practical value, not just products. Customers Bank doesn’t have a wealth management arm, allowing our approach to remain fully aligned to you. No competing priorities – just clear, objective support tailored to your practice and your customers.
From your business to your customers to your personal banking needs, we bring everything together in one place—backed by responsive bankers, thoughtful solutions, and a relationship built to grow with you.
Solutions to Accelerate Your Firm’s Growth
- M&A & Succession Financing to propel your firm’s growth or transition to a future generation of advisors
- Bridge Loans to manage cash flow between quarterly fee payments
- Comprehensive suite of banking services to optimize cash flow and reporting, and streamline operations including a commercial credit card, Insured Cash Sweep, among others
Solutions to Accelerate Your Client’s Growth
- Securities-Based Line of Credit providing liquidity from their investment portfolio without selling securities, with a streamlined digital experience and competitive rates
- Access to the Save Market Savings Sub-Advisory Program, an innovative solution combining FDIC-insured bank deposit safety and the potential for market returns
- Complementary banking and lending services for your clients including but not limited to:
- In-market commercial lending solutions & SBA lending
- Residential mortgages
- High-yield savings account
Advisor Resources
Advisor Support
Reach the Customers Bank Advisor Support Team at:
How to Get Started
