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Consulting Services
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Banc Investment Group offers a comprehensive package of consulting services for independent financial institutions. These products and services run the gamut from those focused on helping our clients get more loans and deposits, to complete analytics outsourcing, to annual regulatory required interest rate risk reviews and much more. Our staff supporting this product and service suite is comprised of seasoned professionals with a wide range of financial services industry experience. As with all of our products and services, each one has been specifically designed for independent financial institutions, is both competitively priced and innovative, and is supported by superior customer service.
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ALM Policy & Practices Review
- Comprehensive review of all Asset Liability policies and practices
ATACS portfolio management system
- Monthly dynamic portfolio risk review
Bond Accounting
- State-of-the-art fixed income accounting package
- Comprehensive reports for banks
- Web access available
Deposit Reclassification
- Significantly increase earnings with our turn-key solution
- Minimizes or eliminates reserves on transaction accounts at the Federal Reserve Bank
- Includes our automated FR2900 reporting template
Interest Rate Review / Validation
- Helps banks comply with policy and regulatory requirements
- Identity potential risks in current models
- Offers flexible reporting and provides two comprehensive customized reports
Outsourcing Package
- Complete portfolio investment advisory
Securities Safekeeping
- Safekeeping is free for active clients
- Clearing services through Bear Stearns Securities Corp.
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Asset Liability Modeling
- Customized and comprehensive measurements of your banks AL position
- Measurements of EVE, NII, NIM, NI, liquidity gap and duration
- Of great benefit for budget and other strategic planning
Board Presentations
- Face-to-face strategy & A/L sessions
Cost of Funds
- Benchmark cost of funds against peers, history and popular market indices
- Validate interest rate sensitivity for ALCO modeling
Dynamic Funds Manager
- Pacific Coast Bankers' Bank managed solution offers an interest bearing investment product with checking like characteristics to your business customers
- Funds can be kept on or off the balance sheet
Loan Pricing and Credit Shocks
- Benchmark pricing model for banks
Relationship Profitability
- Outsourced solution that includes quarterly commentary
- Track and measure officer, branch, and customer contributions to net margin over time
- Create actionable items based on our quantitative analysis
Targeted Mailings / Newsletter
- Helps to drive more loan and deposit business to your bank
- Bank-specific and customized quarterly customer newsletter
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Cost of Funds Report
This customized quarterly report validates interest rate sensitivity assumptions and tracks improvements in lowering your cost of funds.
Learn more.
Contact Us
Banc Investment Group
340 Pine Street
Suite 401
San Francisco, CA. 94104
Tel: 877-777-0412
Fax: 415-391-1334
info@bancinvestment.com
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