Fiduciary Banking, Simplified
Streamline your workflow with our integrated suite of banking and service solutions.
It was a busy week, and your firm was just appointed as a fiduciary for a new matter. You have two choices. Do it the hard way or enlist the help of Axos Global Fiduciary Banking.
At Axos Global Fiduciary Banking, we have one goal, to make fiduciary banking simple. We give fiduciaries the administrative support, software, and banking services they need to handle complex cases with ease.
We're not just a bank, we're also a fiduciary services provider. This means you can manage your engagements, open new bank accounts with one digital platform. We also deliver top notch client support.
What does that mean for you? It means no more hopping from vendor to vendor to get your needs met. We are well versed in domestic and international fiduciary situations including bankruptcies, receiverships, international asset recoveries, business transaction escrows and independent directorships.
This means while you manage the important aspects of your fiduciary engagements, you can confidently open new bank accounts related to those engagements with a trusted banking partner.
We also deliver best in class training and client support for our fiduciary clients because we recognize that they require timely banking assistance to address pressing matters. We also understand that swift client support can potentially mean dollars gained or lost related to the client matter.
Our dedicated client services team will act as an extension of yours while providing full support from start to finish.
Finally, we also offer remote bank account access to streamline your workflow. Our online treasury management software allows you to manage your fiduciary bank accounts easily and securely from anywhere in the world.Effortlessly initiate wire and ACH transactions, transfer funds, view real time account balances and generate on demand statements.
At Axos Global Fiduciary Banking, we are relentlessly focused on your success. We are committed to the professional fiduciary industry and continually invest in the right people and technology to help you succeed.
So, what will you choose? The hard way or the Axos way?
Axos Global Fiduciary Banking. We are fiduciary banking, simplified.
International Liquidators and Insolvency Practitioners
We recognize offshore court orders and fiduciary agreements. Instead of waiting weeks, open new accounts in hours with appropriate KYC documents.
We offer federal, state, and international receivers end-to-end banking and fiduciary solutions. Leverage our complete individual and investor claims management solutions.
Axos Bank is authorized to handle any DIP deposit relationship in all US districts. We provide a dedicated level of service and treasury management resources for DIP clients.
Whether you are a CRO, Interim CFO, or financial advisor, we help you facilitate organized Chapter 11 case management with a suite of banking and deposit management services.
More Specialized Fiduciary Banking Solutions
We offer banking and technology expertise for liquidating trusts, escrow accounts, court-appointed fiduciary matters, disbursing agents, settlement funds, and assignee’s (ABC’s).
Treasury Management Services
Leverage our tools to manage your recoveries.
Manage accounts, transfer funds between accounts, and view ACH returns and Notifications of Records Changes.
Reporting and Reconciliation
Establish custom detailed reports and access real-time critical information with your customized dashboard.
Simplified Wire Initiations
Say goodbye to endless paperwork and initiate wire transfers easily from your single, online dashboard.
On-Demand EIN Service
Avoid current IRS EIN backlog with our on-demand EIN service to help facilitate swift opening of fiduciary accounts.
Knowledge that you can count on
SVP and Sr. Managing Director, Global Fiduciary Banking
Marchand has focused his decades-long Fiduciary Banking career of fostering consultative, client-centric partnerships. Exercising deep-rooted industry knowledge, Marchand formulates market and engagement-specific deposit management solutions, empowering his clients with the specialized banking accommodations they need to successfully administer their fiduciary responsibilities.
Email: [email protected]