Features
- Integrated banking with expedited account opening
- Online repository for claims and investor information
- Online banking platform for easy financial management
- Additional distribution services to streamline workflow
- On-demand EIN service to facilitate swift recovery of assets for court ordered fiduciary matters
- Solution-oriented bankers and dedicated account onboarding team
The Axos Difference
No Monthly Maintenance Fees
No Check or Wire Fees
Free Online Banking
Additional deposit insurance available
Integrated Banking Benefits
Streamline your workflow
Dedicated Banking Team
Experience premier customer service with a dedicated team of banking and treasury management professionals.
Expedited Account Opening
Open accounts faster once full KYC documents and requirements are received. Typically within hours, not weeks.
Treasury Management Solutions
Leverage custom reports and fraud prevention tools to manage account activity.
Convenient Online Account Access
Enjoy convenient online banking and transaction processing, plus electronic wire initiation and wire tracking.
DASH Claims Portal
Seamlessly manage flow of claims data
Efficient Data Collection
Automate the collection and organization of claimant and investor information.
Customized Claim Forms
Work with us to create a unique claim form design that will capture all relevant information that you need.
Seamless Software Integration
Configure DASH to send data to our case management software solution.
Web-Based Portal
Easily collect claim information from all over the world.
Experienced Leadership
Knowledge that you can count on
Marchand Boyd
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.
Phone: (844) 778-7793
Email: [email protected]