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Business

Features

  • Integrated banking with expedited account opening
  • Online banking platform for easy financial management
  • Solution-oriented bankers and dedicated account onboarding team
  • Online repository for claims and investor information
  • Additional distribution services to streamline workflow
  • On-demand EIN service to facilitate swift recovery of assets for court ordered fiduciary matters

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

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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

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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.
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Web-Based Portal Easily collect claim information from all over the world.

Experienced Leadership

Knowledge that you can count on

Executive Vice President and Managing Director

Marchand Boyd

Head of Global Fiduciary Banking & Services

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]

 
 

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