Cash & Payments

Solutions that help you to support how clients manage and use their money, enabling them to meet daily needs and longer-term goals

What we do

OUR VALUE

We help you deliver a more complete client offering by integrating cash management and payments with investment accounts. Our solutions simplify everyday financial activity, enable efficient money movement and help optimize idle cash, while providing greater visibility into client behaviors to support more informed conversations and stronger relationships.

How we help

PRODUCT HIGHLIGHTS

We offer a single account for spending and payments, and automation to help put uninvested cash to work. This helps clients manage day-to-day activity and keep cash ready when they need it.

01

Corestone

Cash management, payments and investing are combined in a single account with direct deposit, bill pay, debit card access and transfers, helping clients track their finances more efficiently.

02

Sweeps

Automation puts uninvested cash to work with sweep options across FDIC-eligible deposits and money market funds, providing daily liquidity, yield visibility and flexibility to meet client needs.

What you gain

CLIENT VALUE

Deeper Client Relationships

We help you support client needs beyond investments by addressing everyday financial activity, creating more touchpoints and strengthening long-term relationships.

More Wallet Share

Supporting clients’ cash, payments and liquidity needs helps you retain assets and grow revenue across the relationship.

Actionable Insight

We help you gain greater visibility into client cash activity and behaviors, which helps identify opportunities and tailor conversations to deliver more relevant guidance.