The Bancorp Financial Overview slide image

The Bancorp Financial Overview

The Bancorp LOANS & LEASES: INSTITUTIONAL BANKING INSTITUTIONAL BANKING LENDING AND BANKING SERVICES FOR WEALTH MANAGERS $1.8 B PORTFOLIO SIZE 18 • BUSINESS OVERVIEW: Automated loan application platform, Talea, provides industry-leading speed and delivery Securities-backed lines of credit provide fast and flexible liquidity for investment portfolios • Insurance-backed lines of credit provide fast and flexible borrowing against the cash value of life insurance Advisor Finance product provides capital to transitioning financial advisors to facilitate M&A, debt restructuring, and the development of succession plans Deposit accounts for wealth management clients • Nominal historical credit losses • CREDIT ROADMAP: Continue momentum across current SBLOC, IBLOC and Advisor Finance products Evaluate new lending opportunities in adjacent markets Market dynamics support business model Advisors shifting from large broker/dealers to independent platforms Sector shift to fee-based accounts Emergence of new wealth management providers 2.5% 6/30/2021 EST. YIELD The Bancorp's Business Model allows us to build banking solutions to "spec" without competing directly with our partner firms. We do not have any associated asset managers, proprietary advisory programs, or related programs. Our singular focus is to help our partner firms stay competitive in the marketplace and to grow and retain assets. ALWAYS A PARTNER, NEVER A COMPETITOR
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