Investor Solutions: Banking and Product Services
UMB offers a diverse suite of products and services that meet the needs of our Investor Solutions clients.
Large bank capabilities, personal attention
With UMB, you receive the benefits of a large financial institution paired with our nimble, one-on-one approach. Our dedicated relationship managers provide a client experience that’s focused on one-on-one attention, custom forecasting, modular feature selection and responsive communication. And we offer a broad range of tailorable capabilities that provide seamless integration and expansion to meet the evolving needs of your clients.
Our dedicated Investor Solutions team can help you create a flexible and responsive solution set that is unique to your organization’s needs and the needs of your clients.
Cash management services
With a full suite of cash management services, UMB Investor Solutions can accommodate your needs today, and evolve with you as your company grows and changes over time. Our programs are designed to fit your needs, so you can mix and match services that make the most sense for your business.
- Investor checkwriting with payee line and expense coding
- Co-branded debit and credit card programs
- Fraud monitoring
- Online banking and bill pay services
- Wire transfer services
- ACH origination services
- Remote deposit capture
- Check clearing/positive pay
- Lockbox services
Specialty banking services
We know service is not one-size-fits-all, which is why we have developed distinct offerings for our clients that cover a broad range of operational needs.
- FDIC sweep program
- Investor account management platform
- NSCC/AIP Settlement
- Overnight investment management
- Personalized file transmissions
- Healthcare services – learn more about our health savings accounts (HSAs)
We offer robust investor checkwriting, so you can expand your offerings, promote your brand through enhanced services, and ensure your support teams have access to detailed reporting and transaction history.
UMB’s investor banking platform is a customizable dashboard to suit your firm’s reporting and operational requirements, equipped with premium features to help you streamline and expedite transactions and account servicing.