TriState Capital Bank Resources
When the Stakes are High, Relationships Count
The Situation: The owners of a large third-party earned-income-tax collector in Pennsylvania already knew several members of our Treasury Management team when they approached TriState Capital.
Responding Quickly with Financing for a Fast-Growing Company
The Situation: When a B2C health and wellness company based in New York City began to see massive growth acceleration over the course of 2020, they realized they needed to find a financing solution that could help them continue their rapid expansion.
Meeting the Overlooked Needs of a Mid-Sized Property Management Company
The Situation: A property management company was frustrated that neither of its two banks was meeting its needs. The smaller community bank’s products lacked the sophistication the company needed, and the larger regional bank couldn’t provide the level of service the company desired, and was difficult to work with.
The Value of Expertise and Knowledge
The Situation: TriState Capital was presented with a new opportunity at an industry conference in San Diego, CA, in 2016. The CEO of a broker/dealer firm stopped by our booth and inquired about our experience with 15c3-3 reserve requirements.
Always a Partner, Never a Competitor
The Situation: A multi-family office and wealth management firm began discussions around a comprehensive relationship. While familiarizing themselves with the company’s lending needs, the TriState Capital team noticed an immediate need to upgrade the company’s treasury management services, which were antiquated and inefficient.
Leaving a Legacy Relationship for a More Responsive Alternative
The Situation: When one of the nation’s oldest and largest foundations began searching for a new bank, it signaled the end of a relationship that had existed from the organization’s inception more than 70 years ago. The decision was monumental, and one that would require great trust in the new partner bank.
Continue ReadingHow Strategic Cash Management Drives Value When Serving a Family Office
The Situation: When we presented our cash management strategy and banking industry overview during a meeting of a regional investment group, the owners of a local single family office approached us for several reasons.
The Advantages of Being a Partner Bank
The Situation: A single family office’s relationship with its former bank began to falter during the financial crisis of 2007-2008. The decision makers for this six-generation family office were in the third and fourth generations.
Relationship-based Pricing Is a Key Advantage
The Situation: When TriState Capital began offering new deposit account products, our private bankers traveled to Texas to present them to a group of our shareholders. With significant growth in the loan portfolio, the bank was seeking solid funding sources.
