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Customized Financial Solutions for Professionals

Financial considerations are an important part of running a professional practice. As a professional, you deserve a higher level of service when it comes to your banking needs. That is why we provide the Professionals Preference Program, a comprehensive package of financial products and services designed for specific professional service segments. To personalize this service, we spoke with many of your colleagues in your field to learn as much as we could about your specialized needs and those of your clients.

  • We know that Attorneys value specific products that can help you easily manage your clients’ funds. You require speed and predictability when it comes to how you expect a bank to treat your referrals. You anticipate your banking partner to lower your fees and to treat you as a partner should – preferentially.

  • We recognize that accountants value relationships.  And when your clients seek a variety of business financing options – from small business loans to commercial mortgages to lines of credit – they experience a lending process that is very efficient, fair and predictable.

  • We understand that it can be frustrating to speak with bankers who do not understand the complexities of managing and growing a modern medical practice, from overhead requirements to HIPAA to medical billing to payroll to cash flow. That’s why we designed Professionals Preference for Medical Professionals, a program to help you reach both your professional and personal financial goals.

So whether you are an attorney, accountant, or doctor we provide this program to make it effortless to manage your business and personal finance with efficient solutions geared to your particular needs while offering valuable benefits to your employees and clients.

Use the navigation on the left for an overview of the lending, deposit, and partner product solutions that are available to you through Professionals Preference.

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