www.bokfinancial.com Open in urlscan Pro
45.60.124.58  Public Scan

Submitted URL: http://r.arizentinfo.com/s.ashx?ms=AZI1:190493_142855&e=darlene.wilczynski%40sf.frb.org&eId=1092926&c=h&url=https%3a%2f%2...
Effective URL: https://www.bokfinancial.com/landing-pages/financial-institutions?utm_medium=vj-media&utm_source=american-banker&utm_campaign...
Submission: On May 11 via manual from US — Scanned from DE

Form analysis 1 forms found in the DOM

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 1. Home
 2. Financial Institutions


FINANCIAL INSTITUTIONS


HELPING YOU MANAGE ISSUES BEFORE THEY BECOME ISSUES

From asset / liability modeling to CD underwriting, we'll give you the edge you
need to stay ahead of the curve.




BENEFITS OF WORKING WITH US


 * 
 * 
 * Strength
   
   We’re part of BOK Financial Corporation, a nearly $50 billion regional
   financial services company, and one of the top 30 largest U.S.-based,
   publicly traded bank holding companies.*

 * Experience
   
   We hire knowledgeable employees who are experienced in providing customized
   strategies and personalized service.

 * Non-Biased Approach
   
   Licensed and active in all 50 states, we are not tied to one set of financial
   products, so we can recommend the right mix of investments for you.


PRODUCTS AND SERVICES

With BOK Financial Institutions Group, you're not just getting one skilled,
experienced investment professional; you're getting the benefit of a whole team
of professionals who have a proven track record so you can be confident in the
service and advice you receive. We help you move beyond regulatory requirements
with a comprehensive, cost-efficient, tailored solution to enhance your bank’s
or institution’s performance by engaging your management team to formulate ideas
and execute strategies that drive results.

Read: Understanding Balance Sheet Impacts in Uncertain Times

   
 * Asset / Liability Services
   Full Assumption-Based Modeling
   
    * Utilizing detailed information pulled from the institution’s core
      processing system
    * Key assumption review
    * GAP, one- and two-year parallel rate shocks of income, non-parallel rate
      shocks, rate shock market value of equity
    * Back testing of model results
    * Product level decay studies / beta analysis
    * Liquidity stress testing
    * Sensitivity and scenario analysis
    * Budgeting and financial reporting
   
   
   Quarterly Call Report-Based Modeling
   
    * GAP, one- and two-year parallel rate shocks of income, non-parallel rate
      shocks, rate shock market value of equity, limited assumption modeling
    * Comprehensive report package

 * Asset / Liability Model Validations
   Third party review of your current asset/liability model
   
    * Evaluate policies and procedures
    * Verify model inputs
    * Assess reasonableness of assumptions
    * Provide recommendations for enhancements to the ALCO process

 * Wholesale Funding
    * Underwriting of Brokered CDs in multiple terms and structures to fit your
      balance sheet

 * Trading and Underwriting
    * Industry leader in bank qualified and taxable municipal underwriting
    * Agency underwriting
    * Dedicated traders by sector
    * Over $800 billion in annual trading volume

 * Investment Portfolio Solutions
    * Institutional strategy and execution
    * Fee-based portfolio management
    * Investment portfolio analytics
    * Portfolio accounting and safekeeping

 * Additional Services
    * Full credit review of existing municipal portfolio
    * Pre-purchase analysis on portfolio purchases
    * Derivatives and hedging products
    * Foreign exchange and wires
    * Cash letter and treasury management
    * 401(k) and retirement plan services


LET'S TALK

For more information, please contact our Financial Institutions Group by
calling 866-440-6515 or by filling out the form below.


First Name
Last Name
Company or Institution Name
City
State
Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida
Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine
Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska
Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota
Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota
Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Nothing selected

Email Address
Phone
How would you like to be contact?
Email Phone
Nothing selected

How may we help you?



* BOK Financial's banking subsidiary, BOKF, NA, is among the top 30 nationally
chartered U.S.-based commercial banks based on assets as of March 31, 2021,
according to the U.S. Federal Reserve.



Bank dealer services offered through Institutional Investments, Bank of
Oklahoma, which operates as a separately identifiable trading department of
BOKF, NA. Services may be offered under our trade name, BOK Financial
Institutions Group. BOKF, NA is the bank subsidiary of BOK Financial
Corporation. Some services may be offered through BOK Financial Securities,
Inc., member FINRA/SIPC, and an affiliate of BOKF, NA. Investment products are:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE