SERVICES
Kapstone Consultants has extensive experience in developing and bringing to market cash and lending solutions for your retail client base. We work with each of our clients to tailor solutions that meet their needs.
Kapstone Cash Solutions™
Accelerate your asset and deposit gathering by developing cash solutions tailored to your target market, business model and competitive position. We have helped numerous organizations deepen their clients' share of wallet, widen spreads and boost their cash inflows into bank deposit and investment products.
Collateralized Lending Programs
Take part in one of the most profitable lending markets. Margin lending and securities-based lending have some of the most favorable return on capital in the industry. Gain share of wallet with non-purpose lending, a fast growing product in the mass-affluent and affluent segments.
Infrastructure Buildout
Establish and develop the bank operating infrastructure that will meet your business needs and leverage the strengths of your existing brokerage operations, while benefiting from the scale and experience of third party service providers when possible.
Small Business Cash Management
Deepen relationships with some of your most profitable customers: small business owners. Leverage your existing relationships to capture the business side of their wallet, gather assets and improve retention.
“Kapstone Consultants has a real in-depth understanding of competitive trends and product economics.”
- Managing Director,
Leading discount brokerage firm