COLLATERALIZED LENDING PROGRAMS
Securities-based lending remains a new lending category, still concentrated in the hands of a few first movers. Broker/dealers that have launched well-designed programs have experienced high spreads and fast growth. Kapstone Consultants can help you enter this promising market in its early stages.
Program Design
We have designed some of the most successful programs in the market, from pricing to client experience, operations, risk management, sales and marketing.
Collateral Monitoring
With our guidance and expertise, you can leverage the technology, business rules and client communication approach that will minimize your exposure and operating costs. Enhance the client experience and field satisfaction.
Capital and Balance Sheet Optimization
Optimize your capital allocation and fully leverage your bank's or broker/dealer's balance sheet. Direct your lending balances to the entity that will best meet your business and clients' needs.
Positioning and Marketing
Our marketing experts help you position the program to optimize adoption by your sales force and utilization by your client base.
“Securities-based lending is probably the most promising lending opportunity in the market, especially in a tough credit environment.”
- Mark Brooks