Insights

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Chalk Up Long-Term Education Savings with an SBLOC

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

An SBLOC can help minimize the long-term costs of a college education. Advisors are coming to that time of year when parents are looking for advice on how to fund their child’s college education....

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Derek Glitz, VP Business Development, College Tuition, Paying For College, Student Loan Debt

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The Bancorp SBLOCs: Designed with Clients’ Portfolio Health in Mind

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

During times of market volatility, lending can play an important role in maximizing investment performance and maintaining healthy liquidity. However, it needs to be designed and executed as a...

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Tax, SBLOC, Securities Backed Line Of Credit, Wealth Management, Financial Advisors, Capital Gains, James Forwood, Director Of Banking Solutions, Market Volatility, Market Shocks, Downturn, Investment Strategy, Advance Rates, Risk Management, Collateral

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Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Do clients often come to you to discuss the quick purchase of a new home or another piece of real estate? Perhaps it is that one last spot in a retirement community or a new beach house that was ju...

Blog, Institutional Banking, The Bancorp, Wealth, Tax, Taxes, Clients, Credit, SBLOC, Long Term Financial Goals, Securities Backed Line Of Credit, Investment Portfolios, Wealth Management, Financial Advisors, Greg Fat, VP, Business Development Officer, Homebuying, Real Estate, Capital Gains

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Pay Your Taxes and Maintain Your Wealth with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

As the year ends, we often begin to develop resolutions to make the coming year better, brighter and more successful. However, this may not include ways to make more informed decisions about making...

Blog, Institutional Banking, The Bancorp, Wealth, Dustin Carnevale, VP, Business Development Officer, Tax, Taxes, Clients, Credit, SBLOC, Long Term Financial Goals, Securities Backed Line Of Credit, Investment Portfolios, Wealth Management, Financial Advisors

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On the Road to SBA Financing: Preparing to Meet Your Banker

Dwight Bateman, Director, SBA Credit Operations | Small Business Lending | 11/13/2018 10:00 AM

The arrival of fall finds diehard college football fans traveling the nation’s roadways to support their favorite team in the latest gridiron contest. Ask any of these Saturday road warriors, and...

Blog, Finance, Small Business Lending, SBA, Small, Business, Lending, Lender, Loan, Administration, Dwight Bateman, Director, SBA Credit Operations, Bank, Banker, Thebancorp, Bancorp, Prep, Prepare, Meet, Financing, Ontheroad, Road, Football, RV, Team, Game, Funds, Capital, Lend

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SBA Loan Closing: It’s Not the Grand Finale

John Morgenthaler, Director, SBA Portfolio Manager | Small Business Lending | 10/16/2018 11:05 AM

Congratulations, your Small Business Administration (SBA) loan has closed! Maybe you’re using the proceeds to buy a business, refinance debt, purchase real estate, start a franchise or for some oth...

Blog, Small Business Lending, John Morgenthaler, Director, SBA Portfolio Manager

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SBA Construction Financing: A Blueprint for Success

Shelley Souza, Director, SBA Project Manager | Small Business Lending | 8/31/2018 8:30 AM

Construction financing secured through the Small Business Administration (SBA) can hold its share of challenges for the small business owner, regardless of the project size. Whether you’re building...

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SBA Loan Closing: 8 Top Things You Can Do to Be Prepared

Lucia Guerra, Director SBA Loan Closing Manager | Small Business Lending | 7/17/2018 1:27 PM

Getting your Small Business Administration (SBA) loan approved is an important first step, but getting your money in hand requires a successful loan closing . The loan closing is often a...

Blog, Small Business Lending, SBA, Small, Business, SBL, Lending, Lucia Guerra, Director SBA Loan Closing Manager, Lucia, Guerra, Loan, Closing, Administration, 8, Eight, Prepared

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Publications

Betterment Holdings, Inc. and The Bancorp, Inc. Continue Partnership

| Payments 2/28/2018 10:52 AM

Financial Advisory Industry Disrupter Betterment Renews Contract with Payments Leader, The Bancorp, Inc. NEW YORK and WILMINGTON, Del. (DATE) – The Bancorp, Inc. (NASDAQ: TBBK) and Betterment...

Payments, Publications, Wealth, Partner, Partnership, Partnerships, Better, Betterment, Holdings, Jeremy, Kuiper, Boris, Khentov, Contract, Renewal, Agreement, Payment, Processing, Tech, Technology, Inc., Incorporated, Financial, Advisor, Independent, Online, Growth

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Paving the way on the road to success

Jeff Nager, EVP and Head of Small Business Lending | Small Business Lending | 12/8/2017 1:30 PM

Twenty-five years ago, a stroke of good luck helped launch my career as a small business lender. Since then, it’s been my privilege to champion the small business sector and all the ways it...

Blog, Small Business Lending, SBA, Sballiance, Jeff, Nager, Small, Business, SBL, Industry, Update, Lending, Lender, Jeff Nager, EVP And Head Of Small Business Lending, Sballiance™, Success, Balance, Sheet

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Publications

Thought Leadership Series Part 1: A Lifetime of Debt

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

The role of liabilities in the wealth creation journey First in a series of perspectives on the holistic relationship of income and debt in crafting comprehensive wealth solutions for investors ove...

Institutional Banking, The Bancorp, Publications, A Lifetime Of Debt, White Paper, Thought Leadership, IB, Wealth, Debt, Investor, Investors, Series

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Currency Cloud CEO talks next generation B2B payments

Finetics Studio | Payments | 7/5/2016 11:32 AM

If you think innovation in consumer cross border payments has been big, just wait for the business-to-business (B2B) side of the equation. The complexity, cost and the nature of how companies manag...

Blog, Payments, Finetics Studio, Fintech

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Scaling the fintech opportunity –Y Combinator partner on investing in financial tech

Finetics Studio | Payments | 6/27/2016 12:49 PM

The hype might be soaring around fintech right now, but investing in the financial services of tomorrow is nothing new for legendary Silicon Valley startup accelerator Y Combinator (YC). From...

Blog, Payments, Finetics Studio, Fintech

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Brexit, bubbles & banks: EPA talks hype versus reality in payments

Payments | Finetics Studio | 6/14/2016 9:59 AM

The UK is already touted as the best place to build financial tech in Europe, if not the world, but there are still challenges facing companies in the industry. Speaking in an interview during Mone...

Blog, Payments, Finetics Studio, Fintech

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Blockchain and today’s payments world

Cheryl Gurz | Retail Operations | 5/2/2016 1:04 PM

I don’t know about you, but I’m really energized by the enthusiasm the fintechs are bringing to conversations in the payment industry today. Many of their ideas are forward thinking and contagious,...

Blog, Payments, Fintech, Blockchain, Cheryl Gurz, Retail Operations

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video

NBPCA Power of Prepaid Interview: Ryan Harris

Finetics Studio | Payments | 4/27/2016 9:45 AM

As the industry gears up for 2016’s Power of Prepaid, April 27-29 in Washington, DC, Ashley Csaki, Senior Director of Content and Experience at Momentum, speaks with our Ryan Harris about prepaid....

Payments, Finetics Studio, Video, Prepaid

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How Payments is fighting identity theft tax refund fraud

Paul Landry | Tax fraud and prepaid | 4/25/2016 1:19 PM

Everybody likes getting a tax refund. Well, everybody except those who’ve become the victims of identity theft tax refund fraud. Their refund never gets to them. In 2013, easily stolen personal dat...

Blog, Paul Landry, Tax Fraud And Prepaid

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Not for Millennials Only

Bill Cassidy | Institutional Banking | 1/12/2016 12:13 PM

Penning this blog entry was on my to-do list last week. But I forgot to do it (insert rim shot here.) You see, last week a brilliant colleague shared with me the results of a 2009 Harvard study (a...

Blog, Bill Cassidy, Institutional Banking, Robo-Advisors

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video

Finetics™ Studio at Money20/20: Matt Carberry

Finetics Studio | Payments | 1/4/2016 4:14 PM

Matthew Carberry, a member of The Federal Reserve's Faster Payments Task Force, shares his thoughts and experiences relating to payments evolution with PaymentEye’s Senior Fintech Reporter, Sarah...

Payments, Finetics Studio, Video, Fintech

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video

Happy New Year from The Bancorp

The Bancorp | Corporate | 1/4/2016 10:00 AM

We’ve been taking a close look at the exciting activity in the financial services ecosystem and are making a bold prediction for the new year. All of us at The Bancorp wish you a Happy New Year....

Video, Wearables, The Bancorp, Corporate, Biometric Authentication, Blockchain

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blog

The Path of Lease Resistance

Scott Megargee | Commercial Fleet Leasing | 12/14/2015 2:50 PM

To lease or not to lease … why is this still a question? Businesses are still unsure why commercial fleet leasing might be a better choice than purchasing. I spend a lot of time getting businesses ...

Blog, Scott Megargee, Commercial Fleet Leasing, Fleet Management, Fleet Leasing

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Will the Real Unicorn Please Stand Up?

Jeremy Kuiper | Payment Solutions | 12/8/2015 6:20 PM

There is so much innovation taking place within financial services technology today. It’s obvious that there’s no shortage of ideas bubbling up from enterprising firms. A growing number of non-bank...

Blog, Fintech, Mobile Payments, Jeremy Kuiper, Payment Solutions

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Feeling the need for speed

Matt Carberry | Payments | 10/19/2015 1:25 PM

Just how fast is an electronic payment? How much faster could it possibly be? Is there a glaring need in the everyday lives of consumers and businesses to increase the speed at which payments are...

Blog, Matt Carberry, Payments

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FinDEVr sets the stage for the future

Pete Chiccino | Information Technology | 10/19/2015 1:23 PM

Ever been to FinDEVr? If not, be sure to add it to your bucket list. It’s like Finovate, but for developers - an event where CIOs, CTOs, developers and visionaries all get together to show (and sho...

Blog, Pete Chiccino, Information Technology

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It’s about time

Gail S. Ball | Operations | 10/15/2015 4:19 PM

I thought I really “got smart” when I got this SWATCH watch at work in 2000. Turns out that the watch was pretty smart too. Back then, I used the SWATCH to tell time but it could also be used as a...

Blog, Gail S. Ball, Operations

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It’s a learning experience

Jill Kelly | Healthcare Solutions | 10/15/2015 4:17 PM

For more years than I care to remember, healthcare costs have increased. Scratch that – I’ve seen some costs stabilize from one year to the next, but I’ve never seen them decrease. So what do most...

Blog, Jill Kelly, Healthcare Solutions

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blog

Banking on Robos

Bill Cassidy | Institutional Banking | 10/15/2015 4:12 PM

I hate wasting Saturdays. But last weekend I wasted another one. I was prepping the car for a long trip. Oil Change: Jiffy Lube. Tires checked, rotated and inflated: Costco. Engine tuned and all...

Blog, Bill Cassidy, Institutional Banking

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Confessions of an ethical hacker

Tony Meholic | Information Security | 10/15/2015 2:48 PM

I always get a curious look and there’s often an uncomfortable pause whenever I tell someone that I’m an ethical hacker. I guess it’s because “ethical” and “hacker” seem to be contradictory terms t...

Blog, Tony Meholic, Information Security

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Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

Dwight Bateman, Director, SBA Credit Operations | Small Business Lending | 11/13/2018 10:00 AM

John Morgenthaler, Director, SBA Portfolio Manager | Small Business Lending | 10/16/2018 11:05 AM

Shelley Souza, Director, SBA Project Manager | Small Business Lending | 8/31/2018 8:30 AM

Lucia Guerra, Director SBA Loan Closing Manager | Small Business Lending | 7/17/2018 1:27 PM

| Payments 2/28/2018 10:52 AM

Jeff Nager, EVP and Head of Small Business Lending | Small Business Lending | 12/8/2017 1:30 PM

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

Finetics Studio | Payments | 7/5/2016 11:32 AM

Finetics Studio | Payments | 6/27/2016 12:49 PM

Payments | Finetics Studio | 6/14/2016 9:59 AM

Cheryl Gurz | Retail Operations | 5/2/2016 1:04 PM

Finetics Studio | Payments | 4/27/2016 9:45 AM

Paul Landry | Tax fraud and prepaid | 4/25/2016 1:19 PM

Bill Cassidy | Institutional Banking | 1/12/2016 12:13 PM

Finetics Studio | Payments | 1/4/2016 4:14 PM

The Bancorp | Corporate | 1/4/2016 10:00 AM

Scott Megargee | Commercial Fleet Leasing | 12/14/2015 2:50 PM

Jeremy Kuiper | Payment Solutions | 12/8/2015 6:20 PM

Matt Carberry | Payments | 10/19/2015 1:25 PM

Pete Chiccino | Information Technology | 10/19/2015 1:23 PM

Gail S. Ball | Operations | 10/15/2015 4:19 PM

Jill Kelly | Healthcare Solutions | 10/15/2015 4:17 PM

Bill Cassidy | Institutional Banking | 10/15/2015 4:12 PM

Tony Meholic | Information Security | 10/15/2015 2:48 PM

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