Stifel

Stifel Solutions for Credit Unions is a dynamic suite of services, analytics, and products developed to help credit union executives and teams better manage their businesses while providing greater benefits to their members. Stifel’s primary focus is on providing investment banking services, including capital markets, advisory, and M&A services, to credit unions of all sizes.

Our investment banking team works closely with credit unions to develop customized solutions that meet their specific needs. This may include helping credit unions raise capital through public or private offerings, advising on mergers and acquisitions, or providing guidance on strategic planning and growth initiatives.

In addition to its investment banking services, Stifel also offers credit unions access to a wide range of other financial products and services. These may include wealth management and advisory services, cash management solutions, and treasury management services.

Services

  • • Asset Liability Management
  • • Regulatory Support
  • • Bond Accounting
  • • Safekeeping
  • • CECL
  • • CECL HTM

Analytics

  • • Client Portal
  • • Performance Architect
  • • Balance Sheet Optimization
  • • FIRST Model
  • • M&A Integration
  • • ECIP Modeling
  • • Agency Analytics
  • • Mortgage Analytics
  • • Municipal Credit Platform

Products

  • • Loan Trading
  • • Brokered CDs
  • • Balance Sheet Derivatives
  • • SBA Loan Purchases
  • • Subordinated Debt Issuance
  • • Securitization Issuance
  • • Sale/Leaseback
  • • CUOLI/Executive Benefits
  • • Bond Trading

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