Stifel Gains Insight and Curbs Expense with Weiland BRMedge

Stifel Financial Corp., as part of a review of treasury operations, turned to Weiland BRMedge from Fiserv to ensure it was not overspending on bank fees.

The hosted solution from Fiserv includes advisory services and has enabled the global wealth management and investment banking firm to achieve these key benefits:

  • More than $300,000 in savings annually
  • Identification of inactive accounts that could be eliminated to reduce costs and risk
  • Increased cash management transparency
  • Improved bank relationships

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