Digital Banking Built for Your Business
Stifel Bank Treasury
Today’s businesses need more than online banking. They need a platform that brings visibility, control, and efficiency together in one intuitive experience. Our digital banking experience is designed to help you manage cash flow, make payments, and stay connected to your finances with confidence, whether you’re in the office or on the go.
Stifel Bank Treasury
A full-featured treasury management platform built for our business clients
- Dashboard with balances and account actions at your fingertips
- Fast ACH and wire payments, including payments started from an uploaded invoice
- One Task Page to review and approve transactions
- Bulk statements across multiple accounts and months
- Self-service wire instructions
- Integrations with NetSuite, QuickBooks, Sage Intacct, Xero, and Plaid
- Mobile app with biometric login, payment approvals, Positive Pay decisions, and mobile deposit
A Dashboard Designed for Clarity
Everything starts with the dashboard. Thoughtfully organized and easy to navigate, it puts balances, account actions, and self-service wire instructions at your fingertips the moment you log in.
Streamlined Workflows
Send ACH and wire payments quickly and confidently with an intuitive payment experience designed to save time and reduce manual work. The platform also supports invoice uploads, allowing you to initiate payments directly from invoice documentation.
Organized Task Management
Your dedicated Task Page helps you stay on top of outstanding actions and approvals. From pending payments to required reviews, you can quickly identify and prioritize the items that need attention to keep business operations moving.
Get Connected
Reduce manual entry, create more efficient workflows, and simplify reconciliation with integrations to leading financial and business management platforms, including:
Simplified Document Management
Managing financial records is easier with bulk statement access. Pull statements for multiple accounts and months at once to save time, improve organization, and get faster access to the documents your business needs for reporting, reconciliation, and recordkeeping.
Banking Wherever Business Takes You
With our full-featured mobile app, your business banking travels with you. Log in with biometrics to access accounts, initiate and approve payments, respond to Positive Pay exceptions, and deposit checks, all from your device.
Managing Safety & Security
Stifel Bank provides multiple layers of protection for clients. From deposit products offering expanded FDIC insurance per insurable capacity to the Stifel Bank Treasury Central secure browser and online resource center, we work continually to protect our clients. We refine our policies and procedures to address an ever-evolving threat landscape. Yet, risk exists and we all must remain vigilant. Learn more about best practices in protecting your company from online threats and cybercriminal activity.
Contact Us
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