For your firm and your clients, Excel offers customized banking solutions that will help you grow your practice and better manage day-to-day operations.

Easy to Manage Accounts. At Excel, we streamline managing your trust accounts in accordance with the standards of the State Bar of California. We automatically transfer IOLTA interest to the state program. We also offer standard accounts to maximize returns and manageability of operating funds.

Optimize Your Cash Flow. Our suite of cash management tools is designed to help you get money into your accounts faster, simplify day-to-day management of those funds, optimize earnings, and streamline bill pay.

Access Expert Financing. Whatever the financing needs of your firm, we can meet them. As an SBA Preferred Lender, Excel gives you access to decision-makers and lending specialists who will put together the best package for you.

Better Personal Banking. For you, your staff and your clients, our personal banking solutions offer excellent returns, the distinction of truly personalized service, and every convenience to help you make the most of your money.

Excel offers law firms a banking relationship that will:

• Streamline Account Management
• Help You Better Manage Cash Flow
• Facilitate and Finance Your Growth