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R&T Deposit Solutions: Advanced, Technology-Based Deposit Solutions

Gary Hom, R&T Deposit Solutions | Banking CIO Outlook | Top Retail Banking Solutions CompaniesGary Hom, EVP and Chief Information Officer
R&T® Deposit Solutions (R&T) has earned a distinguished reputation in the banking and financial services industry for providing innovative cash management solutions that help financial institutions build stronger and deeper relationships with their existing customer base, grow their new customer base and better manage their balance sheet.

R&T administers technology-centric deposit placement programs, including the Demand Deposit Marketplace® Program (“DDM® Program”), which give financial institutions the ability to offer automated, efficient cash sweep programs to their customers, while also serving as a daily balance sheet management solution for those institutions.

The deposit placement programs administered by R&T are networks of hundreds of participating banks, depository institutions, trust companies, wealth managers and broker-dealers. When combined, the power of those networks allow R&T to maximize the value it can offer to the financial institutions participating in them. Currently, R&T has approximately $162 in assets under administration across its administered programs.

A key benefit for a financial institution sending its customers’ funds into a program administered by R&T, especially during times of economic uncertainty, is the ability for the institution to offer its customers access to an expanded level of Federal Deposit Insurance Corporation (“FDIC”)-deposit insurance coverage on their funds. Under the programs, customer funds sent into the program are allocated to multiple FDIC-insured receiving banks, in increments of up to $250,000, per eligible depositor (e.g. based on TIN), per receiving institution, per account ownership category, resulting in the customer receiving access to an expanded level of FDIC deposit insurance coverage on their funds (up to the relevant program limit).
Currently, under the DDM Program, financial institutions can provide their customers with access of up to $50 million dollars per customer (e.g., based on TIN) in FDIC deposit insurance coverage on their funds. Although the customer’s funds are allocated to multiple receiving FDIC-insured banks, the customer continues to have daily access to their funds through their single primary financial institution that placed their funds into the program.

Aside from the above, the programs administered by R&T also give participating institutions, whether sending or receiving funds under the programs, the ability to strategically manage their balance sheet.

“We are always striving to enhance our offerings to make the process of bringing products to end customers as effortless as possible for our clients”, says Gary Hom, EVP and Chief Information Officer at R&T Deposit Solutions.

“R&T also provides our clients with comprehensive support and reporting tools, including an online account portal that provides a participating institution and its customers with a detailed summary of deposits and activity in the program.”

By offering white-label solutions and establishing API integrations with core banking systems and trust accounting platforms, R&T is able to deliver a seamless experience to its clients.

We are always striving to enhance our offerings to make the process of bringing products to end customers as effortless as possible for our clients

The backbone of R&T’s success lies in its team of dedicated professionals. By harnessing the collective knowledge of its employees, R&T delivers thoughtful solutions rooted in expertise and fosters a culture that understands the importance of risk management and compliance.

Positive client feedback stands as a testament to R&T’s success, reflected by its commendable net promoter score and strong referral business. This echoes R&T’s commitment to continuously refine its programs according to evolving client demands and market requisites.

For R&T, the goal is straightforward––to provide a seamless experience to our financial institution clients and their customers while introducing advanced features to help them make the best use of emerging opportunities.

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Top 10 Retail Banking Solutions Companies – 2023

R&T Deposit Solutions

Company
R&T Deposit Solutions

Management
Gary Hom, EVP and Chief Information Officer

Description

Founded in 1974, R&T Deposit Solutions provides deposit and liquidity solutions to financial intermediaries around the country. R&T offers a wide range of innovative tech-enabled services to help banks, credit unions, broker-dealers, trust companies and wealth

R&T Deposit Solutions News

R&T Deposit Solutions appoints Jason Mull as CRO & CISO

NEW YORK, -- R&T Deposit Solutions ("R&T"), a leading provider of tech-enabled liquidity management, deposit funding, and securities-based lending programs, announced today that it has appointed financial services security veteran Jason Mull as Executive Vice President, Chief Risk Officer (CRO) & Chief Information Security Officer (CISO). Mr. Mull will report directly to R&T's Executive Chairperson, Susan Cosgrove. In this role, Mr. Mull will lead the firm's Risk Division and information security program, where he will play a crucial role ensuring the safety and soundness of R&T.

Mr. Mull joins R&T from CLS Bank International, the world's leading provider of risk management and operational services for the global foreign exchange market, settling on average US$6 trillion daily across 18 currencies. Mr. Mull served as Chief Information Security Officer, overseeing the cyber and information security functions. Additionally, Mr. Mull was instrumental in helping to drive the organization forward on cyber resilience.

Mr. Mull is an experienced risk and security executive with an extensive background in information security and data protection, spanning thirty years in consulting firms, financial services organizations, federal and state government service providers, and the United States military. He has a proven track record of successfully operating in the most heavily regulated environments of systemic importance.

"This appointment comes at a pivotal time for R&T, as we continue to invest in technology and innovation to meet the evolving needs of our clients and stakeholders," stated Susan Cosgrove, R&T's Executive Chairperson. "Jason's extensive background and experience will be invaluable in aligning our enterprise risk management and information security strategy with our overall business objectives."

"We are thrilled to welcome Jason to R&T. His leadership and expertise will play a crucial role in strengthening our risk management and information security framework and ensuring that our organization remains at the forefront of cybersecurity and data protection," said Joe Jerkovich, President & CEO, R&T Deposit Solutions."

Jason's ongoing commitment to the protection of critical business infrastructure is reflected in his prior service as a board member at the Analysis & Resilience Center for Systemic Risk (ARC), a non-profit, cross-sector organization designed to mitigate systemic risk to the nation's most critical infrastructure from existing and emerging threats.

R&T Deposit Solutions Names Jason Cave as Strategic Advisor for Regulatory and External Relations

NEW YORK, -- R&T Deposit Solutions ("R&T"), a leading provider of tech-enabled liquidity management, deposit funding, and securities-based lending programs, announced today the appointment of Jason Cave as a Strategic Advisor for Regulatory and External Relations.

Mr. Cave brings over 30 years of experience in public leadership, regulatory development, and financial institution stability. He previously held roles at the Federal Deposit Insurance Corporation ("FDIC") and Federal Housing Finance Agency ("FHFA"), helping to shape regulations that promote stability across banking, mortgage finance, and technology sectors.

"I am excited to welcome Jason to our team. His expertise in regulatory and financial intricacies reinforces our commitment to excellence and will help us serve our clients with precision and perspective," said Susan Cosgrove, Executive Chairperson at R&T. "Together, we are focused on creating a better future for our clients, shaping a landscape of financial institution stability and strategic innovation."

At the FDIC, Mr. Cave led capital markets operations and the bank risk oversight program. In this role, he worked to deliver large-scale regulatory initiatives by collaborating with bankers, market participants, and regulators both in the U.S. and internationally. He also served as the FDIC's top representative on the Basel Committee on Banking Supervision for over a decade. As the founder of the FHFA's Office of Financial Technology, Mr. Cave built a network of over 100 market participants in the mortgage and technology industries. He also served on the Financial Stability Oversight Committee, working alongside federal and state regulators to establish new standards for large non-bank firms. His leadership extended to overseeing Fannie Mae and Freddie Mac as the Conservator, driving their growth in capital and liquidity while building operational resilience and readiness programs.

"I have long admired R&T's emphasis on innovation for the benefit of their clients and the broader financial ecosystem, and I am grateful for the opportunity to work with Susan, Joe and the rest of the team to contribute to that effort," said Mr. Cave.

"As R&T continues to grow its network of financial institutions and provide them with access to billions of reciprocal deposits and other liquidity solutions, Jason's appointment reflects our commitment to hire seasoned industry experts to enhance the service we provide to our clients," said Joe Jerkovich, President & CEO at R&T. "His extensive background in the industry will contribute to further solidifying our position as one of the foremost providers of deposit sweep services, and I look forward to introducing Jason as a resource to our partners and clients."