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BeSmartee and SWBC Lending Solutions Partnership.                 .                 We’re excited to partner with SWBC. [...] Beyond a clear core-values match, both companies are pioneers in their domains. Together, both will help modernize our mutual clients' mortgage lending businesses so they can thrive and prosper in challenging or booming markets

Besmartee And Swbc Lending Solutions Unite To Offer Enhanced Digital M

SAN ANTONIO, July 25, 2024 /PRNewswire/ -- SWIVEL, a transaction enablement fintech that removes friction in the movement of money for financial institutions and other payment communities, announced today its integration with Apple Pay® that enables its credit union and community bank clients to accept loan payments from members and customers through the mobile wallet. The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers.Jason O'Brien, CEO of SWIVEL. Within financial services, there exists a requirement in which institutions will not accept certain forms of payment (such as a credit card) against a consumer loan or auto loan. SWIVEL's integration with Apple Pay is unique in that it features a proactive capability that automatically filters cards loaded within a consumer's Apple Pay wallet and presents only the cards that can be used as acceptable payment options for an individual loan. This is strategically beneficial for credit unions and banks as it improves the customer experience by streamlining the loan payment process while improving the performance of payment reminders sent to customers through the mobile channel."The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers, but too often the opposite is the case when non-accepted payment options are presented to the consumer," said Jason O'Brien, CEO of SWIVEL. "With our innovative Apple Pay integration, we are solving that problem for the financial institutions we serve, supporting better digital banking experiences for their customers and driving better loan payment performance through the channel."

Swivel Announces Unique Apple Pay® Integration Capability To Improve Loan Payment Performance For Community Financial Institutions

SAN ANTONIO, Sept. 11, 2023 /PRNewswire/ -- SWBC Investment Company is excited to announce that Kevin Graham has joined the company as Senior Vice President – Wealth Management. In this role, he is responsible for the strategy, design, development, and growth of the wealth management division. He will ensure the team provides comprehensive solutions, holistic financial planning, and personalized investment portfolios through a client-centric approach, regular communication, and smart risk management strategies.Kevin Graham"Kevin has been developing investment solutions for investors and working with financial advisors for over 20 years," said John Tuohy, CEO at SWBC Investment Co. "As the financial markets continue to evolve, we believe now is an opportune time to recruit top advisors to our platform and deliver a number of private market offerings that will provide investors with access to innovative investment solutions. Our goal is to continue to build on the 47-year history of SWBC with focused expertise in wealth management."Graham has more than 20 years of experience in wealth management services, client experience enhancements, and product management oversight

Graham Joins Swbc Investment Company As Senior Vice President - Wealth Management

SAN ANTONIO, June 8, 2023 /PRNewswire/ -- SWBC Investment Services, LLC, announced it was named Co-Manager on the $137 Million Northside Independent School District's Unlimited Tax School Building & Refunding Bonds, Series 2023A Tax-Exempt Municipal Bond financing transaction. The bonds are designated for renovations to school facilities.We look forward to continuing to help Texas issuers have success in the municipal bond market. Tweet this John Tuohy, CEO of SWBC Investment ServicesIssuer: Northside Independent School DistrictIssue: Unlimited Tax School Building & Refunding Bonds, Series 2023ASecurity Type: Municipal BondTax Treatment: Tax ExemptAmount: $137,040,000SWBC's Role: Co-ManagerSale Type: Negotiated UnderwritingSale Date: 4/18/2023Settlement Date: 5/17/2023Use of Proceeds: School Buildings"We are thrilled that once again, SWBC's capital markets team was a co-manager for Northside Independent School District here in San Antonio. We look forward to continuing to help Texas issuers have success in the municipal bond market," said John Tuohy, CEO of SWBC Investment Services.In 2018, SWBC Investment Services launched its municipal underwriting of New Issue Bonds for a diverse number of public entities, including cities and counties; higher education institutions; independent school districts; municipal utility, water, drainage, and special districts; and regional transportation districts. Since, the company has managed over $1 billion of new issue municipal bond financing transactions.About SWBCAs a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world

Swbc Investment Services A Co-Manager On Northside Isd Bonds

SAN ANTONIO, May 9, 2023 /PRNewswire/ -- SWBC Investment Services, LLC, announced it was named Senior Manager and closed on a $25+ Million Tax-Exempt Municipal Bond financing transaction with the City of Del Rio, Texas (Val Verde County). This bond is designated for public improvements.Issuer: City of Del Rio, TexasIssue: Combination Tax and Revenue CO, Series 2023Security Type: Municipal BondTax Treatment: Tax ExemptAmount $25,175,000SWBC's Role: Senior ManagerSale Type: Negotiated UnderwritingSale Date: 3/27/2023Settlement Date: 4/19/2023Use of Proceeds: Public ImprovementsIf you're issuing bonds in Texas, we are here, we are local, and you should be talking to us. Tweet this John Tuohy, CEO of SWBC Investment Services"SWBC was founded in Texas in 1976 and has since been building strong relationships across the Lone Star State," said John Tuohy, CEO of SWBC Investment Services. "Our public finance business has been a great addition to our already established municipal bond desk. If you're issuing bonds in Texas, we are here, we are local, and you should be talking to us."In 2018, SWBC Investment Services launched its municipal underwriting of New Issue Bonds for a diverse number of public entities, including cities and counties; higher education institutions; independent school districts; municipal utility, water, drainage, and special districts; and regional transportation districts. Since, the company has managed over $1 billion of municipal bonds.About SWBCAs a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more

Swbc Investment Services To Participate In Municipal Bond Underwriting For The City Of Del Rio

SCOTTSDALE, Ariz., April 18, 2023 /PRNewswire/ -- equipifi, a fintech company providing banks and credit unions with a white label Buy Now, Pay Later (BNPL) solution, announced its partnership with SWBC, an international financial services company. Through equipifi, SWBC's clients will be able to offer BNPL solutions on their digital banking app, helping debit cardholders split their larger purchases into flexible installment loans.Through equipifi, SWBC's clients will be able to help debit cardholders split larger purchases into installment loans. Tweet this equipifi, a fintech company providing banks and credit unions with a white label Buy Now, Pay Later (BNPL) solution, announced its partnership with SWBC, an international financial services company.SWBC serves more than 1,400 financial institutions across all 50 states, supporting them in meeting their critical goals. With equipifi, SWBC's financial institution clients will be able to leverage their existing data and debit cards to extend BNPL offers that are in alignment with their members' financial goals. They will now have access to a competitive payment product that meets consumer purchase preferences, while increasing the value of their banking experience."We are thrilled to work with such an innovative and forward-thinking team who shares our passion for bringing timely solutions to the market," said Wanita Kaupert, EVP of Product Management for SWBC's Financial Institution Group. "Cash flow is more critical than ever, especially with so many credit union members experiencing negative wages in the current economic conditions

Swbc And Equipifi Partner To Bring Debit Card Bnpl To Financial Institutions

SAN ANTONIO, Jan. 10, 2023 /PRNewswire/ -- SWBC Investment Company is excited to announce that Chris McManus has joined the company as Senior Vice President – Private Markets. In this role, he will spearhead the firm's efforts to develop alternative investment strategies. Reporting directly to the company's CEO, John Tuohy, McManus will also be responsible for driving the fundraising, investor relations, and product development across SWBC's private markets business in the Americas. McManus Joins SWBC Investment Company as Senior Vice President — Private Markets. "Chris is a highly respected leader with over 15 years of industry experience

Mcmanus Joins Swbc Investment Company As Senior Vice President

AM Best Awards Credit Ratings to SWBC Property and Casualty Insurance Company and SWBC RE, Ltd.SAN ANTONIO, April 3, 2024 /PRNewswire/ -- SWBC continues its remarkable journey of resilience and prosperity through strategic initiatives and solid dedication as a beacon of financial stability in the insurance industry. Charlie Amato, SWBC Co-founder and Chairman. Gary Dudley, SWBC Co-founder and President

Swbc Achieves Excellent Recognition Status And Demonstrates Unwavering Financial Stability

SAN ANTONIO, Aug. 2, 2023 /PRNewswire/ -- SWBC is pleased to announce that Jim Pangburn has joined the company as CEO of SWBC RE, Ltd., the company's reinsurance division. Pangburn's roles and responsibilities will be multi-faceted to include maximizing reinsurance opportunities, as well as managing strategic partnerships across all lines of business, with a focus on financial institutions. He will also focus on his business relationships to look for opportunities to partner and grow the company.Jim Pangburn Joins SWBC"We are thrilled with Jim's decision to join SWBC," said Gary Dudley, SWBC President and Co-Founder. "He is a long-time friend and business partner, and with his leadership and track record of success, we know he will be a great addition to the SWBC team."Prior to joining SWBC, Pangburn worked for American National Insurance Company (ANICO) for more than 25 years, most recently as Executive Vice President – Specialty Markets Group. During his time at ANICO, he was responsible for the development, sale, and administration of the American National specialty insurance and credit-related insurance products and services."Jim brings a wealth of experience and deep understanding of the financial services industry," said Charlie Amato, SWBC Chairman and Co-Founder

Former American National Executive Joins Swbc

The SWBC Team scores a touchdown with Parsons as spokesperson and brand ambassador.SAN ANTONIO, April 27, 2023 /PRNewswire/ -- SWBC scores big as Micah Parsons, linebacker for the Dallas Cowboys and 2021 NFL Defensive Rookie of the Year, inks a deal to join the company's roster as spokesperson and brand ambassador. Parsons is a natural fit for SWBC, as his commitment to excellence – both on and off the field – resonates with the company's mission of providing customized financial and insurance solutions through a winning combination of world-class service and revolutionary technology for its customers."Micah is an exceptionally talented young man. When he's not on defense, he's making a difference in his community." Tweet this SWBC Signs its Top Draft Pick - Dallas Cowboys' Micah Parsons"Micah is an exceptionally talented young man. When he's not on defense, he's making a difference in his community," said Charlie Amato, SWBC Chairman and Co-founder. "SWBC is in all 50 states, and as a native of Harrisburg, Pennsylvania, and graduate of Penn State, we are confident that Micah will help inspire individuals and businesses to achieve their financial goals through our partnership."As part of a two-year agreement, Parsons will be featured across multiple media channels including social, TV, radio, and digital."Micah's career is just getting started, and we are excited to have him on board for what we know will be a successful journey," said Gary Dudley, SWBC President and Co-founder. "We look forward to his support of our financial products and services for individuals, businesses, and financial institutions.""I am thrilled to join the SWBC Team

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