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What do you look for when choosing a financial institution for your public entity? Please prioritize from 1 (most important) to 7 (least important).
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1
2
3
4
5
6
7
Highest paying interest rate
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1
2
3
4
5
6
7
Easily accessible customer service representative
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1
2
3
4
5
6
7
Online accessibility
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1
2
3
4
5
6
7
Technology accessibility
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1
2
3
4
5
6
7
Local representation
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1
2
3
4
5
6
7
Security of funds/Collateralization
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1
2
3
4
5
6
7
Ease of opening accounts/making changes to accounts
What resources do you use for gathering information on financial decisions (such as rate comparisons, investment opportunities, funding options)? Please select ‘Other’ to share additional detail on where and how often you gather information.
Online general search
Bank websites
Municipal periodicals
Municipal websites
Telephone calls
Other
0
/250
Would you be interested in receiving Prospect Bank’s weekly MuniWise rate sheet emailed directly to you? If yes, please also select ‘Other’ and provide email address below.
No
Yes
Other
0
/250
Do you invest funds with other organizations? If so, please select ‘Other’ to share where funds are invested.
No
Other
0
/250
What types of investment and/or deposit services does your entity use currently or plan to use in the future?
CDs
Investment Sweep Accounts
Online Banking
ACH Origination Services
Business debit cards
Merchant Services – Credit/Debit card processing
Positive Pay
Remote Deposit Check Scanner
Lockbox
Wire Transfers
Purchasing Cards
ACH Debit Block
Does your entity take advantage of Prospect Bank’s MuniWise suite of products?
Yes
No
What is your entity’s typical process when borrowing funds?
Distribute a bid request to local institutions
Contact my primary banker
Other
0
/250
How frequently does your organization have borrowing needs?
Quarterly
Annually
Every 2-4 years
Every 3-5 years
Other
0
/250
Do you anticipate any borrowing needs within the next 24 months? If so, please explain.
0
/500
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