What is a financial intermediary?

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What is a financial intermediary?

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The financial intermediaries specialized in mediating between two figures involved in a financing process, taking charge of establishing the relationship who needs the funds. Read more: – PowerPoint PPT presentation

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Updated: 6 December 2022
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Title: What is a financial intermediary?


1
PROMINENCE CLIENTS TRUST MANAGEMENT
2
WHAT IS A FINANCIAL INTERMEDIARY?
Today many people dont know what is financial
intermediary is and what its functions are. The
financial intermediaries are the institutions
specialized in mediating between two figures
involved in a financing process, taking charge of
establishing the relationship between the natural
or legal person who needs the funds.
3
THESE ARE INSTITUTIONS THAT OFFER OPERATIONS
MANAGEMENT SERVICES, CREDITS, private financing,
investment, and a lot more services. A financial
institution is dedicated to channeling the
savings of those who have funds toward financing
those who request it.
4
THERE ARE TWO TYPES OF FINANCIAL INTERMEDIARIES
Banking intermediaries - Here you can find
private banks, credit unions, and savings banks.
The main offer with which they have credits and
loans for those who request private
financing. Non-banking intermediaries - Here
there is a wide variety of entities and they will
depend on the asset with which they work. Some of
the functions carried out by these types of
entities are also recurring in banking entities,
but, for example, non-bank financing is
increasingly taking on a more fundamental role.
5
THERE ARE OTHER FUNCTIONS CARRIED OUT BY
FINANCIAL INTERMEDIARIES APART FROM THE
INTERMEDIATION BETWEEN THE TWO PARTIES
? Reduces the risk of assets thanks to the
diversification of the investors portfolio. ?
Activate the fund market and channel savings
toward investment. ? Covers financial needs and
activates the business fabric, contributing to
the growth of companies
6
LEARN ABOUT AND ANALYZE MARKET TRENDS IN THE
FINANCING SECTOR
At the financial institution, they will work to
cover the financial needs of our clients, making
them obtain the immediate liquidity they need at
certain times to be able to face their reality
and continue their operations and daily activity.
7
The financial agents are aware of the needs of
clients and liquidity applicants, which is why
they work with the financial products that most
help small, medium, and large companies and with
the financial products that are of most interest
to the self-employed. You can learn more about
the promissory note discount service, factoring,
confirming, and many more. Of course, they make
an instant contact service available to all users
with our chats, forms, telephone numbers, and
emails.
8
IN ADDITION TO THIS, THEY HAVE A NETWORK OF
financial intermediaries, who manage the
operations of clients who normally have the
treasury outsourced. The important thing is to
have at hand the different financing scenarios
that a company has, so as not to depend on only
one, but to be able to diversify.
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THANK YOU
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