Technology at Work For the Municipal Treasurer

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Technology at Work For the Municipal Treasurer

• Welcome GIOA Members
• Multi-Bank Securities, Inc
• (Tim Peacock)
• FTN Financial Main Street Advisors
• (Rick Phillips)

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About eConnectDirect

• Core Deliverables to the Municipal Treasurer
• On-Demand Market Intelligence
• Search Compare
• By CUSIP, Product, Type
• Executable Offerings Pricing
• Aggregation of Offerings
• Agencies
• CDs
• Treasuries
• More
• Best Price (Yield) Practices
• On-line Execution
• Redundancy Compliance Controls
• Live Customer Support
• Portfolio Service Position Management

• Powered by
• Multi-Bank Securities, Inc.
• Member FINRA (1987)
• CRD 22098
• ZERO Regulatory Customer Complaints
• Primary Underwriter
• U.S. Agencies
• CDs
• Corporate Debt
• Safekeeping
• Products Services Tailored to the Municipal
  Client

EASY, SAFE, INTUITIVE, TRANSPARENT
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CD Marketplace Search / Compare
FDIC Insured Marketplace
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CD Marketplace Transact
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U.S. Agencies Search / Compare
Aggregation
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U.S. Agencies Search / Compare
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U.S. Agencies Search / Compare
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U.S. Agencies Transact
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U.S. Treasuries Market
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Request a Quote Customer Support
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Position Portfolio Tools / Resources

• Insurance Tracking Mergers / Acquisitions /
  Failure
• Reports
• Accrued Interest
• Cash Flow
• BondEdge
• Trade Documentation
• Tickets
• Confirms
• Statements

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Disclosure

• Multi-Bank Securities, Inc. (MBS) cannot be held
  responsible for errors regarding time and/or
  price on buy/sell requests. Information provided
  in this presentation has been prepared from
  sources known to be reliable, but is not
  guaranteed and is not a complete summary or
  statement of all data necessary for making an
  investment decision. This is for informational
  purposes only and does not constitute a
  recommendation please confirm all information
  before investing. Securities discussed are
  subject to availability and change in price and
  yield. Changes to assumptions may have a material
  impact on returns. Past performance is not
  indicative of future returns. For institutional
  investors only.

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For more information
www.eConnectDirect.com [phone]