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β Due DiligenceποΈ Products/Services
1. Personal and business banking: This includes checking and savings accounts, credit cards, loans, mortgages, and other financial products and services for individuals and businesses.
2. Wealth management: BOK Financial offers investment management, trust and estate planning, private banking, and retirement planning services.
3. Insurance: The company offers insurance products such as life, home, auto, and business insurance to protect against financial risks.
4. Online and mobile banking: BOK Financial provides online and mobile banking services, allowing customers to manage their accounts, pay bills, and transfer funds between accounts.
5. Treasury and cash management: BOK Financial helps businesses manage their finances and optimize cash flow with services such as account tracking, electronic payments, and fraud prevention.
6. Commercial lending and financing: The company offers a variety of lending and financing options for businesses, including lines of credit, term loans, and equipment financing.
7. Merchant services: BOK Financial provides merchant services to help businesses accept electronic payments from customers, including credit and debit cards.
8. Investment banking: BOK Financial offers investment banking services such as underwriting, advisory services, and capital raising for businesses.
9. Real estate banking: The company provides specialized banking services for real estate developers, investors, and property management companies.
10. International banking: BOK Financial offers international banking services, including foreign currency exchange, trade finance, and letters of credit, to help businesses navigate global markets.
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2. Wealth management: BOK Financial offers investment management, trust and estate planning, private banking, and retirement planning services.
3. Insurance: The company offers insurance products such as life, home, auto, and business insurance to protect against financial risks.
4. Online and mobile banking: BOK Financial provides online and mobile banking services, allowing customers to manage their accounts, pay bills, and transfer funds between accounts.
5. Treasury and cash management: BOK Financial helps businesses manage their finances and optimize cash flow with services such as account tracking, electronic payments, and fraud prevention.
6. Commercial lending and financing: The company offers a variety of lending and financing options for businesses, including lines of credit, term loans, and equipment financing.
7. Merchant services: BOK Financial provides merchant services to help businesses accept electronic payments from customers, including credit and debit cards.
8. Investment banking: BOK Financial offers investment banking services such as underwriting, advisory services, and capital raising for businesses.
9. Real estate banking: The company provides specialized banking services for real estate developers, investors, and property management companies.
10. International banking: BOK Financial offers international banking services, including foreign currency exchange, trade finance, and letters of credit, to help businesses navigate global markets.

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