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ABA Banking Journal Podcast

How institutional banking helps build one regional bank's strategy

25 Jul 2025

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Alongside the commercial and consumer markets, institutional banking is one of three strategic pillars of $70 billion-asset UMB Bank. On the latest episode of the ABA Banking Journal Podcast, UMB's Phil Mason discusses: How institutional banking — which includes capital markets, corporate trust, custody and health savings accounts — fits into the business model of the Kansas City, Missouri-based bank and helps extend its footprint coast-to-coast. Investments in technology to support the growth of institutional banking. The recent expansion in HSA eligibility and how UMB Bank uses the product to engage both business clients and consumers. How UMB sources the right mix of talent — particularly from within — to support the diverse and individualized needs of its institutional clients.

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