Pub. 10 2021 Issue 3

Pub. 10 2021 Issue 3 29 Certain information displayed herein was obtained from sources we believe to be reliable, but we are unable to offer any guarantees as to its accuracy or completeness. Bank dealer services offered through Institutional Investments, Bank of Oklahoma, which operates as a separately identifiable trading department of BOKF, NA. Services may be offered under our trade name, BOK Financial Institutions Group. BOKF, NA is the bank subsidiary of BOK Financial Corporation. Some services may be offered through BOK Financial Securities, Inc., member FINRA/SIPC, and an affiliate of BOKF, NA. Investment products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE . ALREADY SOLVING YOUR NEXT CHALLENGE. Capital Planning Budgeting Profit Projections ALCO Capital Planning Decay/Beta Analysis Regulatory Investment Portfolio Investment Duration Investment Mix Interest Rate Risk Loan Pricing Floors From regulatory requirements to working toward enhancing your financial institution’s performance, the challenges are growing even more demanding by the day. Fortunately, we understand what you’re up against. We can help you navigate the many complexities of your operation with confidence, as well as provide you with solutions that are backed by our own experience and resources. We know how to get you there, because we’ve already been there. Learn more at www.bokfinancial.com/institutions. Bank dealer services offered through Institutional Investments, Bank of Oklahoma, which operates as a separately identifiable trading department of BOKF, NA. Services may be offered under our trade name, BOK Financial Institutions Group. BOKF, NA is the bank subsidiary of BOK Financial Corporation. Some services may be offered through BOK Financial Securities, Inc., member FINRA/ SIPC, and an affiliate of BOKF, NA. Investment products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Sign up to receive invitations to upcoming webinars offered throughout the year. Go to bokfinancial.com/webinar or scan the QR code.