The Steward Program is Bishop & Finch's institutional program that tackles areas where business costs rapidly increase: banking, healthcare premiums, and employment costs.
Schedule a 1-on-1 →The Steward Program tackles the areas where business costs rapidly increase. Bishop & Finch delivers two institutional-grade solutions through a single, seamless partnership, positioning your firm at the center of your clients' financial architecture.
Products and programs typically reserved for businesses doing $100M+ in volume per year. Bishop & Finch provides scaling businesses access to enterprise-grade transaction processing with 33+ global correspondent banking relationships, zero volume caps, reserve holds, or hidden fees.
A preventative health program that improves health standards held by employees, immediately improving culture and reducing rising health costs. Delivered through fully compliant pre-tax structures under IRC §125, §213, and §105, at zero cost to both employers and employees.
Your clients see you — not us. Bishop & Finch operates entirely behind the scenes while your firm delivers enterprise-grade banking and benefits as its own advisory offering.
No platform fees, integration costs, or minimum commitments of any kind.
Fully managed implementation with dedicated support at every stage.
Advisory compensation for the life of each client relationship you introduce.
Bishop & Finch operates invisibly. Your firm owns the client relationship.
Begin with a single client introduction. Scale at your own pace.
Both Global Institutional Banking and The Financial Health Standard, delivered as one program.
Through 33+ correspondent banking relationships, we engineer the most efficient payment stack for each client's specific vertical, volume, and risk profile.
Correspondent network spanning domestic and international rails
Intelligent routing and redundancy across acquiring partners
No reserve holds, no hidden fees, no arbitrary limits
Named relationship manager, 24/7 operations team
The Financial Health Standard is a preventative health program for organizations with 50+ full-time W2 employees. It improves health standards held by employees, immediately improving culture and reducing rising health costs. Delivered through fully compliant pre-tax structures.
A comprehensive employee health program structured under existing IRS code — delivering genuine value at zero cost to employers and employees.
Clients may qualify for one or both programs. Many do.
Hypothetical firm — 200 full-time employees, $3M monthly revenue.
Partners pay nothing — no platform fees, no minimums, no commitments. Bishop & Finch compensates you for the life of each client relationship.
A streamlined process designed to preserve your client relationships while delivering institutional-grade infrastructure.
A confidential discussion to understand your practice, client base, and strategic objectives. No commitment required.
We handle every aspect of integration. Zero platform fees, zero technical burden on your team. Fully supported implementation.
You introduce eligible clients. Bishop & Finch operates in the background. Your firm remains the trusted steward of the relationship.
Advisory compensation for the life of each client relationship. Continuous support, reporting, and optimization from our team.
Not a single processor — a network of institutional partners, intelligently matched to each client's profile.
Every program structured under existing IRS code. Annual audits, DOL compliance, ERISA adherence.
Named relationship managers, 24/7 operations, quarterly business reviews, and dedicated onboarding teams.
No cost, no integration burden, no disruption. We designed this to make your firm look brilliant.
“We built The Steward Program for firms that believe their clients deserve institutional-grade financial infrastructure — without the institutional price tag.”
The Steward Program is a private institutional offering consisting of two complementary solutions: Global Institutional Banking and The Financial Health Standard. Both are implemented at zero cost to participating firms and their clients.
No. There are no participation costs, platform fees, integration costs, or minimum commitments. Bishop & Finch provides full white-glove onboarding support at no charge.
Participating firms receive ongoing advisory compensation for each client relationship introduced. For Institutional Banking, compensation is based on a percentage of net revenue from client processing volume. For the Health Standard, it's a recurring per-capita fee based on enrolled employee count. Compensation continues for the life of the relationship.
For Institutional Banking, clients need $1M+ in monthly revenue. For The Financial Health Standard, organizations need 50+ full-time W2 employees. Organizations meeting either criterion may qualify.
Bishop & Finch operates in the background. Your firm is positioned as the steward of your clients' financial architecture, not a referral source. The firm relationship remains primary at all times.
The Steward Program is available to accounting firms, registered investment advisors, family offices, and strategic partners serving enterprise client relationships.