Same people. Same personalized service. New name.

Dear Friends and Clients,

In the fall, we shared with you that our parent company, CoBiz Financial, had joined forces with BOK Financial. Beginning Monday, March 25th, all CoBiz Financial companies will officially be rebranded as BOK Financial. This includes: CoBiz Insurance, Colorado Business Bank, Arizona Business Bank and CoBiz Wealth*. We will be rebranded as BOK Financial Insurance. Bank of Arizona and Colorado State Bank and Trust will also be officially rebranded as BOK Financial. The Milestone Group rebrand will follow in the fall of 2019.

The great news is that both CoBiz Insurance and BOK Financial have always shared the same goal – to help our clients make more informed and better decisions together. We believe the combination of our two institutions has created a regional financial services company that can better support your financial needs, better protect your businesses and families with our risk management capabilities and better help you and your employees with benefit plans and wellness programs that seek to improve overall wellbeing.

Our commitment to personalized, local service will not change, but we'll now offer increased capabilities and have more resources to help improve the health of your people, protect your business and support your businesses and families. In addition, the Wealth Management team has greater resources, more capabilities and an expanded "intelligence network" to offer more ideas and more planning opportunities. To learn more, review the Questions and Answers below, or download the helpful "Your Guide" below.

Should you have any questions, we encourage you to call or visit with any of your CoBiz Insurance, soon to be BOK Financial Insurance, team members. Thank you for your business and for the trust you have placed in us for so many years.


Todd McLean
President
CoBiz Financial Insurance (soon to be BOK Financial Insurance)
* CoBiz Wealth will be rebranded to a BOK Financial brand later in 2019.

 

QUESTIONS AND ANSWERS

Q: How do I find out more about the systems integration and new name?

A: Below, you will find a comprehensive overview – Your Guide – which highlights what you need to know about our systems integration and name change. If you have more questions, please contact your Insurance team member for details.

Your Guide-Colorado     Your Guide-Arizona

Q:Will the BOK Financial name be used in other markets?

A: We will operate as BOK Financial in Arizona and Colorado. Below is a snapshot of how we will be branded going forward.

A SHARED PHILOSOPHY AND PASSION FOR THE COMMUNITY 

Our commitment to the community will continue to build on what CoBiz Financial and BOK Financial have already established. We are committed to growing relationships and our presence in Arizona and Colorado through our unique style of serving the community. Our community commitment runs deep at both the local and parent level. Here are some highlights of BOK Financial's commitment in Arizona, Colorado and overall: 

Arizona

  • Community Commitment to Arizona Organizations: Over $227,000 in community contributions to more than 60 Arizona organizations in 2017.
  • Nonprofit Leadership: Over 35 nonprofit leadership positions filled by Bank of Arizona employees.
  • Outstanding Women Leaders Program: Recognizing Arizona's community leaders through education, engagement and networking events.

Colorado
  • Community Commitment to Colorado Organizations: Over $350,000 in community contributions to more than 50 Colorado organizations in 2017.
  • Improving Financial Literacy: Colorado State Bank and Trust employees volunteered over 235 hours to aid financial literacy efforts with Junior Achievement through the "Learn for Life" program. 

All Regions
BOK Financial gives back to the many communities it serves, including:
  • $5.1 Million: The financial investment BOK Financial and the BOKF Foundation made in communities throughout our markets in 2017.
  • 690+: The number of nonprofits and organizations impacted directly through BOK Financial's support.
  • 711: Nonprofit leadership positions filled by 403 employees who served on nonprofit boards and committees.
  • 5,263: Children taught by the "Learn for Life" financial literacy program.
  • $2.2 Million: Employee contributions to the United Way.
  • $940,000: Corporate contributions to the United Way.

MORE ABOUT BOK FINANCIAL CORPORATION

BOK Financial Corporation is a top-25, U.S.-based financial services company with $38 billion in assets and $82 billion in assets under management, headquartered in Tulsa, Oklahoma. BOK Financial combines nationally competitive products with local personalized service delivered by with experienced bankers who truly understand their customer's personal and business financial needs.

BOK Financial Corporation is publicly traded and listed on the NASDAQ as BOKF. You can find out more about our parent company by visiting the investor relations website at bokf.com.


© 2019 Services provided by BOKF, NA, Member FDIC. Equal Housing Lender.  BOKF, NA is the banking subsidiary of BOK Financial Corporation. BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries, BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary, BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, and The Milestone Group, also an SEC registered investment adviser. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE