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RBS Citizens wins Monarch Innovation Award from Barlow Research for referral agreement with Oppenheimer & Co. Inc.

Naming the referral agreement as the winner of its 2013 Most Innovative Product Award, Barlow cites RBS Citizens’ “deep, sector-specific expertise”

Boston (April 30, 2013) – RBS Citizens’ strategic referral agreement with Oppenheimer & Co. Inc. has been recognized as the Most Innovative Product of 2013 by Barlow Research Associates in its 2013 Monarch Innovation Awards. The award highlights RBS Citizens’ commitment to making it easier for middle market companies to develop financial strategies that encompass both commercial banking and investment banking products and services.

Under the agreement, RBS Citizens clients requiring financial advisory and equity capital markets services can be introduced to Oppenheimer, and Oppenheimer clients in need of traditional banking products and services such as debt syndications and extensions of credit can be introduced to RBS Citizens.

The Monarch Innovation Awards recognize “B2B innovations” within the financial services industry. Awards are presented to financial institutions and industry partners that provide the most innovative products to business customers. In announcing the award this week, Barlow Research praised “the ability to enable the RBS Citizens relationship managers to serve as objective advisors while delivering deep, sector-specific expertise that goes far beyond what comparable banks offer.”

“We created this strategic agreement with Oppenheimer last year to make it easier for middle market companies to access public equity markets and to engage in mergers, acquisitions and divestitures,” said Bob Rubino, Executive Vice President and Head of Corporate Finance & Capital Markets at RBS Citizens. “We now have helped several companies complete transactions through this agreement, and this recognition from Barlow Research is further validation of the value we are creating for our customers and for Oppenheimer’s customers.”

According to the 2013 M&A Outlook Survey published recently by RBS Citizens, more than 80 percent of middle market companies active in corporate development are pursuing acquisitions now or are open to making acquisitions in 2013.

The Monarch Innovation Awards were developed by Barlow Research Associates, Inc. to honor innovation in the financial services industry. The selection of an award winner is based upon several elements that include: uniqueness, stickiness, competitive dependability, value, ease of use and most innovative overall. Winners are judged by a panel of four jurists which includes experts in the financial services industry.

To learn more about RBS Citizens and its commercial lending and treasury products and services, go to the RBS Citizens online resource page or call (877) 220-0491.

About RBS Citizens Financial Group, Inc.
RBS Citizens Financial Group, Inc. is a $127 billion commercial bank holding company. It is headquartered in Providence, R.I., and through its subsidiaries has approximately 1,400 branches, approximately 3,600 ATMs and more than 19,000 colleagues. Its two bank subsidiaries are RBS Citizens, N.A., and Citizens Bank of Pennsylvania. They operate a 12-state branch network under the Citizens Bank brand in Connecticut, Delaware, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont; and the Charter One brand in Illinois, Michigan and Ohio. RBSCFG has non-branch retail and commercial offices in more than 30 states. RBSCFG is owned by RBS (the Royal Bank of Scotland Group plc). RBSCFG’s website is Citizens Bank.

CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania. CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MlP240, Dedham, MA 02026. (800) 942-8300.

About Barlow Research Associates, Inc. (BRAI):
Barlow Research Associates, Inc. was founded in 1980 to provide research and consulting services to the banking industry in the U.S. and overseas. BRAI specializes in custom research, strategic consulting and syndicated research programs in small business, middle market and Internet banking. All three syndicated programs provide a continuous flow of market knowledge and competitive intelligence to member institutions. www.BarlowResearch.co.

About Oppenheimer
Oppenheimer Holdings Inc. (OPY on the NYSE), through its principal subsidiaries, Oppenheimer & Co. Inc. (a U.S. broker-dealer) and Oppenheimer Asset Management Inc., offers a wide range of investment banking, securities, investment management and wealth management services from 94 offices in 26 states and through local broker-dealers in five foreign jurisdictions. Oppenheimer employs over 3,500 people. Oppenheimer offers trust and estate services through Oppenheimer Trust Company. Oppenheimer Multifamily Housing & Healthcare Finance, Inc. is engaged in mortgage brokerage and servicing. In addition, through its subsidiary, Freedom Investments, Inc. and the BUYandHOLD division of Freedom, Oppenheimer offers online discount brokerage and dollar-based investing services. Oppenheimer’s website is www.opco.com.



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