The Commercial Banking Disruption

Changing the Focus of Engagement in Commercial Banking

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The Commercial Banking Distruption

Farming & Agriculture

Food & Beverage Distribution

Manufacturing

Healthcare

The 30-Second view of what we do

A Differentiated Experience with a Banker and a Bank has shifted from a "product/solution conversation" to a different Conversation. . . a Conversation based on Business Insight, Business Acumen and Unsolicited Ideas.

The end state. . . a Conversation that builds a Partnership with the Business Owner and Long-Term Market Growth for the Banker.
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The conversation in commercial banking has changed.

  • A rapidly changing world, a changing economy and a highly competitive banking environment have changed the rules of engagement in Business and Commercial Banking. . . and will keep changing the rules in the years ahead
  • A focus on banking products/solutions by simply responding to requests has become increasingly ineffective for Retaining, Expanding and Acquiring significant Business Partnerships
  • A Differentiated Experience with a Banker and a Bank has shifted from a “product/solution conversation” to a different conversation. . . a Conversation that brings the Banker’s Business Insight, Business Acumen and Unsolicited Ideas to the table. In short, a Conversation that builds a Partnership with the Business Owner
  • Changing the Focus of Engagement. . . We help Commercial Bankers and Commercial Banking Teams build and sustain a focus on the “Right Businesses with the Right Conversation”

The End Result. . . Higher Retention, Expansion and Acquisition of the “Best Businesses” in the Market.

Many Business Owners have Changed

They’re Looking for a Different Type of Relationship with their Banker. . . They’re Looking for a Partnership.
Find out How

Changing the Focus of Customer Engagement

Leading for Proactive Market Growth. . .
Leading Your Market Team in a Constantly
Changing Banking Environment.
Learn how to be Engaging

Re-Inventing the Customer Experience

Changing the Conversation with the Business Owner.
Let's Discuss How

What Our Clients Say

Market Leader in Mid-Size Market

Absolutely finding the best success with the lending officers who embrace Proactive Market Development, especially as it relates to industry knowledge and relationship planning and preparation.

Market Leader on the Gulf Coast

The Proactive Market Development Process ROI in all three of our markets in the Gulf Coast is off the charts. We’re making sure we keep pedaling hard even while enjoying the down slopes. Run as to win!