The Local Economist
Winning New Commercial Deposit Opportunities
It’s no longer enough for a Financial Services Professional to be “just” a banker. To win new commercial opportunities and retain existing clients, commercial and business bankers must provide value and insights to the business owners they work with. Leveraging industry insights and local economic trends, bankers can position themselves as invaluable contributors to a company’s success.
RelPro’s Lance Rosenthal, Vertical IQ’s Nicolle DeLiso and Cambridge Savings Bank’s Brad Fitts discuss how bankers can leverage data and insights about their local markets to drive new commercial and business deposit growth and position themselves as trusted advisors to local business owners.
"Being able to tailor your message based on the knowledge you've learned and showing business owners value is going to get more ROI, more interactions, more responses. You have to show them quickly that 5 minutes of their time is going to be a value add for them."
-Lance Rosenthal
EVP, Business Development