Master Your Messaging

Effective Communications Between Banker and Business Owner

In business banking, how you connect with business owners matters as much as what you say. RelPro’s Lauren Meyers and Rivel Banking Research’s Corey Wrinn discussed this topic, sharing insights from Rivel’s latest exclusive study for RelPro customers, What Businesses Want: Insights on Communication, Trust, and Community.

Discover what 1,000 business owners revealed about how they prefer to engage with their bankers—and learn proven strategies to identify decision-makers, build trust, and communicate effectively to develop and strengthen relationships.

Here’s what you’ll learn:
✅How to leverage data and analytics to create actionable outreach and engagement with business owners
✅ How to establish trust with local business owners
✅ Research-backed insights into communication preferences for business owners
✅ Best practices top-performing bankers use to connect and engage with SMBs

Speakers

"If you're making yourself personally available, that's going to go the furthest. I think it's so important to be able to talk to your customer when they need you in a way that's most efficient for them."

-Lauren Meyers
Chief Customer Officer, RelPro