BDPros for Community Banks
What is a better use of time for your bankers: cold prospecting, or nurturing existing relationships? New business development is important but often falls to the wayside while your team does what they do best: building rapport and supporting existing clients. What if you had a partner to do the door-knocking?
Does your banker need to have the first interaction when finding and qualifying new prospects? We've been making the introductions from banker to new business relationships for years, acting as a member of their team. We understand the importance of a seamless handoff and have done it hundreds of times.Contact Us
What communication methods do your bankers leverage when reaching out to new opportunities? Are they effectively taking advantage of all the tools out there to connect with and communicate value to prospects? How are your bankers nurturing potential future relationships and maintaining contact?
Content and Collateral
Having worked with bankers for years, we know how to reach and educate prospects on the value of a relationship with your bank. We keep you ahead of the competition by identifying multiple touch points to utilize. From compelling email content to the development of marketing collateral, we can help tell your story.Contact Us
Do you know how much revenue slips through the cracks due to messy pipelines, missed follow-ups, and lack of information? Are you able to forecast accurately? How do you maintain your database of prospects and keep track so you can move them from potential borrower to active relationship?
Our process ensures data is entered into CRMs in a timely manner, and we conduct regular pipeline audits for quality control. We make sure there are clear next steps and next step dates with reminders and notes to guide the conversation, so there are no more misses when following up on opportunities.Contact Us
Sales Support for Banking
Operations Support for Banking
We have a wide range of experience in supporting operations for our banking partners. We customize CRMs, import data, clean databases, create sales processes and workflows, provide CRM training, procure and append data, help manage pipelines, build reporting systems and dashboards, and more.
If you've ever found yourself looking at an incorrect pipeline, bad data, a CRM riddled with holes and mistakes, a pocket full of business cards and no way to leverage them effectively, or a lack of ability to track opportunities and relationships completely, we can support you and find the best solution to meet your needs.
Marketing Support for Banking
Integrating sales, operations, and marketing is key to success when it comes to business development of any kind. We collaborate and work alongside your team of bankers, creating messaging and collateral that not only matches your bank's personality, voice, and branding, but matches what your account managers and bankers need to help build and nurture relationships.
Our marketing arm functions as an extension of sales and operations, tracking the impact of business development efforts and ensuring verbiage is effective and consistent with how your bankers speak. We ensure email marketing is consistent with your overall messaging to support pipeline growth, and any content we create employs your bank's brand tone and style for use at each step of the sales cycle.
Maximize Your Business Development
No need to hire internal staff, eliminating the lengthy hiring process and the cost of hiring, training, and retaining top talent.
Sharing our knowledge and expertise with your team can help spark internal growth and success.
Avoid operational inefficiencies such as attrition and skills gaps.
Our diverse sales force allows you to leverage a variety of backgrounds and skills without the cost of employing a team of that size.
We work with you and your team in identifying and qualifying relationships with strategic partners.
Focus On What You Do Best
We confidently sell as members of your team, freeing up your time and resources.
We identify areas of your internal structure that may need adjustment to keep you ahead of the game.
Our fee-for-service structured business provides you the opportunity to identify key areas of your business that could use our expertise.
We become a part of your team to make our relationship as seamless as possible.
Everything we do is unique to your business.