Preparing for 2025: A Commercial Banker’s Guide for a Fast Start in the New Year
Join Sara Allen and Joe Micallef for tips and best practices to kick-start your business development in 2025.
Webinars & Blogs
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Webinar
October 22, 2024
Building Trusted Relationships in Today’s Market Environment
Watch this webinar for market insights and best practices for banks and bankers to grow their business in a challenging economic environment by building trusted relationships with business clients and prospects.
Watch Now
56 minute video 
Webinar
August 27, 2024
Driving Deeper Relationships as a Trusted Advisor
Watch our webinar with MK Insights2Action for best practices to establish yourself as a Trusted Advisor.
Watch Now42 minute video 
Webinar
June 12, 2024
From Prospect to Client: Identifying and Ranking Your Best Business Opportunities
Watch our webinar with Quest Analytics discussing best practices to quickly and efficiently turn prospects into clients.
Watch Now45 minute video 
Blog
May 20, 2024
Drive Deeper SMB Banking Relationships by Becoming a Trusted Advisor
Technological advancements, competition from new sources, a volatile economy and shifting consumer preferences are changing how business owners make critical decisions. For bankers to win, attaining trusted advisor relationships with your clients is essential.
Read More8 minute read 
Webinar
May 7, 2024
Supercharging Bankers’ Commercial Sales & Marketing with Data-Driven Strategies
Watch our joint webinar with CPG for best practices on building a data-driven strategy to power bankers’ marketing and commercial sales initiatives.
Watch Now42 minute video 
Webinar
April 9, 2024
Serving Small Businesses with Company and Industry Insights
Watch our webinar with IBISWorld and Regions Bank for best practices on how to focus your small business growth strategy on your local markets.
Watch Now41 minute video 
Webinar
March 26, 2024
Leveraging Data & Insights to Power Credit Union Commercial Lending Strategies
Gain insights and best practices for commercial lending in our webinar with Vertical IQ.
Watch Now36 minute video 
Blog
January 23, 2024
Leveraging Commercial Real Estate in Asset-Based Lending
With uncertain economic conditions, asset-based lenders can add additional security by considering owner-occupied commercial real estate as collateral.
Read More3 minute read