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Summary
As interest rates increase and funding pressures intensify, many banks are looking to grow core deposits for the first time in many years. In addition to creative digital marketing strategies, banks can incent front line bankers with attractive bonuses tied to small business and business banking client acquisition and deposit growth. To ensure their success with attracting deposits and deploying liquidity into earning assets, it's critical that commercial lending teams have the tools and expertise to identify the best opportunities in their markets.
- During this webcast we'll discuss essentials supports for the lending teams:
- Developing a strategic framework for attracting more deposits
- Defining competitive sales strategy – goals, targets, tactics
- Preparing the organization to implement the strategy
- Targeting small business opportunities using the S&P Capital IQ Pro Commercial Prospecting solution, including the expansion and enhancements to our Business Listings
- Leveraging Vertical IQ's industry research to become a trusted partner for businesses
Moderator
S&P Global Market Intelligence
Maureen McKenna
S&P Global Market Intelligence
Head of Partnerships and Business Development
Maureen McKenna is the Solutions Lead for U.S. Commercial Banks at S&P Global Market Intelligence. In this role, she produces segment specific thought leadership and identifies opportunities for Commercial Banks to partner with S&P Global to leverage our full suite of products. Maureen started her career with SNL Financial in 2008 and has been producing training seminars and executive level conferences for professionals at US Commercial banks for the last 14 years. Maureen gradated from the University of Virginia with dual degrees in Economics and Psychology.
Speakers
S&P Global Market Intelligence
HD Jacobs
S&P Global Market Intelligence
Senior Commercial Banking and Lending Product Specialist
Hugh "HD" Jacobs, IV, is a Senior Commercial Banking Product Specialist at S&P Global Market Intelligence
Hugh "HD" Jacobs, IV, is a Senior Commercial Banking Product Specialist at S&P Global Market Intelligence and conducts demonstrations of S&P's tools and analytics to prospective community banks, credit unions, consulting firms and corporations across the country - HD is the S&P encyclopedia. This upcoming August he will be celebrating his 14 year anniversary at the company. He is a graduate from the College of William and Mary located in Williamsburg, VA and has a degree in Finance, with a concentration in Entrepreneurship. HD spent a semester abroad in Torino, Italy, where he received an International Emphasis in Finance.
Nick Miller
Clarity Advantage Corporation
President
Nick Miller assists commercial and small business banking sales teams to generate more profitable relationships, faster, by closing the gap between when clients hope for or expect from their bankers and what bankers deliver.
Nick Miller assists commercial and small business banking sales teams to generate more profitable relationships, faster, by closing the gap between when clients hope for or expect from their bankers and what bankers deliver. He has consulted with community, regional, and money center banks and credit unions in the US, Canada, and Mexico on sales strategy, implementation of new sales initiatives, business partner alignment, value propositions, sales process, customer experience, sales support and enablement, and staff skills development and training. He has written extensively on marketing and selling to small business clients and prospects, developing trusted advisor relationships, and value-based conversations. His “Weekly Sales Thought” column circulates globally and his articles have been published or quoted in journals including ababankmarketing.com, BAI Banking Strategies, Sales & Marketing Management, Commercial Lending Review, The RMA Journal, and American Banker. Nick is a co-founder of the leading industry intelligence platform, Vertical IQ; the American partner for small business content strategy provider The Small Business Company; and a director on the board of the Irish software company, Econiq. He lives in Cambridge, Massachusetts with his spouse, four guitars, a baritone horn, dozens of books on small boat sailing, and a treasury of bright bow ties.
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