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Webinar Replays

Executive to Executive – Effective Tools to Position Your Bank or Credit Union as a Trusted Business Partner

Wednesday, November 30, 2022
45 minutes

As banks and credit unions continue to look for ways to deploy excess liquidity and grow their loan portfolios, having the right tools to efficiently identify high-quality prospects is essential. Commercial Prospecting on the Capital IQ Pro platform can help bank and credit union lenders identify quality C&I and business banking loan opportunities with key contacts and streamline business development activities, so you don’t miss out on loan growth in your markets.

Equip commercial lenders and sales team with the tools and skills to outperform the competition and close deals. Vertical IQ industry intelligence gives lenders executive talking points based on a variety of personas, so your front lines can go into conversations as trusted partners.

In this webcast, attendees will learn how to:

  • Uncover lending opportunities by targeting businesses in your market with maturing C&I liens
  • Use the Commercial Prospecting tool to identify business leaders to contact
  • Become a trusted partner for your clients/prospects using Vertical IQ’s persona-based executive talking points.
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S&P Global Contributor
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. Full Bio


S&P Global Contributor
Hugh "HD" Jacobs, IV, is a Senior Commercial Banking Product Specialist at S&P Global Market Intelligence  Full Bio

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