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Winning in Your Market: Asset Growth Strategies that Work

Wednesday, March 09, 2022
60 minutes

Loan growth rebounded sharply in Q4 of 2021, setting the stage for what should be a busy 2022 for U.S. banks and credit unions. With the prospect of higher interest rates, don’t miss the chance to identify and capitalize on loan growth opportunities in your market and deploy excess cash into earning assets. Furthermore, in an environment where earnings are pressured, banks need to take advantage of other diversified income sources.

Commercial Prospecting combined with Vertical IQ and Money Market Directories on the Capital IQ Pro platform can help you identify quality CRE and C&I loan prospects, as well as potential wealth management clients and prepare you for effective sales conversations.

Once you’ve identified prospects, equip your commercial lenders and sales team with the tools and skills to outperform the competition and close deals.

In this webcast, attendees will learn how to:

  • Blend virtual sales tactics with in-person meetings to drive revenue
  • Execute best of breed, trust-based conversations - including powerful questioning strategies
  • Maximize the customer experience from initial outreach to on-boarding
  • Uncover maturing SBAs using a proximity analysis from your branches and LPOs
  • Determine the best industries to target and become a trusted partner for your clients/prospects using Vertical IQ
  • Grow assets under management by using our Money Market Directories and Family Office Data
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S&P Global Contributor
His humorous style and street savvy approach have taken him to 49 states where he has served as keynote and breakout presenter for state and national banking associations. 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
S&P Global Contributor
Jay has been with the MMD business of S&P Global since 1990 and is well versed in the institutional business development workflow of investment management firms, banks and insurance firms who are seeking to raise institutional capital from pension funds, endowments, foundations and family offices. He is also keenly attuned to the role of industry consultants and OCIOs and the influence they exert in matching institutional asset owners with qualified providers. Jay is a 1985 graduate of Washington & Lee University in Lexington, VA.

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Access this webinar on demand

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Access this webinar on demand

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