Cliffnotes for Bankers: 5 Tips for Knowing Business Clients

By Alicia Brayboy May 11, 2012

Recently, Lattice Engines had the pleasure of co-presenting a webinar with Vertical IQ hosted by St. Meyer & Hubbard.

The webinar entitled, Cliffnotes for Bankers: 5 Tips for Knowing Business Clients, focused on the 5 key elements you need to know before you get in front of a banking client and how to demonstrate that you truly understand that client’s business.

In this recorded webinar, Vertical IQ and Lattice Engines discuss how to:

• Discover 3 Context-Driven Conversation Pieces before each client meeting
• Investigate 3 Unique Aspects of a client or prospect’s cash flow
• Find an industry news article relating to your prospect or client in 5 Minutes or Less
• Record key learnings and create Standardized ‘Profiles’ of each client or prospect for future reference
• Create a disciplined approach for Call Preparation and Fact Gathering

Watch the recorded webinar now

How do you demonstrate understanding of a client’s business?  Please share your thoughts below.

Related:

• [Free Recorded Webinar] Boosting Business Banking: How Focus and Big Data Can Open Prospects’ Doors and Increase Cross-Sell Opportunities
• Prospecting for Business Banking – A New World [Part 2]
• Prospecting for Business Banking – A New World [Part 1]

Alicia Brayboy is the Online Marketing Associate for Lattice Engines. She manages the website, demand generation, corporate branding and design and for Lattice Engines’ Inbound Marketing efforts. With Amanda, she is one of the voices behind the twitter handle @Lattice_Engines and jointly manages all social media streams for the company. Prior to joining Lattice Engines, Alicia worked for IBM, Experian QAS and SimpleTuition where she focused on social media, search engine optimization, promotions and overall Internet Marketing. Alicia Brayboy received her undergraduate degree in Advertising at the Boston University College of Communication.

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