Client successes
Articulating the
Unique Selling Proposition
Community Trust, Lexington, KY
Often, when we get really good at what we do we find ourselves entangled in the industry jargon that comes along with that success.
First Community Bank found themselves in that position, with strong growth, client longevity and satisfaction, and a trust team with a great value proposition and industry understanding. What they still needed was a way to tell the world about it, in a way that fit their brand architecture.
Announce Yourself!
Farmers and Merchants Trust, Long Beach, CA
The bank has so many points of service, yet the trust department only exists where the trust department exists.
Farmers and Merchants Trust has found that if they make every branch a place where it's appropriate to make an inquiry about trust services, they get many more inquiries and this is a large contributor to their growth.
Controlling Inventory Risk
Regions Bank, Birmingham, AL
When you have hundreds of Advisors that you need to support, it's not plausible to know how much sales collateral they would want, need, or use. It is plausible to mitigate the possible inventory risk and create a print-on-demand system so they could get exactly how much collateral they need, want, and will use.
High-Quality Touch Points
Mercantile Bank, Springfield IL
A turn-key marketing team that you don't need to worry about getting your message out to everyone you think needs to hear it. The whole team costing less that a single full-time employee. Yes. It is possible.
Digital Exposure
Garden State Trust Company, Toms River, NJ
Just because you don't have a large physical footprint or hundreds of employees, doesn't mean that you can't get noticed. Providing a reason for people to visit you digitally is all about engaging people with information they would search for.
Expand Your Reach
BankFinancial, Burr Ridge, IL
You've leveraged your bank branches, and even your bank personnel. You've got a stellar business development team, and yet the in-bound inquiries just don't seem to show up.
Trust Seminars
Citizens Bank, Lakeland FL
You've got a venue, an audience, and even know what you want to talk about, trust services. The goal is simple, make it so that everyone at your seminar understands the basic value of a living trust. Don't have the time to put the presentation together?
