Core Business is a revolutionary new tool that will change the way you interact with C&I clients. This powerful software allows you to electronically capture data contained in clients and prospects accounting systems, provides analysis on the financial health of the business and puts the information into an easy to read dashboard that can be used to make your conversations more meaningful. You can also monitor a company’s financials on a monthly basis to help mitigate credit risk, allowing you to be more efficient with your time, take less credit risk, increase profitability and dramatically improve customer satisfaction.
The top complaint that business owners have about their banker is that he or she does not understand the company. Core Business eliminates this problem by providing bankers with key insights into the business, and allows bankers to once again be viewed as an important trusted advisor.
|Time to analyze and qualify borrowers||1 Month||2 Weeks||48 Hours||1 Minute|
|Ability of sales force to assess opportunities||Waits for clients to ask||Checks in at annual review||Approaches clients with campaign offerings||Brings interesting ideas to clients regularly|
|Average product per customer ratio||1-2||2-4||4-5||7-9|
|Trusted advisor status of sales force||Rarely||Passively||Frequently||Instantly|
|Method for gathering financials||Manual||Fax/Email||Online Document Portal||Full Electronic Gathering|