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Transforming “lenders” into “bankers and advisors”: Developing the entire relationship

Sageworks
Posted by Sageworks
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During a recent Sageworks webinar, Nick Miller, president of Clarity Advantage shared best practices to transform lenders into advisors to their business clients.

During the webinar Miller discussed that business borrowers want a full banker relationship, not just lenders. When business owners seek funding, they also want to form a relationship with their banker who will help them navigate bank resources, explain the bank’s view of credit, and help them get loans approved.

Simultaneously, bank management are increasingly seeking non-interest income to diversify and stabilize the institution’s income stream.  By Transforming “lenders” into “advisors”, banker can increase customer satisfaction and profitability for the institution.

During the webinar, Miller covered:

  • Top obstacles to relationship building
  • 6 Steps to transform lenders into advisors
  • The role bank executives play in transforming their lenders
  • Critical strategy and leadership questions and build an actionable transformation plan

View the full webinar here.

tags: lending, webinars