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S& Global Platts Crude & Refined Products Market
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Webinar 1 : Top 5 Templates Every Bank and Credit Union Should Know
Thursday, November 12, 2026 | 1:00 PM - 1:30 PM EST
Looking for faster, more efficient ways to access and analyze financial data? Join us for a practical walkthrough of the templates most widely used by banks and credit unions.
You’ll learn how to:
You’ll learn how to:
- Get started with the Excel Plug-In and navigate the Template Library.
- Use the new Formula Builder Assistant to create formulas more efficiently.
- Apply proven templates to common banking and credit union workflows.
- See real examples of the five most popular templates in action.
The session concludes with a countdown of the Top 5 templates—highlighting what makes each one valuable and how you can use them to streamline your daily analysis.
Webinar 2 : Becoming the Local Banking Expert: Turn Market Data into Prospecting Opportunities
Thursday, November 19, 2026 | 1:00 PM - 1:30 PM EST
Gain the insights you need to understand your local banking market and identify the right prospects more effectively.
This webinar will show you how to use our mapping tool to visualize market opportunities, uncover potential prospects, and focus your outreach where it matters most. You’ll learn practical strategies for using location-based data to strengthen territory planning, improve prospect targeting, and build deeper expertise in the communities you serve.
Whether you’re expanding into new markets or looking to make your current prospecting efforts more efficient, this session will help you turn local market intelligence into actionable opportunities.
This webinar will show you how to use our mapping tool to visualize market opportunities, uncover potential prospects, and focus your outreach where it matters most. You’ll learn practical strategies for using location-based data to strengthen territory planning, improve prospect targeting, and build deeper expertise in the communities you serve.
Whether you’re expanding into new markets or looking to make your current prospecting efforts more efficient, this session will help you turn local market intelligence into actionable opportunities.
Webinar 3 : Find Your Next Best Prospects: Target Deposit-Rich Industries with Market Intelligence
Tuesday, November 24, 2026 | 1:00 PM - 1:30 PM EST
Discover how to identify and prioritize high-potential prospects using S&P Capital IQ Pro, Commercial Prospecting, and Vertical IQ.
This practical session will demonstrate how to combine industry intelligence, company data, and market insights to uncover deposit-rich industries and build targeted prospecting lists. You’ll learn how to refine your search, identify promising companies, and focus your outreach on opportunities with the greatest potential.
Turn data into a more strategic prospecting approach and make every outreach effort count.
This practical session will demonstrate how to combine industry intelligence, company data, and market insights to uncover deposit-rich industries and build targeted prospecting lists. You’ll learn how to refine your search, identify promising companies, and focus your outreach on opportunities with the greatest potential.
Turn data into a more strategic prospecting approach and make every outreach effort count.
Speaker:
Tim Grinham
Commercial Banking And Lending Product Specialist
S&P Global Market Intelligence
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Top 5 Templates Every Bank and Credit Union Should Know
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