Commercial Prospecting in a Digital Age


Title: Commercial Prospecting in a Digital Age

Duration: 45 Minutes

Register for On-Demand

Take advantage of the commercial lending boom for next year by honing your sales skills now. Become more effective with your tactics to engage and convert leads to sales, using new strategies as more conversations take place remotely.

The shift in customer behavior to digital banking that was accelerated by the pandemic, along with government relief efforts, has resulted in record low loan-to-deposit ratios and has left many commercial lenders struggling to find lending opportunities. Commercial Prospecting combined with Vertical IQ and RiskGauge on the Capital IQ Pro platform can help you identify quality loan prospects and prepare for effective sales conversations.

In this webcast, attendees will learn how to:

• Improve your approach to selling virtually
       o How do you set yourself apart from your competitors?
       o How can you improve your prospecting plan?
• Uncover maturing CRE and C&I lending opportunities using criteria such as SBA, owner-occupied CRE, commercial properties with potential equity, and more.
• Determine the best industries to target and become a trusted partner for your clients/prospects using Vertical IQ
• Streamline your counterparty credit risk assessment with comprehensive business credit reports with S&P Global RiskGauge Reports.

Paul Nunn
Director of Client Education
Pinnacle Financial Strategies
HD Jacobs
Senior Commercial Banking and Lending Product Specialist
S&P Global Market Intelligence
Gajan Vivek
Credit Specialist
S&P Global Market Intelligence
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