Winning in Your Market: Asset Growth Strategies that Work

Loan growth rebounded sharply in Q4 of 2021, setting the stage for what should be a busy 2022 for U.S. banks and credit unions. With the prospect of higher interest rates, don’t miss the chance to identify and capitalize on loan growth opportunities in your market and deploy excess cash into earning assets. Furthermore, in an environment where earnings are pressured, banks need to take advantage of other diversified income sources.

Commercial Prospecting combined with Vertical IQ and Money Market Directories on the Capital IQ Pro platform can help you identify quality CRE and C&I loan prospects, as well as potential wealth management clients and prepare you for effective sales conversations.

Once you’ve identified prospects, equip your commercial lenders and sales team with the tools and skills to outperform the competition and close deals.

In this webcast, attendees will learn how to:

• Blend virtual sales tactics with in-person meetings to drive revenue
• Execute best of breed, trust-based conversations - including powerful questioning strategies
• Maximize the customer experience from initial outreach to on-boarding
• Uncover maturing SBAs using a proximity analysis from your branches and LPOs
• Determine the best industries to target and become a trusted partner for your clients/prospects using Vertical IQ
• Grow assets under management by using our Money Market Directories and Family Office Data