Elevate the Client Experience

Coming soon

Who benefits?

This is a comprehensive session designed to equip bankers who are seeking to grow their deposit and loan business with the tools to attract private banking clients and build lasting relationships.

Module 1: The Private Banking Client

• Why focus on private banking clients and what are their unique needs?

• Gaining insights into the client’s business and industry to enhance client interactions.

Module 2: A Macro View on Credit

• Introduction to a simple 3-step credit model to enable confident credit decisions.

Module 3: An Actionable Plan

• Strategies to find and engage clients, featuring a comprehensive business development guide.