Tag: Client Conditioning

How To Condition Your Banking Clients

Bank Client Management

We recently worked on a request for proposal (RFP) with a bank.  The opportunity included a large commercial loan, a deposit relationship and substantial treasury management services.  The commercial lending team, branch management, and the treasury services group spent a lot of time on the proposal and came up with a creative solution.   On the date of the company’s board meeting, the Company’s CFO informed all of the bidding banks that the board liked one specific feature of our proposal and the bidding process would be extended by one week t

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