Using financial statements to create commercial customer loyalty
What makes a good business customer....
"A customer with a set
of financial statements that delivers no
unpleasant surprises"
Quote from a seasoned
banker
Financial statements are a common bond between the banker and
her business customers. Good quality numbers provides the banker with
opportunity, yet very few banks use financial statements to their advantage.
Helping business transform their financial statements
into a powerful business tool can only be a win win for all.
It is common knowledge that most small to medium sized
business owners have limited knowledge as to how financial statements can be
used to improve performance and reduce risk.
This knowledge gap represents an excellent opportunity for
banks to fill the void and build communities of interest around the bank brand.
What if the banker took a very different approach? Instead
of only using financial statements as
part of the due diligence process. Convert
these documents into a marketing tool.
If the bank can provide business with an effective and easy way to analyze their
financial statements that can help to improve profit, cash and returns, which
business would not think that to be valuable?
Our solution is to combine knowledge with technology
creating a community of interest for the bank customers.
Our system allows the
banker to deliver at no cost to the
customer or prospect, a branded version of our financial statement analysis and
“what if” software. The system resides on the customer’s desktop/laptop
thus eliminating any security issues.
Our interactive analysis tool will allow your customers to
analyze their financial statements, measuring the impact of strategies on
growth, profit and cash flow.
For more information on how you can use financial statements to
differentiate your banks value offer please contact
or toll free 888-755-5378
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Tuesday, September 10, 2013
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