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Commercial Banking
Win New Accounts & Grow Existing Clients
Commercial Banking Relationship Managers must work harder than ever to win new accounts
and grow existing ones; a task made nearly impossible without accurate, timely and
complete news and information. OneSource delivers financial statements, market information,
industry descriptions, and relevant news and press articles into one high-density
resource you can use to make confident decisions for your businesses.
OneSource helps Commercial Banking Relationship Managers:
- Develop new relationships
Search public and private companies
by size, industry, geography, financial and other criteria to identify and build
high-potential lists of prospective clients.
- Extend existing relationships
Win instant credibility and build
long term trust by using industry, company and executive intelligence to craft personalized
messages and be more effective in face-to-face meetings.
- Manage your existing client portfolio
Leverage news alerts, updated
financial statements and industry happenings to ensure that clients maintain an
acceptable risk profile.
- Deliver high quality credit submissions
Use OneSource industry,
business and executive information for accurate and effective risk selection.
- Meet you cross-sell targets
Understand critical business issues,
industry trends and changes in your clients business to uncover opportunities for
addition products from your firm and its partners<./li>
- Perform financial analysis
Analyze target accounts against peers
and identify cash rich businesses or debt-heavy companies.