Win New Accounts & Grow Existing Clients
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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
- Perform financial analysis – Analyze target accounts against peers and identify cash rich businesses or debt-heavy companies
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