The Road to Trusted Advisor Status: One Bank’s Journey

Feb 12, 2020 1:00 pm

Track: Treasury and Payments

The future of business banking rests on transforming data into actionable insights for clients. All treasury and commercial
banking professionals strive to deliver this value. What are the signs your bank has reached trusted advisor status? For Capital
Bank, the signs were robust commercial loan deposit growth despite fierce competition and a declining rate environment, a
42% YOY net income increase and a sweep of industry awards. This session explores Capital Bank’s roadmap to achieving
trusted advisor status in the eyes of their clients. Learn about this bank’s out-of-the box approach to sales discipline, hiring,
challenging core providers and vendor to get results and getting data that moves the needle for clients.