Take advantage of the commercial lending boom for next year by honing your sales skills now. Become more effective with your tactics to engage and convert leads to sales, using new strategies as more conversations take place remotely.
The shift in customer behavior to digital banking that was accelerated by the pandemic, along with government relief efforts, has resulted in record low loan-to-deposit ratios and has left many commercial lenders struggling to find lending opportunities. Commercial Prospecting combined with Vertical IQ and RiskGauge on the Capital IQ Pro platform can help you identify quality loan prospects and prepare for effective sales conversations.
In this webcast, attendees will learn how to:
Improve your approach to selling virtually
How do you set yourself apart from your competitors?
How can you improve your prospecting plan?
Uncover maturing CRE and C&I lending opportunities using criteria such as SBA, owner-occupied CRE, commercial properties with potential equity, and more.
Determine the best industries to target and become a trusted partner for your clients/prospects using Vertical IQ
Streamline your counterparty credit risk assessment with comprehensive business credit reports with S&P Global RiskGauge Reports.
Paul NunnDirector of Client Education, Pinnacle Financial Strategies
S&P Global Contributor
HD JacobsDirector of FI Sales Strategy and Partnerships, S&P Global Market Intelligence
Hugh "HD" Jacobs, IV, is a Senior Commercial Banking Product Specialist at S&P Global Market Intelligence
Full Bio
Hugh "HD" Jacobs, IV, is a Senior Commercial Banking Product Specialist at S&P Global Market Intelligence and conducts demonstrations of S&P's tools and analytics to prospective community banks, credit unions, consulting firms and corporations across the country - HD is the S&P encyclopedia. This upcoming August he will be celebrating his 14 year anniversary at the company. He is a graduate from the College of William and Mary located in Williamsburg, VA and has a degree in Finance, with a concentration in Entrepreneurship. HD spent a semester abroad in Torino, Italy, where he received an International Emphasis in Finance.
Minimize
S&P Global Contributor
Gajan VivekCredit Specialist, S&P Global Market Intelligence
Gajan Vivek is a Credit Specialist as part of S&P Global Market Intelligence’s Credit Risk Solutions division. Full Bio
Gajan Vivek is a Credit Specialist as part of S&P Global Market Intelligence’s Credit Risk Solutions division. He works with Financial Institution clients to better manage their credit risk exposures, as well as to provide creative and comprehensive credit workflow solutions. He joined the Credit team from S&P’s Associate Development Program and is a graduate of Villanova University. Minimize
The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :
Advance access to the attendee list
Live agenda updates and networking activities
Immediate access to speaker presentations
Essesntial, real-time event details and notifications
Upload a profile photo, set up a meeting, amd more
* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available.
Additionally speaker presentations for this event are only available for download from the networking mobile app and web link
