During a recent Sageworks webinar, Nick Miller, president of Clarity Advantage shared best practices to transform lenders into advisors to their business clients.
During the webinar Miller discussed that business borrowers want a full banker relationship, not just lenders. When business owners seek funding, they also want to form a relationship with their banker who will help them navigate bank resources, explain the bank's view of credit, and help them get loans approved.
Simultaneously, bank management are increasingly seeking non-interest income to diversify and stabilize the institution's income stream. By Transforming "lenders" into "advisors", banker can increase customer satisfaction and profitability for the institution.
During the webinar, Miller covered:
View the full webinar here.
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