Business Banker Advisory Program
Banks need better tools to help them deepen customer relationships. At the same time banks suffer a number of problems when dealing with business accounts.
- Banks rarely receive information timely.
- The information they do receive often contains innocent but material errors.
- Banks miss opportunities to sell value added products when they do not know what is happening in the business.
- Banks are suffering from a lack of internal resources to help them keep up with customer relationships.
- In the new lending environment banks need every underwriting tool they can get.
- Banks typically lack specific information about their customer's businesses.
Seeing these needs and the resulting opportunities Axiom customized its outsourced bookkeeping service to address both the needs of clients and the needs of banks that refer them to us. This program is for both community bankers looking for more tools to help small business customers and large regional or national banks trying to get a more specific and relevant view inside customers' businesses.
Axiom is looking for banks who see the value in having their customers keep accurate records while measuring the key performance indicators that result in profitability and a healthy balance sheet. These bankers also understand the value in getting everyone around the table at the same time to collaborate, share ideas and solve problems. It's business at its best.
The video below features Axiom founder Joey Brannon going over the highlights of the program and the specific reports bankers and clients receive. Print materials are also available below the video.
If you are having trouble with the video try the Quicktime version.
If you would like the above presentation in print format please download our Adobe Acrobat handout here.