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Providing Industry Intelligence to Banking Professionals

As a professional in the banking industry, you're expected to navigate the risks and capture opportunities facing companies and individuals across an array of industries, niche markets and loan sectors. This week's calendar may hold a meeting with an auto parts manufacturer on Monday, a prospecting call to a physician worried about receivables on Wednesday and a working lunch with a small but established IT firm on Friday. Armed with Industry Intelligence Sales Tools from First Research, you can approach both prospects and clients as an insider. You’ll have insight into the key industry trends and economic developments that are already impacting their business and offer them the best possible banking solutions.

Fast and focused Industry Intelligence Sales Tools from First Research help new bankers gain industry experience and sharpen experienced banking industry veterans’ expertise.

Easy-to-use Industry Profiles dramatically cut research time and improve closure rates. Scan the Automobile Parts and Accessories Manufacturing Industry Profile and you'll arrive at Monday's meeting prepared to talk about how a step-down revolving line of credit could help your client borrow and build the systems they need to cut labor costs and keep up with competitors. Choose from nearly 200 Industry Profiles to understand industry trends, how a business typically operates, anticipate credit risks, speed the underwriting process and impress clients in:

  • Construction & Real Estate
  • Finance & Insurance
  • Food & Agriculture Services
  • Technology & Communication
  • Wholesale
  • Public Services, Education & Recreation
  • Retail
  • Healthcare Manufacturing
  • Transportation, Energy & Storage

click here to view a complete list

Before you pick up the telephone for your call on Wednesday, spend a few minutes with a First Research Call Prep Sheet for Physician Offices. In just a few minutes, you are ready to talk about how forming a group practice with a professional manager could streamline the insurance payment process, increase cash flow and help your new client spend more time with patients.

Email Alerts keep you abreast of the constant changes in the industries you select. Print out the latest Information Technology Email Alert and bring it to Friday's lunch meeting. While you're waiting for your entrees, you can share insight into the IT competitive landscape and offer tailored banking solutions, even if you don't understand exactly know how their software works.

Quarterly State Profiles increase your advisory status by providing state-specific economic pictures, summarizing regional banking environments and comparing state banking ratios against the national average. Use them to tailor your banking and financial services to all of your clients' and prospects' needs.

With First Research, you are no longer an outsider trying to sell a list of banking and financial services, you are a trusted advisor – bypassing the bookkeeper and heading straight to the CEO’s office.

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Testimonial
“With First Research I have up-to-date industry-specific information at my fingertips before I call a potential client. During the call process, prospects see that I truly understand their business needs, potential risks and industry trends. I believe this enhances my credibility as a banker and leads to greater chance for success.”

Chris Moore
Senior Vice President
Paragon Commercial Bank