See Sympera at American Banker Small Business Banking, Oct 26–28, Chicago.Save your seat
American Banker Small Business BankingOct 26–28, Chicago · Save your seat
Your bankers can’t call every business near your branches, and the one who calls at the right moment usually wins the relationship. Here’s how one community bank started knowing which ones to call, and how your team can too.
in-person meetings with business owners every month
more new business relationships since 2025
branches, with market managers working the leads
Your bankers know their markets. But there are more businesses within reach of your branches than anyone has time to research, and only so many calls in a week. So who gets called comes down to habit and instinct.
Meanwhile a business wins a new contract, starts hiring or has a filing coming due. These are the moments a business owner rethinks their bank, and the bank that calls first has the advantage.
Republic Bank of Chicago faced the same question across 20 branches. Today, every one of its market managers starts the week knowing which local businesses are showing activity, and why each one is worth a call.
Which markets to win, which business sizes and industries, and how close to a branch.
Each banker gets new leads every week with a call sheet: why now, what to offer, who to call and a ready-to-send email.
They decide what happens next and log it in the tools they already use, so you can coach from real activity.
We’ve increased our new business relationships by 30% since 2025 after deploying Sympera.
Book 30 minutes with the Sympera team.
Figures provided by Republic Bank of Chicago.
See what impact Sympera can bring to your growth strategy in four weeks.