Webinars

How to Sell To Your Bank To Qualified Intermediaries

Working with qualified intermediaries to facilitate 1031 Exchange transactions can drive new growth for your institution. To serve this business niche, you need specialized knowledge and tools that solve real-world challenges. This webinar can put both in your grasp. Presented by ZSuite CEO Nathan Baumeister and our Chief Client Officer Jill Feiler, this webinar will equip your commercial banking team to win new business and serve your existing clients even better.

How to Sell Your Bank to Municipalities

Municipalities can be lucrative banking clients if you know how to serve their needs. Their size and stability offer a beneficial counterweight to the volatility of the business world. City managers and CFOs expect a lot from their banking partners. If you offer the right tools and support for their sub-accounting and compliance needs, you will win their trust and financial business. In this webinar ZSuite CEO Nathan Baumeister and Chief Client Officer Jill Feiler will guide you through the complexities of the municipal banking world.

How to Sell Your Bank to Property Managers

Property managers are profitable commercial customers for financial institutions, but what are they looking for in a banking partner? Join us to learn about the current issues facing property managers and how to engage them in banking relationships. Presented by ZSuite CEO Nathan Baumeister and our Enterprise Client Success Manager Colleen Jamison, this webinar will equip your commercial banking team to win new business and serve your existing clients even better.

Open New Doors with ZEscrow

In today’s rapidly changing banking environment, stable, sticky deposits are in high demand. Commercial customers are the best place to find them, but how do you differentiate your institution when everyone can compete on rate? In this webinar, you’ll learn about commercial escrow and subaccounting, which industries need these types of accounts, and tools you can use to make your institution stand out. Hosted by Q2 and presented by ZSuite CEO Nathan Baumeister and Yobany Mayan, SVP, Treasury Management Sales Officer from Encore Bank, this webinar will provide ideas on how to win new commercial business and serve your existing clients even better.

Resources from ZSuite Tech

Qualified Intermediaries

How to Sell To Your Bank To Qualified Intermediaries

Municipalities

How to Sell Your Bank to Municipalities

Property Managers

How to Sell Your Bank to Property Managers

ZEscrow

Open New Doors with ZEscrow

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