Do your employees have the skills and confidence to have meaningful conversations with clients and prospects about their business and financial positions? The Small Business Lending Program enhances your team's skills and competencies to understand small businesses, identify financing needs and discuss lending requests.

This course will explain the main cash flow drivers, the cash conversion cycle, the capital investment cycle, key financial ratios and basics in loan structuring. This knowledge will help your bankers apply effectively the Insight Advantage framework.

This course will review how to prepare your bankers prior to their meetings with customers and prospects by analyzing business and competitive environment information and filling out the pre-call worksheet.

This course will review basic techniques to undertake productive conversations with customers and prospects and be perceived as someone that will help them maximize their business performance.

This course explains how to discover cash management and financing opportunities by analyzing the cash conversion cycle and financial position of a company.

This course will review how to offer value added solutions, given the areas of opportunity identified, by matching them with the products and services offered by your financial institution. Furthermore, your bankers will demonstrate the ability to position their recommended solutions to customers and prospects and be effective in closing the business.