Case Study: a regional bank drives new business opportunities with S&P Global Market Intelligence

A Bank Leverages Valuable Information to Drive New Business Opportunities

S&P Global worked with a regional bank that wanted its SME business banking team to become more proactive in finding high-quality prospects and supporting the bank’s expansion strategy. The team’s traditional referral-based approach was no longer producing enough leads, and it needed better information on business locations, firmographics, decision-makers, industry context, and call-prep support.

S&P Global implemented its Commercial Prospecting offering, enhanced with Vertical IQ, to help bankers uncover prospects, map territories, access contact data, review commercial real estate and UCC filing information, and prepare for sales conversations. The bank gained a clearer view of opportunity size, potential sales goals, and lending prospects by market and property type, while bankers were able to have more informed conversations and prepare faster for productive calls.