Big Picture Conversations®

Recognize and discuss business operating challenges

Banking success is largely determined by the ability to build a meaningful connection with prospects and customers.

At the root of any productive relationship is a base of understanding about the activities and relationships in a customer’s environment and cash cycle.

Focus: Branch managers and small business bankers

Main Messages: Look beyond the immediate needs or transactions that led to your conversation to see the business and financial “big picture” of the small business you’re serving.

Learning Points: Participants develop conversational confidence based on:

  • A visual frame of reference for business operations.
  • An organized flow of questions and conversation that draw out important information about businesses and owners – visions, goals, people, products, and payment cycles.
  • Increased ability to connect business owners’ operations and challenges to bank products and services that can address them.


  • Classroom version: Half-day to one-day classroom session for teams and larger groups in meeting settings.

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