bank manager or finance rep?
better financials means more approvals...
Don't you sometimes wish your clients produced quicker, better quality and more credible financials? Let’s be honest: your role is sales-targeted and you want to lend money. Seeing an opportunity pass by simply because the client fails to demonstrate a sufficient financial grasp, or spends too long doing it, is frustrating. Hearing how common it is is one reason I chose to specialise in addressing it.
You can be sure that whenever a client comes to you with an edge forecast it will be thorough, accurate, and transparent. And you’ll also know that by pointing them in my direction you’ve saved them time and money, and you’ll have the application on your desk in the least time possible.
But of course it’s not just about supporting loan applications. You need your clients to succeed, and you probably wish they planned and managed their finances better in general. Better so that they have better control, but also better so that their management information allows you to spot potential opportunities and problems sooner.
It’s also a natural by-product of producing an edge forecast for a client that I encourage and support them in improving their management accounting in terms of both its timeliness and its accuracy. So introducing me to your clients is also a tangible step towards improving the effectiveness of your own relationship goals.
