To provide business bankers with an engaging sales tool that would speak to the specific needs of small, medium and large businesses.
Using national research, we identified what products and services small, medium and large-sized businesses value most. This information was translated into a needs assessment for each size of business, including the detailed solutions MidSouth Bank could offer.
Fictional business owners “Joe, Sue and Dan” were created and used throughout to represent and personalize each business size category.
The result was a visually appealing sales tool so straightforward, business bankers were extremely comfortable using it. Once the correct category fit was identified, all the solutions for that particular business were right there, in one convenient place.