Community Banking Emphasize cross-sell opportunities across retail, commercial, cash management, deposits, loans, and wealth management given their broad service suite and relationship banking approach.

Wealth Tech Leverage their partnership with Marstone to propose scalable digital wealth management enhancements, advisory tools, and client onboarding experiences across branches.

Digital Security Highlight cybersecurity and email protection needs (Barracuda, Microsoft Azure) to offer advanced threat monitoring, phishing protection, and compliance solutions for a multi-location bank.

Growth Footprint Target expansion and modernization opportunities across their 6 retail locations and 9 ATMs in Quad Cities and Kane County; propose branch/cash management optimization, POS upgrades, and local marketing tech.

Financial Health With revenue in the $100M–$250M range and 201–500 employees, position scalable fintech, lending, and treasury services that support growth without overhauling current systems.