Community Focus Target Heritage Bank and Trust as a regional community lender serving Maury and Lawrence counties with a clear emphasis on personal and small business banking, aligning sales pitches around local market knowledge, community programs, and localized service delivery.

Growth & Leadership Recent leadership additions such as a new Vice President and Branch Manager in Lawrenceburg and a Senior VP of Operations signal ongoing expansion and modernization efforts. Position product offerings that support branch-level efficiency, risk management, and scalable customer service platforms.

Tech Stack Fit Leverage their technology footprint (Formstack, Google Tag Manager, Windows Server, email protection, analytics pixels) to propose enhanced digital onboarding, secure transaction workflows, and targetable marketing automation that respects privacy and compliance.

Revenue Band With reported revenue in the 10M–25M range and a staff size under 200, present mid-market bank solutions such as cost-efficient core banking upgrades, credit and deposit technology, and SME lending tools tailored for regional community banks.

Talent & Training Given a history of strategic hires and branch leadership, offer services around employee onboarding platforms, training analytics, and customer experience optimization to improve retention, cross-sell, and service consistency across branches.