TriState Capital Bank is headquartered in Pittsburgh, with offices in Philadelphia, Cleveland, Princeton, and New York. A commercial bank with total assets in excess of $5.4 Billion (as of 9/30/2018), their 29 commercial and treasury relationship managers tar- get middle market companies with annual revenue between $10 Million and $30 Million. Bank Profile As a start-up venture, TriState needed to con- tinue developing new leads while increasing their brand name recognition and market visibility de- spite having no retail locations. Their staff of ex- perienced commercial bankers was very lean, but was still pressed to generate productive cold calls to develop new business and spread awareness. Their lack of a company-wide relationship management database left the bank unable to

Join for free to read