You would not skydive without a parachute, so don’t do business without these.
From a banking perspective, every business should have these 10 items in their kit bag to either save, make or protect money – whilst maximising their banking relationship.
Assess whether your business has these as you go (Yes/No responses) and be honest – pass/fail thresholds are at the end.
- a contact (or preferably three) at their bank. When you need assistance, you need to be able to quickly bypass the web and IVR tools and speak to a real person. For a deeper understanding on