Top 3 tips for NFPs to get the most from banking relationships

Getting the most from any professional relationship starts with the approach. Do you view your banker as a vendor or a collaborative business partner? While a request for proposal or request for information with selection criteria is often used when reviewing banking partners, nothing can take the place of actually meeting the banking team. Meeting can be in person, via phone, or through a video conference. It’s imperative that management feel comfortable with the customer service team and that the