For Vendors

Making the right Connections

It is easy to sell a solution when your client comes to you already knowing what they need. The real challenge? Tapping into the market of people who don't know that they have a problem and that you have the solution.

The Bankers Guide harnesses the power of self-discovery and helps potential clients identify problems or gaps within their business, immediately connecting them to you and your solutions through our Bankers Guide recommendations.

With The Bankers Guide, you can:

Tag your product to questions in the questionnaires.

better target your explicit target market based on user profiles

utilize the platform to create a sales pipeline that facilitates recognition and identification of potential customers

harness the existing work of internal compliance resources, and turn what is commonly viewed as a pure cost center, into one which helps potential clients understand how they can help them mitigate the compliance risks associated with specific requirements.

Increase Traffic

By using our solution you not only can tap in to those who are looking for a particular type of software, but you can increase traffic to your website, by being one of the first solutions that a potential customer comes across when they first discover their issues in a Bankers Guide questionnaire.

Differentiation

Based on the data points users enter when they set up their Bankers Guide profile, we can help your business better identify your appropriate target market within the financial industry.

Sign up for early access

For a chance at early access to the private beta, please sign up and join our wait list. Priority will be assigned on a first come first serve basis.