Is Your Bank Supporting Your Business Growth?
Category
Statement
Score (1-5)
Do I have a business checking account tailored to my transaction volume and cash flow needs?
Core Business Banking Services
Am I maximizing interest on idle funds through sweep accounts or business savings solutions?
Is my account structure optimized to reduce fees and improve efficiency?
Do I have access to Treasury Services like ACH origination, wire transfers, and fraud protection?
Is Remote Deposit Capture saving me time and improving cash flow timing?
Treasury & Cash Management Tools
Can I manage and monitor all business accounts easily through online and mobile banking?
Is Positive Pay or other fraud mitigation in place to protect my payments?
Has my bank discussed working capital solutions like lines of credit or AR financing?
Lending That Powers Growth
Have I been evaluated for SBA or equipment loans that could fuel expansion or upgrades?
Is my banker proactive in finding lending solutions before I need them?
www.veritexbank.com/middlemarket
wray@veritexbank.com
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