Evaluate your bank based on your evolving business needs, growth goals, and financial strategy.
Category Statement
Score (1-5)
Has my banker taken time to understand my business model and industry pressures?
Strategic Advisory & Industry Insight
Does my bank help me plan for growth — through referrals, forecasting support, or capital planning?
Have I received benchmarking data or market insight from my banking team?
Do I have a dedicated business banker who checks in regularly and understands my goals?
Relationship & Accessibility
Does my banker respond quickly and make decisions locally — without delays or red tape?
When challenges arise, do I trust my bank to support me, not just quote policy?
Am I receiving regular fraud alerts, security recommendations, or cyber readiness support?
Risk & Security
Does my bank offer business continuity guidance in case of disruption?
Do I feel confident in my bank’s ability to protect my data and my funds?
www.veritexbank.com/middlemarket
wray@veritexbank.com
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