Cash Management Sales Suite
Prospect Profiler · Objection Handler · Competitive Intel · Pipeline Coach
Prospect profiler
Objection handler
Competitive intel
Pipeline coach
Prospect profiler
Enter a prospect's basics — get industry discovery questions, pain point map, and product fit recommendations
Prospect details
Business name
Industry
Construction / contracting
Property management
Healthcare / dental
Manufacturing
Professional services
Nonprofit
Retail / restaurant
Distribution / logistics
Municipality / government
Annual revenue
Under $1M
$1M–$5M
$5M–$15M
$15M–$50M
$50M+
Number of employees
1–5
6–25
26–100
100+
Current bank (if known)
Decision maker title
Owner / founder
CFO / controller
CEO / president
Office manager
Treasurer
What do you already know?
Known pain points or comments
Services they likely use today
Business checking
Savings / MMA
ACH / payroll
Wires
Positive pay
Remote deposit
Merchant services
Credit line / loan
Sweep accounts
Urgency / timeline
Immediate — actively looking
This quarter
Just exploring
Contract renewal coming up
Generate prospect profile
Prospect profile + product fit map
Fill in the form and click Generate.
Copy profile
Objection handler
Select or type an objection — get coached talk tracks, empathy framing, and bridge language
Common objections — select one or type below
Long relationship with current bank
Fees are too high
We\'re too small
Already have online banking
Don\'t want to switch
CPA handles it
Bad past experience
Need to consult others
ECR not competitive
Switching is too much work
Better tech at big bank
Objection details
Objection (edit or type your own)
Prospect industry
Construction / trades
Property management
Healthcare
Manufacturing
Professional services
Retail / restaurant
Stage in the conversation
Cold call / first contact
Discovery meeting
Proposal review
Trying to close
Additional context (optional)
Get coaching response
Talk track + coaching
Select an objection and click Get coaching response.
Copy response
Competitive intel
Generate battle cards and differentiation talking points against specific competitors
Competition details
Competitor
Wells Fargo
Bank of America
Truist
Regions Bank
Huntington
Fifth Third
PNC
US Bank
TD Bank
Citizens Bank
Another community bank
Credit union
Online-only bank
Custom competitor name (overrides above)
Scenario
Prospect staying with competitor instead of us
Prospect considering switching TO competitor
Splitting business between us and competitor
Using competitor offer to renegotiate with us
Industry
Construction / trades
Property management
Healthcare
Manufacturing
Professional services
Retail / restaurant
What has the prospect said about the competitor?
Our strengths to highlight
Local decision-making
Relationship access
ECR / pricing
Speed of service
Fraud protection
Personalized onboarding
Technology / portal
Fee transparency
Community investment
Lending flexibility
Known weaknesses to acknowledge (optional)
Banker tone
Confident and direct
Consultative — let facts speak
Empathetic — acknowledge concerns first
Generate battle card
Battle card + differentiation talking points
Fill in the form and click Generate battle card.
Copy battle card
Pipeline coach
Log a deal's current status — get next-best-action guidance, risk flags, and a coaching plan
Deal stage
Identified
Contacted
Discovery done
Proposal sent
Negotiating
Stalled
At risk / lost
Deal details
Business name
Industry
Construction / trades
Property management
Healthcare
Manufacturing
Professional services
Retail / restaurant
Est. monthly deposit value ($)
Days since last contact
Decision maker engagement
Strong champion — wants to move
Interested but cautious
Neutral — hard to read
Resistant — needs convincing
Gone quiet / not responding
Target close date
Situation narrative
What happened in the last interaction?
What is blocking this deal?
Proposal sent
Current stage
—
Days since contact
—
Risk level
Get coaching plan
Coaching plan + next-best actions
Fill in the deal details and click Get coaching plan.
Copy plan
