The White-Glove Experience Doesn't Scale
But it’s easier said than done when a banker has dozens of customers. Tom Hessen explains further in this video.
Your Bankers Are Missing A Massive Revenue Opportunity In Commercial & Business Banking Segments
Customer relationships drive revenue growth—but when bankers manage 50 to 100+ clients, many relationships become transactional, costing banks millions in missed opportunities.
9Lenses helps banks drive revenue growth by turning surface-level customer conversations into high-value consultations that uncover needs, build trust, and accelerate cross-sell opportunities.
Transactional Relationships Cost Banks Millions
We’ve all seen the ads: a banker walking alongside a business owner, offering personalized advice and support. It’s the ideal—relationships built on trust, insight, and shared goals.
Banks want every customer to feel this way. But in commercial and business banking, it’s hard to scale. With bankers managing 50 to 100+ clients, most interactions become transactional. Bankers react to needs rather than uncover them, missing valuable cross-sell and growth opportunities.
3 Reasons Relationships Stay Transactional:
These challenges hold your bankers back from driving growth.
Too Many Customers, Too Little Time.
Bankers manage 50–100+ customers but can only deeply engage with about 20%. The remaining 80% go underdeveloped, leaving significant revenue untapped.
Low-Value Interactions Don't Build Trust
With limited time and weak relationships, meetings become quick check-ins or reactive support—not the consultative conversations that build trust and uncover needs.
Over-Reliance On Product Experts
Bankers rely on solution specialists to deliver expertise. This fragments the experience, slows the sales cycle, and limits the bank’s ability to act as one trusted partner.
There's A Better Way To Build Relationships That Drive Growth
Banking is built upon human-to-human engagement.
This is about supporting that. Not replacing it.
Package Banker Expertise Into Digital Advisory Tools
Banker knowledge may vary—but digital advisory tools level the playing field at scale.
These tools quickly uncover gaps tied to your customer’s goals through an interactive, engaging experience. From cash flow and payments to credit cards and loans, every key question is built in and systemized.
Customers get instant, personalized recommendations for their top needs and bankers uncover every opportunity across your solution portfolio.
What used to take four weeks to understand the customer's needs and present relevant convolutions now takes 30 minutes.
SVP Treasury Management Sales Strategy
Top 10 Bank in the USA
Turn Conversations Into Consultations
When bankers walk into meetings already knowing the customer’s needs, they can focus on advising and delivering the right solutions.
We call this a consultation—because every minute is spent solving, not guessing.
Customers get more value in less time. Bankers uncover more opportunities, speed up the sales cycle, and bring in solution experts only when it counts.
Revenue Grows With Standardized Advice At Scale
When you apply a consistent consultation process across your business and commercial banking clients, every key metric improves—more opportunities, larger deals, faster cycles, and higher win rates.
One top 10 U.S. bank has already done this—bringing thousands of customers through the process and setting a new standard for client engagement and revenue growth.
Banks And Customers Love The Difference
Feedback from 9Lenses clients shows how digital advisory tools create a win-win scenario for both bankers and their customers.
CEO Tom Hessen shares more in this video.
I was highly skeptical this approach would work.
I couldn't have been more wrong.
—Sales Director, Commercial Banking
Top 10 Bank in the USA
Here's How 9Lenses Helps Banks Build Relationships That Grow Revenue
Bankers love these features.
Client Scorecards
Upon finishing an assessment, customers and bankers both receive the results.
This provides instant value in easy-to-understand form for customers while aligning bankers to the same data points.
Virtual Sales Coach
Now with those tailored recommendations in-hand, bankers can brush up on readiness with the 9Lenses Virtual Sales Coach.
Quickly gather necessary background research, key talking points, and be at your best heading into the meeting – so you build confidence and earn your customer’s trust.
Selling Orchestration
Business bankers easily align with solution experts, who are alerted the conversation is coming.
Now, experts can be on the initial call – and customers aren’t asked to schedule additional meetings to get the answers they want.
We are seeing customers complete our advisory tools over 90% of the time.
They love it.
They love it.
VP, Sales Enablement
Fortune 500 Banks
See how 9Lenses evolves your banking business.
9Lenses is the first SaaS platform that systemizes the entire sales engagement process. And bankers today love it.
Use it to delight your customers and empower your teams.
