Industry Focus Target banking associations and independent banks in Michigan and similar mid-market members of regional associations, highlighting CBM as a gateway to connect with bank members and associate partners for paid memberships, sponsorships, events, and vendor partnerships.

Event Pipeline Leverage their annual UP Banking Summit and related golfing outings as captive sponsorship opportunities, speaking slots, and attendee access for product demos, networking with decision makers, and bundled marketing packages.

Leadership Transition Monitor leadership changes and succession timing from recent CEO retirement to anticipate needs for executive networking, executive education, and new vendor relationships aligned with strategic priorities during transitions.

Technology Stack Offer tailored tech and security solutions that integrate with common fintech usage and web infrastructure (Java, cloud security, analytics/advertising tech like DFP, CDN and bot management) to appeal to CBMs tech-savvy member banks and associate vendors.

Growth Profile Position solutions to scale with a 10-25M revenue profile and small but focused headcount, emphasizing cost-effective, high-impact services such as compliance, marketing automation (HubSpot), and white-label partnerships that appeal to member banks and associate providers.