Growth through merger Explore cross-sell opportunities stemming from ConnectOne Bank's merger with First National Bank LI, focusing on expanding corporate lending, treasury management, and digital banking adoption for former FNB LI clients.

Small to mid-market Leverage the bank's emphasis on small and middle market businesses to propose tailored cash management, lending products, and advisory services that scale with client growth across Long Island and New York City.

Digital transformation Position services around the bank's digital product suite and analytics capabilities (Cognos Analytics, Smartsheet, Webflow) to offer enhanced reporting, workflow automation, and data-driven lending decisions for mid-market clients.

Executive leadership Target relationships with decision makers connected to recent leadership moves (general counsel, risk, branch leadership) and offer risk/compliance, governance, and enterprise-wide banking solutions aligned with their strategic roles.

Deal growth channels Identify opportunities from recent partnerships and promotions (Rocket Mortgage collaboration, branch leadership changes) to propose complementary products such as mortgage finance, asset management, and regional branch networks for scalable expansion.