Growth and Lending NEBAT is a large, private, family-owned bank with substantial regional footprint (over $2B in assets and 32 locations) and a history of home and business lending, suggesting strong cross-sell potential for mortgages, HELOCs, small business loans, and CRE services across Southeastern Wisconsin.

Fintech Adoption The bank recently signed Cheetah's trust accounting software integrated with AssetMark, signaling openness to fintech modernization and integrated wealth management; opportunity to propose expanded wealth tech, digital trust platforms, and data-driven fiduciary services to deepen client relationships.

Digital Security With Cloudflare CDN and Google Tag Manager in use, NEBAT relies on cloud-based and web-optimized solutions; opportunity to offer comprehensive cybersecurity, data privacy, and identity access management, as well as cloud security monitoring to protect customer data and meet regulatory requirements.

Talent Development Active leadership changes and use of iCIMS and Microsoft 365 indicate ongoing talent strategy; opportunity to offer HR tech optimization, onboarding, learning, recruitment marketing, and employee engagement tools to support growth across branches.

Community Analytics Strong emphasis on community investment and participation in events like Power of Community Week; opportunity to provide CSR impact measurement, market analytics, and co-branded community programs, plus targeted marketing services to deepen local customer relationships.