Community Banking Strength Leverage Old Plank Trail Community Bank's regional focus in Chicagoland, northwest Indiana, southern Wisconsin, and Florida to cross-sell Wintrust affiliate products such as wealth management, mortgage origination, and insurance premium financing to local SMBs and individuals.

Growth and Scale With 51-200 employees and revenue in the 25 to 50 million range, target mid-market businesses for treasury management, corporate banking services, and digital payment solutions that can scale with their growth while aligning with Wintrust’s multi-division capabilities.

Strategic Partnerships Capitalize on the bank's existing nonprofit partnership experience, such as crisis center collaboration, to propose CSR-aligned financial services, employee giving programs, and charitable donation processing for targeted organizations and associations.

Tech-Enabled Efficiency Promote modern, compliant digital workflows and contract management suitable for a community bank environment, highlighting DocuSign, Google Tag Manager, and other listed tools to streamline onboarding, lending, and relationship management for new and existing clients.

Competitive Positioning Position as a trusted regional alternative to larger banks by emphasizing community focus, personalized relationship management, and access to Wintrust network resources, while pursuing mid-sized business clients seeking local expertise with broad financial services.