Community Focus Target local SMBs and community organizations in southern Wisconsin leveraging Union Bank & Trust Company’s locally owned and community-centric positioning, emphasizing relationship-driven banking needs and local economic support.

Growth Narrative Position solutions around scalable cash management, small business lending, and personal financial planning to support the bank’s nearly 120-year growth story and appeal to business customers aiming to expand.

Digital Enablement Offer modernization and online banking enhancements that align with their tech stack (WordPress, Cloudflare, JSON-LD) to improve customer experience, security, and marketing efficiency for attracting new clients.

Community Partnerships Propose programs or fintech partnerships for civic groups, schools, and local charities to align with their volunteer and charitable footprint, creating co-branded financial literacy and small business accelerator initiatives.

Mid-Market Potential Identify mid-sized local businesses with revenue growth potential within the 25M-100M range as targets for enhanced treasury management, lending facilities, and commercial banking solutions that fit their revenue profile and competitive stance.