TriState Capital Access TSC
CLIENT

TriState Capital Bank

PROJECT

Promotional Video

PRACTICE AREA

Financial Services

SERVICES PROVIDED

Brand Positioning and Messaging
Video Development
Integrated Marketing Campaign
Product Launch Strategy and Planning

Digital Evolution

Traditional loan processes within TriState Capital Bank needed to evolve to meet the emerging digital expectations of its customers. Nationally known as a pioneer in specialized collateralized lending and liquidity, TriState Capital had an advantage when fintech exploded in the world of banking. As a branchless entity, the bank had in place the organizational framework necessary to build a customized platform to manage its securities-backed line of credit (AccessTSC) loan accounts digitally. After months of development, a customized digital lending platform was about to launch, requiring a marketing plan and execution tactics for implementation.

BD&E helped build an integrated marketing plan to launch the new digital lending platform.

TriState Capital Access TSC

Two videos were developed to be utilized for both sales and tutorial onboarding tools.

TriState Capital Access TSC
TriState Capital Access TSC
TriState Capital Access TSC
TriState Capital Access TSC
TriState Capital Access TSC
TriState Capital Access TSC
TriState Capital Access TSC

“It can be the best platform in the banking world, but if we don’t effectively drive customers to use it, it will all be a waste of time and money.”

- Kyle O’Connor, Executive Vice President, Chief Strategy Officer -

RESULTS

The new digital lending platform helped TriState Capital leverage its technology to improve customer experience and streamline internal operations. With over $12 billion in assets, TriState Capital serves middle-market commercial clients as well as high-net-worth individuals nationwide.