ATB Financial is a leading financial institution with a substantial presence in Alberta and beyond. With over 300 locations in Alberta alone, we are deeply committed to serving our community. Our operations span personal banking, business banking, wealth management, and capital markets businesses, and we continuously strategize to modernize and enhance our product and service offerings to remain competitive and relevant in the growing financial market.
Founded in Alberta with the mission of "putting people first," we value and are grateful for the contributions of our team of more than 5700 employees whose dedication enables us to deliver exceptional experiences and services to our clients.
We manage an impressive $57.5 billion in assets and dutifully cater to the financial needs of almost 800,000 clients, helping them navigate major life events from starting university to planning retirement and purchasing homes.
ATB Financial is progressing steadily on an expansion path as exemplified by our upcoming establishments in Kelowna, BC, and Saskatoon, SK. We are endeavoring to share our successful Alberta model with a broader audience by extending our reach into various communities irrespective of their size.
While we are profit-motivated and continually seeking to expand, we are also keenly aware of our responsibility to remain accountable and cost-conscious. We operate at an arms-length from the government and under a board of directors, committed to equal treatment against other private sector banks.
At ATB Financial, we see potential and opportunity in every goal and dream of our clients, because serving our community is more than just banking, it's investing in people, businesses, and agriculture. This person-centric approach is at the heart of our innovation and growth.
In conclusion, ATB Financial is more than just a bank, it is a committed member and partner to the community, demonstrating its dedication through continuous innovation, people-focused values, and broad-based financial services for individuals and businesses.
The primary objective would be to alleviate the identified pain points by offering the relevant B2B SaaS solution, with the ultimate aim of closing the deal within a 6-12 month sales cycle.
Offer a SaaS solution that can help ATB Financial to address the identified pain points by providing features like streamlined operations, automated workflows, advanced analytics, robust risk management tools, integrated talent management, and digital customer engagement features.
Reach out to decision-makers including:
Create a personalized pitch that addresses ATB Financial's key pain points, presents how the SaaS solution fits their needs, and provide case studies or testimonials supporting the effectiveness of the solution.
Make the first contact through a personalized email or a LinkedIn message. The focus should be on them – outline their problems, demonstrate understanding, and propose ways your solution can help.
Schedule a call or a meeting to present a demo of the solution, discuss quotation and pricing details. Constantly follow-up until a decision is made. Once the deal is closed, ensure smooth onboarding and continual customer support to guarantee their long-term success and satisfaction.
After closing the deal, gather feedback to understand how the process could be improved for future sales efforts. This should involve analysing each sales stage, from lead qualification to deal closure, and identifying areas of improvement.
Finally, emphasis should be placed on maintaining a relationship with ATB Financial post-sales. Regular check-ins, updates on new features, and knowledge sharing on how to better use the product will be beneficial for customer retention.
