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What is Optimal Relationship Building


What is a Strategic Relationship Banker

What is Optimal Relationship Building®

FinQuest Partners LLC has created a comprehensive and integrated approach to customer development called Optimal Relationship Building® (“ORB”).  In short, the ORB approach is a step-by-step, dynamic process which balances the investment in relationship banking with the immense profitability of attaining a strategic partner status with targeted customers.  The structured frameworks, analytical tools and techniques of ORB provide a roadmap for relationship bankers attempting to optimize their customer portfolio.

The basic steps of the ORB process are summarized by the Seven Guiding Principles of Optimal Relationship Building® shown below:

Principle 1Principle 2Principle 3Principle 4Principle 5Principle 6Principle 7