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: