Marcato Advisors

Resources

A collection of guides, web sites, and articles that will help your bank succeed.

Borrower Experience: How to Avoid Falling Short

The 2017 Small Business Credit Survey is one of the better resources for understanding borrower experience and industry trends. The Federal Reserve publishes survey results every spring (around April or May. They ask small business owners to detail their current business climate, financial needs and recent credit experiences.

3 Important Things For Banks To Improve Commercial Customer Profitability