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On a daily basis, we communicate with clients regarding specific transactions and emerging issues, including:
· Market update and strategy
· Purchase and sale recommendations
· Trade execution
· Current rate structure and economic commentary
On a monthly basis, we attend the client’s ALCO meeting, either in person or by teleconference. We provide regular reporting, including:
· Portfolio pricing
· Credit quality review
· Custom reports
On a quarterly basis, we attend the client’s ALCO meeting in person to review the client’s operating environment. Topics of discussion include:
· Economic review and outlook
· Comprehensive balance sheet review
· Management information reporting
On a regular basis, we communicate with clients about current issues in banking and their impact on the business. We prepare a weekly economic update, which is sent via e-mail.
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