About

Strengthen Relationships with the RM Toolkit

We’ve developed the Toolkit to make it easier for you to connect with clients. Everything is in one place, up-to-date, consistent, well-designed and easy to find. Check back often as we add content and update features to make it a place you can rely on and benefit from every day.

Tips for Using the Toolkit

You’ll find content organized by stages of the customer journey. You can also navigate directly to products, services or brand resources. Or search by keyword or filter by content type.

Once you select a piece of content, you can download and attach to an email, order printed copies or share to social media to reach a larger audience. Simply follow the prompts on screen for the option that works best for your circumstances.

Commercial Outreach

This section is organized by relationship phases.

• New Prospects contains networking and outreach materials for new business.
• Relationship Building contains product overviews, testimonials, proposals and more to help strengthen relationships.
• New Clients contains content for regular connection and conversation with existing customers.
• Industries contains materials specific to industries we serve.

Products and Services

You can navigate directly to a specific product or service in this section.

Brand Resources

This section contains general information about Heritage Bank.