New Business Accounts Checklist

3 page | PDF

10/17/2024

Important Contact Information

1 page | PDF

10/17/2024

Strength of Heritage Welcome Brochure – August 2024

2 page | PDF

07/25/2024

HBCDE overview

2 page | PDF

07/23/2024

Welcome Brochure

2 page | PDF

02/12/2024

Banking Business Q4 2023 (October)

28 page | PDF

10/02/2023

Elavon Converge for Nonprofits

2 page | PDF

08/25/2023

Banking Business Q3 2023 (July)

28 page | PDF

07/04/2023

Banking Business Q2 2023 (Issue 9)

28 page | PDF

04/10/2023

Transitioning your banking relationship flyer

1 page | PDF

02/21/2023

Elavon overview-SMB

2 page | PDF

11/15/2022

Elavon Overview-Enterprise

2 page | PDF

11/15/2022

5 Retirement Mistakes Small Business Owners Make – Wealth Strategies

8 page | PDF

08/12/2022

Banking Business Q3 2022 (Issue 6)

page | PDF

07/21/2022

Banking Business Q2 2022 (Issue 5)

24 page | PDF

04/10/2022

Professional Financing – Industrial Property Financing Overview

1 page | PDF

04/04/2022

Professional Financing – Mini-Storage Facility Financing Overview

1 page | PDF

02/17/2022

Practice Transition help brochure

4 page | PDF

02/04/2022

Same Day ACH overview

1 page | PDF

02/04/2022

Banking Business Q1 2022 (Issue 4)

20 page | PDF

01/10/2022

Business Checking Accounts

1 page | PDF

01/03/2022

Banking Business Q4 2021 (Issue 3)

page | PDF

09/30/2021

Business Services Proposal

page | PDF

07/15/2021

Business Services Introduction

page | PDF

07/15/2021

Implementation Kickoff Meeting

page | PDF

07/15/2021

Banking Business Q3 2021 (Issue 2)

1 page | PDF

07/01/2021

Heritage Direct – customizable

1 page | PDF

05/06/2021

Remote Deposit Capture

1 page | PDF

04/02/2021

Banking Business Q2 2021 (Issue 1)

0 page | PDF

03/29/2021

Professional Financing – Dental Financing Overview

1 page | PDF

03/02/2021

Business Loans and Lines of Credit

2 page | PDF

12/22/2020

Business Savings Accounts

2 page | PDF

12/22/2020

Business Banking Overview

2 page | PDF

12/22/2020