Bank presentation outline

OVERVIEW OF BUSINESS Brief history of company Locations & Facilities Management & Ownership Structure  Brief overview  Organization chart  Brief resumes of key employees Products & Services Market Overview  Market areas served  Target Customers  Competitive position  Trends in market  Growth rates  Pricing & Margins  Technology Marketing Plans & Strategy  Basic marketing philosophy  Any changes we anticipate  Must match up with financial projections Planed changes in business operations  What we are doing to improve operations  Cost improvement activities