Travillian Communications offers a variety of services that will motivate and inspire your target audience. The service co-opted the fundamental element of Travillian’s approach to recruiting since its founding in 1998, “effective storytelling” of our client’s history, mission, service offerings, outlook and guiding philosophy. Through this type of storytelling, your institution will positively differentiate itself to the investor community, your customer base, employees, coveted new recruits and strategic partners.
You will also have the option of showcasing your company’s story on our highly regarding content channel, Travillian Next, where it will be viewed by hundreds of industry executives, investors and service providers.
Strategic Messaging & Stakeholder Communications
Travillian will work in conjunction with the client’s senior leadership team and marketing department to draft presentation materials suitable for communication with all stakeholders of the bank.
Services Provided
Travillian will produce scripted video interviews focused on a variety of topics with designated members of your company. The interviews will be moderated by Travillian team members, SMBT Consulting (Joe Fenech, Managing Principal), and other relevant individuals of the banking & fintech community.
- Well researched interview questions
- Engaging exchange with personal appeal
- Differentiated presentation of the client
- Credible 3rd party moderator tailored to the video topic
Travillian, in partnership with SMBT Consulting (Joe Fenech, Managing Principal), will conduct a thorough due diligence process. The report will Include:
- Detail the history and evolution of the company
- Comprehensive portrait of the leadership team and key team members
- Strategic variables and drivers that have enabled the transition of the business model
- Past, present, and future of the client
| Travillian will assess the client through the lens of the Wall Street community of analysts, investors, and investment bankers. With the participation of the client’s management, Travillian will create an extensive list of topics and questions that will most likely be asked by analysts and investors at industry conferences and periodic analyst/investor one-on-ones. This “question bank” will be presented to client’s management in advance, so as to allow management adequate time to assess and prepare for these industry events and meetings. |
| Travillian will present to the Board of Directors and/or employee base with the intent of providing its unbiased, professional opinion of the client’s relative standing in the banking industry.This candid “outsider’s take” will help the Board and/or employee base to understand the perspective and expectations of other stakeholders of the company and the Wall Street analyst/investor community. Travillian’s experience is that these presentations can help lend credibility internally amongst the Board and/or employee base to management’s current strategic initiatives (answering the question of “why”) as well as an understanding of potential macro headwinds/tailwinds to company strategy and performance. |
Examples of Our Work
Johnny Allison, Home Bancshares | Video Interview
John Allison, Chairman and CEO of Home Bancshares, is one of the great value creators in the bank sector over the past 3+ decades. Through the lens of his experience, Mr. Allison speaks to the issues confronting the banking sector today and discusses with our moderators the key attributes that have driven the success of Home Bancshares, one of the nation’s top-performing and highest valued publicly traded banks.
Coastal Financial Corporation | In-Depth Company Research Report
At the nexus of this conversation is Coastal Financial Corp., which
arguably as much as any bank today truly embodies the melding of
traditional community banking with a forward-thinking,
fintech-oriented approach.
Lincoln Savings Bank Company Research Report | Article
When LSB, whose roots are in agriculture loans, saw its customers skyrocket from 18,000 to 3 million-plus in 12 months, they knew they were onto something. Now one of the 40 largest banks in the country based on customer size, Lincoln Savings was catapulted to the big leagues, and it happened seemingly overnight.
Clients Feedback
Client Reviews
Travillian focuses on building long-term, trust-based relationships with financial services companies and their service providers. Whenever a partner engages us, we consider it our utmost responsibility to deliver our best work on time, every time.
Eric Sprink
CEO & President, Coastal Community Bank
Travillian’s report on Coastal Community Bank will help me tell our own story to employees, investors and regulators. It will now be required reading as a 101 introduction. It really speaks to Travillian’s command of our business, our culture and our values… Well done!
