PPP Customer Lead Generation

Turn your new PPP customers into regular bank customers

Soon the PPP loans and forgiveness will have run their course. After all that effort you’ll have earned goodwill and some one-time fee income.

Some of your new customers might generate new loan assets, DDAs, deposits, or other bank products. Yet they won’t remain loyal customers unless you do something to cultivate them. 

But how? There are too many to reach effectively with your limited time and resources. Rinaldi Advisory Services (RAS) can identify those that matter, and can do it rapidly and inexpensively.

Our process
  • Analyze PPP loans made to your existing and new customers for risk characteristics
  • Sort pools of customers according to preferences in risk, industries, etc
  • Prioritize the calling efforts of your lenders for cross-selling purposes (deposits, C&I loans, and other products)
  • Present findings
  • Implementation management is available

In partnership with

In partnership with
Contact us today to discuss your needs. We’ll be happy to schedule a meeting with your team and get this project up and running quickly.

Why partner with the RAS/ECS team?


  • CEOs are singular, resulting in the need for individualized business plans and product specialties
  • CEOs need to be heads down to move the business along while also keeping abreast of the trends in their marketplace
  • CEOs often just can’t make enough time for the big picture work. RAS/ECS can be that extra resource to fill that gap
  • CEOs need access to high quality and strategically focused presentation materials
  • CEOs can gain sustainable advantages for their business using the resources that RAS/ECS can provide

Why partner with the RAS/ECS team?


  • CEOs are singular, resulting in the need for individualized business plans and product specialties
  • CEOs need to be heads down to move the business along while also keeping abreast of the trends in their marketplace
  • CEOs often just can’t make enough time for the big picture work. RAS/ECS can be that extra resource to fill that gap
  • CEOs need access to high quality and strategically focused presentation materials
  • CEOs can gain sustainable advantages for their business using the resources that RAS/ECS can provide