managing cash flow wells fargo.ppt
TRANSCRIPT
Small BusinessLester Romero
Regional Banking Small Business Manager
100 W Washington St
March 13th 2011
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Helping Small Businesses reach business goals through world-class small business capabilities
Educational resources
Tools and resources to manage money, people, and risk
Accounts and services to help your business prosper
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Access content by searching titles, keywords, or phrases
Access content by searching titles, keywords, or phrases
Wells Fargo’s Business Insight Resource Center (The BIRC)
Access content by type
Access content by type
Access content through Related Resources section
Access content through Related Resources section
Access content through drop- down categories
Access content through drop- down categories
Share content with others
Share content with others
Access content through mini-archive section
Access content through mini-archive section
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Money management with small business customers in mind
Keep focus on small businesses with financial services that let them access funds, monitor accounts, and make payments quickly and easily.
Deposit and loan products offered by Wells Fargo Bank, N.A. Member FDIC.
• Wells Fargo Business Services Packages
• Checking accounts
• Savings accounts
• Online access
• Debit cards
Online payable and receivable services
Automatic payments
Treasury Management services
Basic
Customized
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Account Alerts automated account and fee management
Online Banking – going beyond the basics
Fraud Protection24/7 Account monitoring and access control
Going green online
statements
24/7 access to accounts and the funds in them
Check balances
Review transactions
Transfer funds
Make payments
Deposit and loan products offered by Wells Fargo Bank, N.A. Member FDIC.
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Strategies built for small business growth –Merchant Services
Move small businesses forward with customized solutions to accept payments that are convenient for their customers.
Fast funding Merchants receive payments from
most card transactions as soon as the next business day when funding to a Wells Fargo deposit account.
Full service processor Visa®
MasterCard®
Discover®
American Express®
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Insurance solutions for small businessSmall Business is everything to you –Let us help you protect it
Save 30% when you switch to Wells Fargo Insurance*
•Savings amount is based on information provided by new Wells Fargo Insurance, Inc. customers who purchased policies between January and May 2011, and who provided data regarding savings. Premium savings are not guaranteed and will vary based on a variety of factors for each applicant.
Insurance is: Not insured by the FDIC or any federal government agency. Not a deposit of or guaranteed by any bank
When you work with Wells Fargo Insurance you’ll receive:
• Competitive quotes
• Straightforward advice
• Easy purchase options
• Ongoing support
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Compensation without complications
Maximize productivity.Direct more time and resources to growing your business and increasing revenue.
Avoid penalties. Minimize your risk of IRS scrutiny and tax penalties.
Save money. Eliminate checking account monthly service fees and reduce payroll costs with unlimited and free direct deposit of payroll checks.
Team up with a financial institution that can help small businesses effectively manage payroll.
Wells Fargo OptRight®
Payroll Solutions
Deposit and loan products offered by Wells Fargo Bank, N.A. Member FDIC.
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DisclaimersInformation and views provided through this presentation are general in nature for your consideration and are not legal, tax, or investment advice. Wells Fargo makes no warranties as to accuracy or completeness of information, does not endorse any non-Wells Fargo companies, products, or services described here, and takes no liability for your use of this information. Information and suggestions regarding business risk management and safeguards do not necessarily represent Wells Fargo's business practices or experience. Please contact your own legal, tax, or financial advisors regarding your specific business needs before taking any action based upon this information.
Wells Fargo & Company cannot provide tax advice. Please see your tax advisor to determine how this information may apply to your own situation.
Lester RomeroAssistance Vice President/Regional Banking Sales Coach Manager
3800 Howard Hughes Pkwy, 3rd Floor,Las Vegas, NV 89109 MAC s4733-037
All credit decisions subject to approval.
Wells Fargo Insurance, Inc. is a licensed agency that represents—and is compensated by—the insurer based on theamount of insurance sold.
Insurance and investment products are not FDIC insured.
Deposit and loan products offered by Wells Fargo Bank, N.A. Member FDIC.
© 2011 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801