Elavon Nonprofit Solutions Overview
2 page | PDF
08/25/2023
Elavon Nonprofit Solutions Overview
Elavon Converge for Nonprofits
2 page | PDF
08/25/2023
Elavon Converge for Nonprofits
Welcome Brochure
2 page | PDF
08/15/2023
Welcome Brochure
Strength of Heritage – August 2023
1 page | PDF
08/02/2023
Strength of Heritage – August 2023
5 Reasons to Accept Non-Cash Payments – Elavon
page | PDF
07/14/2023
5 Reasons to Accept Non-Cash Payments – Elavon
Banking Business Q3 2023 (July)
28 page | PDF
07/04/2023
Banking Business Q3 2023 (July)
KBRA Publishes and Affirms Ratings for Heritage Financial Corporation
2 page | PDF
05/31/2023
KBRA Publishes and Affirms Ratings for Heritage Financial Corporation
KBRA Heritage Financial Corporation Surveillance Report
1 page | PDF
05/31/2023
KBRA Heritage Financial Corporation Surveillance Report
Boise Intro Flyer
1 page | PDF
05/17/2023
Boise Intro Flyer
2022 Community Investment Report
24 page | PDF
04/24/2023
2022 Community Investment Report
Banking Business Q2 2023 (Issue 9)
28 page | PDF
04/10/2023
Banking Business Q2 2023 (Issue 9)
Transitioning your banking relationship flyer
1 page | PDF
02/21/2023
Transitioning your banking relationship flyer
Heritage Bank Switch Offer – 3 months
1 page | PDF
02/06/2023
Heritage Bank Switch Offer – 3 months
Getting Organized – Wealth Strategies
1 page | PDF
01/20/2023
Getting Organized – Wealth Strategies
Banking Business Q1 2023
1 page | PDF
01/12/2023
Banking Business Q1 2023
Heritage Business Express
1 page | PDF
12/22/2022
Heritage Business Express
Nonprofit Banking Package flyer
1 page | PDF
12/08/2022
Nonprofit Banking Package flyer
Wealth Strategies Detailed Strategy Overview
page | PDF
11/21/2022
Wealth Strategies Detailed Strategy Overview
Mortgage Special Rates
1 page | PDF
11/18/2022
Mortgage Special Rates
Elavon overview-SMB
2 page | PDF
11/15/2022
Elavon overview-SMB
Elavon Overview-Enterprise
2 page | PDF
11/15/2022
Elavon Overview-Enterprise
Wealth Strategies Services Overview
page | PDF
11/08/2022
Wealth Strategies Services Overview
2023 Retirement Plan Comparison – Wealth Strategies
2 page | PDF
11/04/2022
2023 Retirement Plan Comparison – Wealth Strategies
Banking Business Q4 2022 (Issue 7)
28 page | PDF
10/04/2022
Banking Business Q4 2022 (Issue 7)
5 Retirement Mistakes Small Business Owners Make – Wealth Strategies
8 page | PDF
08/12/2022
5 Retirement Mistakes Small Business Owners Make – Wealth Strategies
BaZing Merchant Network participation overview
1 page | PDF
08/08/2022
BaZing Merchant Network participation overview
Beneficial Ownership Requirements Overview flyer
1 page | PDF
08/05/2022
Beneficial Ownership Requirements Overview flyer
Home Loan Days printable 8.5″ x 11″ sign
1 page | PDF
08/05/2022
Home Loan Days printable 8.5″ x 11″ sign
Banking Business Q3 2022 (Issue 6)
page | PDF
07/21/2022
Banking Business Q3 2022 (Issue 6)
Mobile Deposit flyer
1 page | PDF
06/07/2022
Mobile Deposit flyer
Setting Up Alerts in Heritage Direct flyer
1 page | PDF
06/07/2022
Setting Up Alerts in Heritage Direct flyer
Heritage Direct Fraud Mitigation Tools flyer
1 page | PDF
06/07/2022
Heritage Direct Fraud Mitigation Tools flyer
I’ve Joined Heritage Bank (LinkedIn post graphic)
1 page | PDF
05/18/2022
I’ve Joined Heritage Bank (LinkedIn post graphic)
Wealth Strategies Financial Planning Process
1 page | PDF
04/25/2022
Wealth Strategies Financial Planning Process
2021 Community Investment Report
page | PDF
04/14/2022
2021 Community Investment Report
Banking Business Q2 2022 (Issue 5)
24 page | PDF
04/10/2022
Banking Business Q2 2022 (Issue 5)
Professional Financing – Multi-family Property Financing
page | PDF
04/04/2022
Professional Financing – Multi-family Property Financing
Professional Financing – Industrial Property Financing Overview
1 page | PDF
04/04/2022
Professional Financing – Industrial Property Financing Overview
SBA Loan Program – CUSTOMIZABLE
1 page | PDF
04/04/2022
SBA Loan Program – CUSTOMIZABLE
Wealth Strategies Menu of Services
1 page | PDF
04/01/2022
Wealth Strategies Menu of Services
Wealth Strategies Preliminary Client Checklist
1 page | PDF
04/01/2022
Wealth Strategies Preliminary Client Checklist
Which Loan is Right for You?
1 page | PDF
03/30/2022
Which Loan is Right for You?
Cross Collateral Home Loans – Builder/Realtor version
page | PDF
03/29/2022
Cross Collateral Home Loans – Builder/Realtor version
Low Down Payment First-Time Homebuyer
1 page | PDF
03/16/2022
Low Down Payment First-Time Homebuyer
Home Loans Overview
1 page | PDF
03/16/2022
Home Loans Overview
Custom Construction Loans for Buyers
1 page | PDF
03/16/2022
Custom Construction Loans for Buyers
Custom Construction Loans for Builders
1 page | PDF
03/16/2022
Custom Construction Loans for Builders
Wealth Strategies Pre-Meeting Checklist
1 page | PDF
03/08/2022
Wealth Strategies Pre-Meeting Checklist
Professional Financing – Mini-Storage Facility Financing Overview
1 page | PDF
02/17/2022
Professional Financing – Mini-Storage Facility Financing Overview
Practice Transition help brochure
4 page | PDF
02/04/2022
Practice Transition help brochure
Same Day ACH overview
1 page | PDF
02/04/2022
Same Day ACH overview
Banking Business Q1 2022 (Issue 4)
20 page | PDF
01/10/2022
Banking Business Q1 2022 (Issue 4)
Business Checking Accounts
1 page | PDF
01/03/2022
Business Checking Accounts
HBCDE Customer Presentation
page | PDF
11/17/2021
HBCDE Customer Presentation
How-to: Add a live link to a pdf in Acrobat
2 page | PDF
10/22/2021
How-to: Add a live link to a pdf in Acrobat
Banking Business Q4 2021 (Issue 3)
page | PDF
09/30/2021
Banking Business Q4 2021 (Issue 3)
Cross-Collateral Home Loans – Home Buyer version
1 page | PDF
09/29/2021
Cross-Collateral Home Loans – Home Buyer version
LinkedIn Background Photos
page | PDF
09/03/2021
LinkedIn Background Photos
Virtual Meeting Backgrounds (set of 3)
page | PDF
07/29/2021
Virtual Meeting Backgrounds (set of 3)
Professional Financing – Equipment Financing
1 page | PDF
07/21/2021
Professional Financing – Equipment Financing
Business Services Proposal
page | PDF
07/15/2021
Business Services Proposal
Business Services Introduction
page | PDF
07/15/2021
Business Services Introduction
Implementation Kickoff Meeting
page | PDF
07/15/2021
Implementation Kickoff Meeting
Banking Business Q3 2021 (Issue 2)
1 page | PDF
07/01/2021
Banking Business Q3 2021 (Issue 2)
Small Business Flex Fund brochure
6 page | PDF
07/01/2021
Small Business Flex Fund brochure
HBCDE overview
2 page | PDF
06/23/2021
HBCDE overview
Heritage Direct – customizable
1 page | PDF
05/06/2021
Heritage Direct – customizable
2020 Community Investment Report
page | PDF
04/20/2021
2020 Community Investment Report
Remote Deposit Capture
1 page | PDF
04/02/2021
Remote Deposit Capture
Banking Business Q2 2021 (Issue 1)
0 page | PDF
03/29/2021
Banking Business Q2 2021 (Issue 1)
Important Contact Information
2 page | PDF
03/18/2021
Important Contact Information
Professional Financing – Veterinary Financing Overview
1 page | PDF
03/03/2021
Professional Financing – Veterinary Financing Overview
Professional Financing – Nonprofit Financing Overview
1 page | PDF
03/02/2021
Professional Financing – Nonprofit Financing Overview
Professional Financing – Medical Financing Overview
1 page | PDF
03/02/2021
Professional Financing – Medical Financing Overview
Professional Financing – Dental Financing Overview
1 page | PDF
03/02/2021
Professional Financing – Dental Financing Overview
Construction timeline help brochure
4 page | PDF
03/01/2021
Construction timeline help brochure
Steps to Protect Your Identity
1 page | PDF
02/12/2021
Steps to Protect Your Identity
Treasury Management Services
2 page | PDF
02/11/2021
Treasury Management Services
BIAU Business Focus Video (Longform Version)
3:21
12/22/2020
BIAU Business Focus Video (Longform Version)
BIAU Nonprofit Focus Video (:60 Version)
1:00
12/22/2020
BIAU Nonprofit Focus Video (:60 Version)
BIAU Nonprofit Focus Video (Longform Version)
3:13
12/22/2020
BIAU Nonprofit Focus Video (Longform Version)
BIAU Business Focus Video (:60 Version)
1:00
12/22/2020
BIAU Business Focus Video (:60 Version)
HSAs (Health Savings Accounts) for Employers
2 page | PDF
12/22/2020
HSAs (Health Savings Accounts) for Employers
Testimonials – Liberty Bank Building
2 page | PDF
12/22/2020
Testimonials – Liberty Bank Building
Testimonials – Light Dental Studios
2 page | PDF
12/22/2020
Testimonials – Light Dental Studios
Cybersecurity Plans for Small Business
2 page | PDF
12/22/2020
Cybersecurity Plans for Small Business
HSAs (Health Savings Accounts) for Employees – Handout
2 page | PDF
12/22/2020
HSAs (Health Savings Accounts) for Employees – Handout
HSAs (Health Savings Accounts) for Employees – Breakroom Poster
2 page | PDF
12/22/2020
HSAs (Health Savings Accounts) for Employees – Breakroom Poster
Heritage Direct
2 page | PDF
12/22/2020
Heritage Direct
Cybersecurity for Small Business
2 page | PDF
12/22/2020
Cybersecurity for Small Business
Cybersecurity Checklist
2 page | PDF
12/22/2020
Cybersecurity Checklist
Business Loans and Lines of Credit
2 page | PDF
12/22/2020
Business Loans and Lines of Credit
Business Savings Accounts
2 page | PDF
12/22/2020
Business Savings Accounts
Testimonials – Compendium
2 page | PDF
12/22/2020
Testimonials – Compendium
Testimonials – Cornelius Place
2 page | PDF
12/22/2020
Testimonials – Cornelius Place
Testimonials – Watson’s
2 page | PDF
12/22/2020
Testimonials – Watson’s
Avoid Business Email Compromise Scams
2 page | PDF
12/22/2020
Avoid Business Email Compromise Scams
Business Banking Overview
2 page | PDF
12/22/2020
Business Banking Overview
Scams and Your Small Business
2 page | PDF
12/22/2020
Scams and Your Small Business
Solutions Super Flyer – Elavon
2 page | PDF
12/22/2020
Solutions Super Flyer – Elavon
Testimonials – Transpo Group
2 page | PDF
11/25/2020
Testimonials – Transpo Group
Safeguarding the Payment Experience – Elavon
2 page | PDF
11/25/2020
Safeguarding the Payment Experience – Elavon
Testimonials – PHFS
2 page | PDF
11/25/2020
Testimonials – PHFS
SBA Loans Overview
2 page | PDF
11/25/2020
SBA Loans Overview
Payments Planning Guide – Elavon
2 page | PDF
11/25/2020
Payments Planning Guide – Elavon
Payment Processing Solutions / Elavon Overview
2 page | PDF
11/25/2020
Payment Processing Solutions / Elavon Overview
Vertical Solutions – Elavon
2 page | PDF
11/25/2020
Vertical Solutions – Elavon
- Home
- New Prospects
- Relationship Building
- New Clients
- Products & Services
- Wealth Strategies
- Wealth Strategies Pre-Meeting Checklist
Select Profile Picture
Select Logo
