Commercial Outreach


Elavon Nonprofit Solutions Overview

2 page | PDF

08/25/2023

Elavon Converge for Nonprofits

2 page | PDF

08/25/2023

Welcome Brochure

2 page | PDF

08/15/2023

Strength of Heritage – August 2023

1 page | PDF

08/02/2023

5 Reasons to Accept Non-Cash Payments – Elavon

page | PDF

07/14/2023

Banking Business Q3 2023 (July)

28 page | PDF

07/04/2023

KBRA Heritage Financial Corporation Surveillance Report

1 page | PDF

05/31/2023

Boise Intro Flyer

1 page | PDF

05/17/2023

2022 Community Investment Report

24 page | PDF

04/24/2023

Banking Business Q2 2023 (Issue 9)

28 page | PDF

04/10/2023

Transitioning your banking relationship flyer

1 page | PDF

02/21/2023

Heritage Bank Switch Offer – 3 months

1 page | PDF

02/06/2023

Banking Business Q1 2023

1 page | PDF

01/12/2023

Heritage Business Express

1 page | PDF

12/22/2022

Nonprofit Banking Package flyer

1 page | PDF

12/08/2022

Wealth Strategies Detailed Strategy Overview

page | PDF

11/21/2022

Elavon overview-SMB

2 page | PDF

11/15/2022

Elavon Overview-Enterprise

2 page | PDF

11/15/2022

Wealth Strategies Services Overview

page | PDF

11/08/2022

Banking Business Q4 2022 (Issue 7)

28 page | PDF

10/04/2022

5 Retirement Mistakes Small Business Owners Make – Wealth Strategies

8 page | PDF

08/12/2022

Beneficial Ownership Requirements Overview flyer

1 page | PDF

08/05/2022

Banking Business Q3 2022 (Issue 6)

page | PDF

07/21/2022

Mobile Deposit flyer

1 page | PDF

06/07/2022

Setting Up Alerts in Heritage Direct flyer

1 page | PDF

06/07/2022

Heritage Direct Fraud Mitigation Tools flyer

1 page | PDF

06/07/2022

2021 Community Investment Report

page | PDF

04/14/2022

Banking Business Q2 2022 (Issue 5)

24 page | PDF

04/10/2022

Professional Financing – Multi-family Property Financing

page | PDF

04/04/2022

Professional Financing – Industrial Property Financing Overview

1 page | PDF

04/04/2022

SBA Loan Program – CUSTOMIZABLE

1 page | PDF

04/04/2022

Wealth Strategies Menu of Services

1 page | PDF

04/01/2022

Wealth Strategies Preliminary Client Checklist

1 page | PDF

04/01/2022

Wealth Strategies Pre-Meeting Checklist

1 page | PDF

03/08/2022

Professional Financing – Mini-Storage Facility Financing Overview

1 page | PDF

02/17/2022

Practice Transition help brochure

4 page | PDF

02/04/2022

Same Day ACH overview

1 page | PDF

02/04/2022

Banking Business Q1 2022 (Issue 4)

20 page | PDF

01/10/2022

Business Checking Accounts

1 page | PDF

01/03/2022

HBCDE Customer Presentation

page | PDF

11/17/2021

Banking Business Q4 2021 (Issue 3)

page | PDF

09/30/2021

LinkedIn Background Photos

page | PDF

09/03/2021

Professional Financing – Equipment Financing

1 page | PDF

07/21/2021

Business Services Proposal

page | PDF

07/15/2021

Business Services Introduction

page | PDF

07/15/2021

Implementation Kickoff Meeting

page | PDF

07/15/2021

Banking Business Q3 2021 (Issue 2)

1 page | PDF

07/01/2021

Small Business Flex Fund brochure

6 page | PDF

07/01/2021

HBCDE overview

2 page | PDF

06/23/2021

Heritage Direct – customizable

1 page | PDF

05/06/2021

2020 Community Investment Report

page | PDF

04/20/2021

Remote Deposit Capture

1 page | PDF

04/02/2021

Banking Business Q2 2021 (Issue 1)

0 page | PDF

03/29/2021

Important Contact Information

2 page | PDF

03/18/2021

Professional Financing – Veterinary Financing Overview

1 page | PDF

03/03/2021

Professional Financing – Nonprofit Financing Overview

1 page | PDF

03/02/2021

Professional Financing – Medical Financing Overview

1 page | PDF

03/02/2021

Professional Financing – Dental Financing Overview

1 page | PDF

03/02/2021

Construction timeline help brochure

4 page | PDF

03/01/2021

Steps to Protect Your Identity

1 page | PDF

02/12/2021

Treasury Management Services

2 page | PDF

02/11/2021

BIAU Business Focus Video (Longform Version)

3:21

12/22/2020

BIAU Nonprofit Focus Video (:60 Version)

1:00

12/22/2020

BIAU Nonprofit Focus Video (Longform Version)

3:13

12/22/2020

BIAU Business Focus Video (:60 Version)

1:00

12/22/2020

HSAs (Health Savings Accounts) for Employers

2 page | PDF

12/22/2020

Testimonials – Liberty Bank Building

2 page | PDF

12/22/2020

Testimonials – Light Dental Studios

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employees – Handout

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employees – Breakroom Poster

2 page | PDF

12/22/2020

Heritage Direct

2 page | PDF

12/22/2020

Business Loans and Lines of Credit

2 page | PDF

12/22/2020

Business Savings Accounts

2 page | PDF

12/22/2020

Testimonials – Compendium

2 page | PDF

12/22/2020

Testimonials – Cornelius Place

2 page | PDF

12/22/2020

Testimonials – Watson’s

2 page | PDF

12/22/2020

Business Banking Overview

2 page | PDF

12/22/2020

Solutions Super Flyer – Elavon

2 page | PDF

12/22/2020

Testimonials – Transpo Group

2 page | PDF

11/25/2020

Safeguarding the Payment Experience – Elavon

2 page | PDF

11/25/2020

Testimonials – PHFS

2 page | PDF

11/25/2020

SBA Loans Overview

2 page | PDF

11/25/2020

Payments Planning Guide – Elavon

2 page | PDF

11/25/2020

Payment Processing Solutions / Elavon Overview

2 page | PDF

11/25/2020

Vertical Solutions – Elavon

2 page | PDF

11/25/2020