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
Banking Business Q3 2023 (July)
28 page | PDF
07/04/2023
Banking Business Q2 2023 (Issue 9)
28 page | PDF
04/10/2023
Transitioning your banking relationship flyer
1 page | PDF
02/21/2023
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
5 Retirement Mistakes Small Business Owners Make – Wealth Strategies
8 page | PDF
08/12/2022
Banking Business Q3 2022 (Issue 6)
page | PDF
07/21/2022
Banking Business Q2 2022 (Issue 5)
24 page | PDF
04/10/2022
Professional Financing – Industrial Property Financing Overview
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
Banking Business Q4 2021 (Issue 3)
page | PDF
09/30/2021
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
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
Professional Financing – Dental Financing Overview
1 page | PDF
03/02/2021
Business Loans and Lines of Credit
2 page | PDF
12/22/2020
Business Savings Accounts
2 page | PDF
12/22/2020
Business Banking Overview
2 page | PDF
12/22/2020
