Jim Floyd with Fulton Bank knows that partnerships are essential, especially in business. Organizations can pool their resources and knowledge to achieve their goals by working together. A partnership can also help spread support when starting a new business, making the venture more likely to succeed. 

Of course, choosing the right partner is essential to forming a successful partnership. Jim has been very happy with the Fulton Bank/FINSYNC partnership. He has been a great resource to small businesses and proficient in asking the right questions to determine if they would be a good fit for FINSYNC. Read more about his process below. 

What do you enjoy the most about your job?

I would definitely say working with the audience base that we do, especially with so many small business owners. I like that we work with them from the infancy stages and watch them grow. I have always enjoyed working with the little guys, and then after a year or two, hopefully, they aren’t little anymore. 

There are a lot of things to do out there; if you have a passion for something, you can more than likely make it into a business if you put everything into it. Some companies today weren’t even available when I was a kid. 

What is your favorite part of being on the Fulton Bank team?

I have been with Fulton for seven years. Through college and being out and about, I like that it is a small enough bank where you don’t feel like just a number. There is always a path to the next step. But we are not a small bank, so we still get a foothold and are a fairly recognizable brand.

How do you locate business owners that may be a good match for FINSYNC?

Quite honestly, it is so basic in nature. FINSYNC has been a big help because we have never had a payroll service. We have always had direct deposit facilitation. But everything else, the whole nine yards, the accounting, bookkeeping, taxes, and insurance, we have never been able to offer that in a full suite. So when I am talking to a business owner, I ask them how their payroll looks today. Are they still cutting paper checks? Are they paying for a big company to handle their payroll? 

What is your approach like?

I tell them that we partner with a payroll company, and it is co-branded, so there is still a Fulton Bank touch. Then I mention this partner also specializes in the cash flow space. 

I ask them if they want to schedule a demo and try something new. It doesn’t cost anything, and you guys take it from there. 

Do you think your customers struggle with other software solutions?

Yes, some people like the interface other software has but don’t like the à la carte charges. Also, other customer service teams are not there to assist. 

So the service with the FINSYNC partnership is parallel with Fulton Bank’s customer service. 

What do you like best about FINSYNC?

Internally, it is a process in which I know I can scratch the surface and get someone’s interest, and then FINSYNC will take care of them from there. I like that the partnership process is easy and smooth. You do an excellent job of keeping us in the loop and taking care of the customer. 

Jim is a shining example of what can happen when individuals work together. Companies, when correctly aligned, can create a win-win situation that benefits everyone involved. 

 

Want to hear more success stories or learn more small business tips and tricks? Visit the FINSYNC blog to keep your clients and customers informed.