Wintrust's small- and mid-size business groups required a way to educate their clients on fraud schemes that they may be susceptible to, the steps they may need to take to rectify their exposure, and the products that Wintrust's business groups provide to help prevent fraud from occurring in the first place.
Wintrust's Marketing Content Team spoke with leaders of these various business groups, and developed this playbook to help market to these individuals. This playbook was provided by the business groups to their clients, as well as being hosted behind a sign-up form on Wintrust's website, which allowed for the business groups to gather prospect information of potential clients as well.
