Citizens Business Bank Integrates First Research into Sales Process


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Premier relationship bank uses Industry Intelligence to increase customer knowledge and save time

RALEIGH, NC – January 23, 2007 – First Research Inc., the leading provider of Industry Intelligence, announced today that Citizens Business Bank has incorporated First Research into its sales process to empower its associates with industry knowledge to more successfully engage customers and prospects. Citizens Business Bank is the premier relationship bank for businesses and professionals in the Inland Empire, Los Angeles County, Orange County, and the Central Valley areas of California with business financial centers serving seven counties. The bank provides a full suite of services for both businesses and individuals in addition to financial advisory services. Citizens Business Bank associates will access First Research directly through a link within its newly acquired CRM system.

“We are now leveraging First Research to educate our sales force about our customers’ and prospects’ industries, enabling us to create and maintain the lasting relationships that Citizens Business Bank is committed to building in this community,” said Jay Coleman, executive vice president, sales and service division. “First Research encapsulates the knowledge our associates need to better understand our customers, provide personal service, and effectively recommend the products and services that will lead to financial success.”

Recently, the bank has introduced new technologies to maximize the success of their sales process. By incorporating First Research, relationship mangers will quickly and easily gain access to the industry information needed to successfully engage customers and prospects to build long-term business relationships.

“By integrating First Research Industry Intelligence into its established call process, Citizens Business Bank is further empowering its relationship managers to meet and exceed their customers’ expectations for responsiveness, professionalism, and personalized service,” said Bobby Martin, president and co-founder of First Research.

Established more than 30 years ago with the purpose of providing the finest financial products and services with an exceptional dedication to service, Citizens Business Bank is committed to building customer relationships that are based on knowledge and trust. With a legacy of solid customer service and attention to detail, the bank has grown from a single office to the more than $6 billion success that it is today, with a vision to further grow to $8 billion by 2008 and $12 billion by 2012. The bank’s decision to use First Research Industry Intelligence is further evidence of its forward-thinking sales and customer retention strategies.

About First Research

First Research is the leading provider of Industry Intelligence Tools that help sales and marketing teams perform faster and smarter, open doors and close more deals. First Research performs the “heavy lifting” by analyzing hundreds of sources to create insightful and easy to digest Industry Intelligence that can be consumed very quickly to better understand a prospect’s or client’s business issues. Customers include leading companies in banking, accounting, insurance, technology, telecommunications, business process outsourcing and professional services such as Sprint, Bank of America, Merrill Lynch and ADP. Used by more than 60,000 sales professionals, First Research can benefit any organization which has prospects in multiple industries. First Research is headquartered in Raleigh, North Carolina. For more information, visit


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