Before & After: Customer service email

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To: “Carter, Andrew”
From: “C.D. Hernandez”
Sent: Monday, April 20, 2020 1:43 PST
Subject: Follow up

Dear Andrew:
Following up our conversation about your interest in asset-based loans, attached re several files on Fintron that highlight the basic points that we discussed. The files will help your committee make a decision and include: our investment services and an overview of other colleagues who might be involved in managing the account wit me; our standard fee schedule; and investment results.

All of the options herein can help fulfill your long-range strategic plans, as you shared with me in our phone call. Along with the investment results I’ve attached fact sheets on asset-based loans such as accounts receivable loans, inventory loans, and equipment-based loans. You’ll also find information on three other areas of interest to you: international bonds; fixed income management; our attractively structured, secured lines. These will help you and the committee reach a decision. As part of the Best Manufacturing team, we can support Best Manufacturing in any or all of the above areas and offer loans ranging between $1 million and $15 million, which insures we can meet any specific needs without issue. In addition, we also provide quick loan approval and attractively structured, secured lines. I look forward to meeting with you.

After you and your committee have had a chance to review the material, I will set up an appointment to meet in person at your location or mine. If you have any questions or need additional information until then, including fact sheets for our other services, please feel free to call me at the number below or e-mail me at this address.

Thank you for your inquiry and for your insights into the Annual Report of Best Manufacturing Company.

Sincerely,

C.D. Hernandez
Vice President
Fintron Financial Services, Inc.

To: “Carter, Andrew”
From: “C.D. Hernandez”
Sent: Monday, April 20, 2020 1:43 PST
Subject: Responsive banking to support your growth

Hello Andrew:

Thank you for inviting us to discuss your goals and for introducing us to that excellent restaurant. Best Manufacturing has an impressive market presence and track record—a good match for our asset based loans. We hope you will choose our Fintron team.

Efficient attention to needs
You mentioned you were disappointed that your current bank takes a significant amount of time to process your loan requests. With our Fast Track loan process, you will always get an answer or progress update within 48 hours.

Your interest in asset-based loans
With loans ranging between $1 and $15 million, we can meet your needs as you grow. Attached are the fact sheets you requested on accounts receivable, inventory, and equipment-based loans. You’ll also find information on other areas of you asked about:
1. Our attractively structured, secured lines
2. Fixed income management
3. International bonds

Serving you expertly and dependably
A. I have also attached some info that should help you make your decision:
B. An outline of our financial services and team members
C. A breakdown of our fees

Suggested next steps
Let’s meet again after you and your committee have reviewed our materials. If you have questions meanwhile, please let me know. Thank you again for giving Fintron this opportunity.

Warm regards,
C.D. Hernandez

Vice President
Fintron Financial Services, Inc.