Community Bank System, Inc.

Challenge:

Community Bank System, Inc. aimed to broaden its investor base and reinforce investor relationships in line with its evolved strategic focus.

Solution:

Lambert engaged with Community Bank System’s executive team to craft a targeted investor outreach program, aligning with the bank’s growth strategy and risk profile.

Results:

• Investor Outreach Plan & Toolkit: Established a comprehensive outreach schedule and cultivated effective buyside and sellside relationship management.
• Elevated Engagement: Recorded substantial growth in active investor engagement, reflecting the efficacy of the outreach.
• Cohesive Outreach: Achieved consistent communication with potential investors, endorsing the bank’s strategic direction.
• Strengthened Investor Relations: The strategic outreach initiatives enhanced investor relations and trust in the bank’s financial narrative.

Impact:

Community Bank System, Inc. fortified its position with a broadened and engaged investor base, signaling a successful pivot towards a strategic and transparent communication of its growth and financial prospects.