{{ stats.openSuggestions }} matches ready to introduce
{{ bankerName }}
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Dashboard
Client Directory
Find Matches
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Introductions
Your impact
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local business connections facilitated
Nashville — Commercial Banking · Member FDIC
Relationship banking, compounded
You've put {{ counters.connectedBusinesses }} of your clients into business with each other.
{{ stats.openSuggestions }} more matches are sitting in your book right now. One click sends a co-branded warm intro — no financial data, no core system access.
Connections by month
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Client profiles
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Suggested matches
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Awaiting opt-in
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Opt-in rate
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Recent activity
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No introductions yet. Head to Find Matches to spot your first connection.
Top opportunities
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Every match in your book has been introduced. Nice work.
Client Directory
Networking profiles for your commercial clients.
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{{ c.name }}
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Offers
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Needs
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{{ c.matchCountLabel }}EditDelete
No clients match your filters.
Find Matches
Pinnacle-suggested connections across your book of business.
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⇄
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{{ s.bIndustry }}
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✓ Already introduced
No matches found for these filters.
Introductions
Every warm intro, from first click to confirmed connection.
Businesses
Matched on
Status
Sent
{{ i.aName }} ⇄ {{ i.bName }}
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Open page →
No introductions yet. Visit Find Matches to send your first one.
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×
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Delete client profile?
This permanently removes {{ deleteClientName }} from your directory, along with any related matches and introductions.
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Close preview
“Your Pinnacle banker thinks you two should meet.”
Introduced by {{ bankerName }}, {{ bankerTitle }}
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{{ previewA.name }}
{{ previewA.industry }}
{{ previewA.summary }}
What they offer
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✓ Opted in to connect
⇄
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{{ previewB.name }}
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{{ previewB.summary }}
What they offer
{{ t }}
✓ Opted in to connect
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You're connected
Pinnacle has emailed each business the other's contact information.
{{ previewA.name }}
{{ previewA.contactName }}
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{{ previewA.contactPhone }}
{{ previewB.name }}
{{ previewB.contactName }}
{{ previewB.contactEmail }}
{{ previewB.contactPhone }}
Demo: click either button to simulate that business opting in.
This private page was created by Pinnacle Financial Partners for these two businesses only. No account or financial information is shared. Pinnacle Bank, Member FDIC. Equal Housing Lender.