About Small Business Resources (SBR)
Since 1998, SBR has been providing innovative small business marketing solutions for Financial Institutions. SBR’s services range from small business customer acquisition, cross-sell, onboarding, and engagement through innovative content.
SBR’s small business programs allow our Financial Institution partners to acquire small business deposits, treasury management, lending services and other important banking services. Our solutions combine traditional media along with digital services, enabling your Financial Institution multi-channel access to small businesses.
SBR creates digital and direct marketing campaigns to ensure your Financial Institution’s goals are met on time and on budget. We maximize every touch point available to acquire new customers, increase current customer interaction, and measure your return on investment.
SBR’s content and interactive solutions give Financial Institutions the tools they need to engage both existing and prospective small business customers. If your Financial Institution isn’t interacting with your small business customers, another Financial Institution will.
Financial Institutions that partner with SBR report:
- Investments in SBR’s small business acquisition are financially effective compared to other marketing agencies whose fees are much higher.
- Campaigns are implemented quicker, more efficiently and effectively compared to longer deadlines from their previous marketing agencies.
- They remain partners with SBR over the years because of our expertise, quality databases and content, and wealth of experienced team members which helps produce a strong marketing strategy and consistently exceed sales forecasts.
Bob Boorin, CEO and Founder
Bob started SBR in 1998, with the goal of helping leading corporations expand their presence in the SMB marketplace. Prior to starting SBR, he was a Senior Executive at MCI and then Frontier Communication. Bob is married and has two children. He likes to fish, play tennis, and golf.
Mike Baly, EVP of Business Development
Mike Baly joined SBR as Executive Vice President in 1999. Mike oversees business development and marketing. Prior to joining SBR, he ran his own consulting business, and was President and CEO of the American Gas Association. Mike works in Washington, D.C. where he supports arts organizations, is active in his church, and plays golf in his free time. Mike is married and has two grown children.
Joe Taylor, SVP Marketing
Joe joined SBR in 1999. Joe oversees SBR’s marketing programs supporting sales and product initiatives. Prior to joining SBR he spent over 20 years in sales, marketing and consulting within the telecommunications industry. Joe honorably served in the US Army and is a combat veteran. In his spare time, he is an avid deep-sea fisherman and golfer.
Anita Mettille, Content Sales
Anita is a senior sales professional with almost 20 years’ experience working with financial institutions. With a background in complex technology solutions and marketing, along with sales leadership roles, Anita is an experienced collaborator with a keen sense of project management geared toward sales results. Anita spends her spare time in Chicago helping homeless dogs and cats find their fur-ever homes.
Kathleen Phelan, Director of Operations
Kathleen is responsible for keeping the daily operations running smoothly. She handles all the finances (accounting and billing), as well as Human Resources. Kathleen previously worked for MCI Telecommunications as a Branch Analyst for 14 years. Kathleen has two daughters and is also a proud grandmother. She likes to spend as much time as possible with her beautiful granddaughter.
Heather Morris, Director Sales Operations
Heather joined SBR in 2014. Heather has over 25 years’ experience in marketing and project management support roles.
She is a active reservist in the United States Navy and enjoys traveling, volunteering at the local animal shelter, and participating in activities at the VFW.
Schedule an appointment with us today to learn more about the small business marketplace within your branch network and how SBR can assist your Financial Institution in growing small business market share.
OUR COMPANY
Small Business Resources
10 SE Central Pkwy, Suite 240
Stuart, FL 34994
Tel: 772-678-6421 |