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The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849
FM Global is a Rhode Island-based insurance company that specializes in property insurance, risk consulting and loss prevention for businesses.
GEICO is a Maryland-based financial institution that provides personal and commercial insurance products for individuals and businesses.
Cloud Giants provides consulting services to midsize B2B organizations in the Salesforce ecosystem looking to accelerate revenue operations. Through a unique blend of Salesforce expertise, technical proficiency and business acumen, we drive results and influence meaningful KPIs aligned to your business objectives. Cloud Giants specializes in: Increasing the velocity of revenue operations Reducing friction in the selling process Providing process transparency to all teams involved in the revenue lifecycle Simplifying and automating business processes Enhancing and streamlining the buyer experience Minimizing technical debt and delivering quicker time to value Our expertise includes Revenue Cloud/CPQ, Sales Cloud, and Experience Cloud solutions.
Assured Legacy is a health and life insurance agency that is partnered with multiple Insurance Companies to help clients find plans and policies that best fit their needs. Our Licensed Insurance Benefits Advisors guide clients through the process of assessing and understanding which benefit plans best align with their future needs and financial goals. Please visit assuredlegacy.net to learn more and schedule a no-obligation - complimentary consultation with a Licensed Insurance Benefits Advisor.