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First Business Financial Services (FBIZ) investor relations material
First Business Financial Services Sidoti's Year End Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Sidoti's Year End Virtual Investor Conference summary11 Dec, 2025
Business model and operations
Focuses on business banking and private wealth management, with $4 billion in assets and similar assets under management.
Operates in four main markets: Madison, Milwaukee, Appleton (WI), and Kansas City (KS), with national niche lending businesses.
Offers specialized C&I lending, including equipment finance, asset-based lending, accounts receivable financing, floor plan financing, and SBA lending.
Private wealth services include financial planning, asset management, and trust administration, with $3.8 billion in AUM.
Provides bank consulting and asset liability management services to other banks.
Employee and client engagement
Achieved 90% employee survey participation and 86% engagement, surpassing industry benchmarks.
Named a USA TODAY Top Workplace for five consecutive years.
Client satisfaction at 91% and a Net Promoter Score of 70, nearly three times the industry average.
High client retention and referrals drive growth.
Strategic planning and initiatives
Launched a new five-year strategic plan in 2024, involving about 25% of employees.
Eleven key strategies include culture, future-ready talent, deposits, operational excellence, and profitability.
Emphasizes intentional culture-building, employee development, and technology adoption, including AI training.
Uses robotic process automation to improve efficiency, with in-house software engineers.
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Next First Business Financial Services earnings date
Q4 202523 Jan, 2026
Next First Business Financial Services earnings date
Q4 202523 Jan, 2026
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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Frequently asked questions
First Business Financial Services Inc. is a bank holding company that provides a range of financial services primarily for businesses, executives, and high-net-worth individuals through its subsidiary, First Business Bank. The company’s services include business banking, commercial lending, treasury management, and specialty finance products such as asset-based lending and equipment financing. Additionally, First Business Financial Services offers private wealth management and trust services to help clients achieve long-term financial goals. First Business Financial Services Inc. is headquartered in Madison, Wisconsin, and its shares are listed on the NASDAQ.
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