Pete's List

“I’ve never had a bank that listens like this.”

— Advisory Group Member

“It’s clear that our ideas are fed directly into your products.”

— Advisory Group Member

“We’ve learned far more than we’ve shared.”

— Advisory Group Sponsor

“When we see our ideas turned into action at the bank, we’re motivated to bring more ideas.”

— Advisory Group Member

“We thought ‘functionality first’ but our council said ‘usability first.’ We followed their lead.”

— Advisory Group Sponsor

“Our CEO keeps asking me, “Did you run this by the advisory council?”

— Advisory Group Sponsor

“We can help you build better products.”

— Advisory Group Member

“Our CEO keeps asking me, 'Did you run this by the advisory council?'"

— Advisory Group Sponsor

“The board members are by far our best references.”

— Advisory Group Sponsor

“I feel very heard. I am engaged and willing to help create change.”

— Advisory Group Member

“These meetings are my visit to the armory – I pick up bullets to use.”

— Advisory Group Sponsor

“Our product roadmap has truly been influenced by our board.”

— Advisory Group Sponsor

“The advisory council confirmed for me that I’ve chosen the right bank.”

— Advisory Group Member

“For me it’s been self-serving. There’s a lot we didn’t know. We’ve grown 300-400%. The challenges we faced wouldn’t have been solved as smoothly. The board has given us ideas that have saved us thousands of dollars.”

— Advisory Group Member

“We want genuine customer advice before we make decisions, not after.”

— Advisory Group Sponsor

Hartsema Group Fact

Our Team represents more than 150 years of treasury operations experience.

The History Of Pete's List

Although he’s never been to an advisory group meeting, Pete is an all-star member of each of our advisory groups and Pete’s List is a staple on every meeting agenda.

Pete’s List represents the feedback on the issues that cause sand in the gears. Because the little things are the big things, we want our advisory groups to feel comfortable sharing the tactical, time-consuming, hard (when they should be easy) types of issues.

Pete represents the people that use the products every day, often all day every day. Pete knows what works and what doesn’t. What’s easy and what’s hard. Pete’s the one who gets called when something doesn’t work.

Most of our advisory group discussions are forward-looking and strategic, but without a place for the little things that need attention, the picture isn’t complete.

We encourage each of our advisory group members to bring Pete’s List to every meeting and put it on the table, and we encourage our advisory group sponsors to welcome the tactical, fussy feedback just as they welcome the strategic ideas.

We call it Pete’s List because it started out truly as Pete’s List. In 2014, an advisory group member brought Pete’s List to the meeting – our advisor was the CFO of a middle market manufacturing company, and Pete was the Controller. The items on Pete’s List were honest and valuable feedback and became an important part of the bank sponsor’s action plans.

Pete made Comerica Bank better that day. The Comerica team has welcomed Pete’s List to every meeting, and we’re grateful to Pete, his boss Kirk, and the Comerica team for giving us a true best practice. We’ve had Pete’s List on our agendas ever since.

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Pete's List

Hartsema Group Fact

The History Of Pete's List