English to Portuguese Bus/Financial Finance (general)

Who is our competition for this business?
Is their current bank delivering a **Thought Partner** relationship or viewed as a Thought Partner to the company?

Clearly Maria had gathered a tremendous amount of knowledge about the company in a short period of time and through her demonstrated credibility had moved quickly from credible to trusted.
Based on her summary and the insights he saw she gained from her calls, he asked Maria to share what she thought were the key next steps in positioning the Bank as a **Thought Partner** to Company X.
He wanted to know her engagement plan - each specific action she would take with the CFO and CEO/Owner, as well as her timeline.