Resources

The Ultimate Guide to Sales Outreach

ZoomInfo

Sales outreach is an art and a science. The art is what you bring to the table—your flair for conversation, your work ethic, your dedication. We bring the science—proven tactics, strategies, and methods that really work. In this eBook, we’ll cover: How you should respond to inbound leads Tactics for engaging outbound leads (cold calls, email automation, and gifts) The key to keeping a prospective account alive for the long haul Buckle up!

Resilient Machine Learning with MLOps

Data Robot

Today’s economy is under pressure from inflation, rising interest rates, and disruptions in the global supply chain. As a result, many organizations are seeking new ways to overcome challenges — to be agile and rapidly respond to constant change. We do not know what the future holds. But we can take the right actions to prevent failure and ensure that AI systems perform to predictably high standards, meet business needs, unlock additional resources for financial sustainability, and reflect the r

Digital Transformation's Impact on Account Opening for Banks

Digital transformation is a key component in improving the customer experience in an ever-changing landscape. Digital transformation in account opening is the integration of streamlined processes to enhance the customer journey. This is a great way for banks to stay competitive, as they can offer an improved experience that leads to higher customer satisfaction.

How Generative AI Will Impact Business Lending

Generative AI (Artificial Intelligence) is poised to revolutionize the world of business lending. By understanding the impact and possibilities of Generative AI in business lending, banks can stay ahead of the curve and make informed decisions. Generative AI has the potential to revolutionize how lenders make credit decisions, automate loan processes, and provide personalized customer experiences.

Next-Gen Loan Document Automation in Private Lending

As banks pull back, private lenders charge forward. In today's dynamic financial landscape, private lenders are facing a once-in-a-generation opportunity and they are embracing the transition from first-gen to next-gen workflows. Time is crucial, and leading private lenders are taking the necessary steps to secure their market share before it's too late.

Quick Start Guide to a Crystal Clear Close

Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

The Executive Guide to Generative AI

Data Robot

Generative AI is taking the world by storm, but the questions that all CEOs, data leaders, and AI leaders are being asked are: What are we going to do about it, and what is our plan? The business and creative possibilities are practically limitless with generative AI. From productivity gains to finding new routes to revenue generation, generative AI is going to radically transform how we work.

10 Keys to AI Success in 2023

Data Robot

An organization’s path to AI success can be full of obstacles, from a proper assessment of its own AI maturity, to a better alignment between business and technical teams, many factors can influence the outcomes. All of this is tightly intertwined with a myriad of complicated technical decisions that can make or break any long-term AI strategy. While AI progress is hard, companies don’t have to get stuck in an endless loop of inertia on their path to value-driven AI.

The Forrester Wave™: AI/ML Platforms: Vendor Strategy, Market Presence, and Capabilities Overview

Data Robot

As enterprises evolve their AI from pilot programs to an integral part of their tech strategy, the scope of AI expands from core data science teams to business, software development, enterprise architecture, and IT ops teams. Enterprises need a platform that can make broader AI teams more productive, implementing more complex use cases and harnessing the fast pace of new AI technologies.

A Modern Approach to C&I Lending: 8 Facts Lenders Need to Know

What to expect? The commercial and industrial (C&I) lending sector has been undergoing a transformation in recent years thanks to technological advancements and changes in customer expectations. The traditional way of lending, where commercial lenders relied on manual attorney processes and legacy software solutions, is slowly becoming obsolete.

You Put in a Full Work Week. Shouldn’t Your Collections Software Do the Same?

Discover a modern, cloud-based collection system that never takes a rest day. MeridianLink® Collect is an intuitive platform with advanced customization options developed to simplify the collections process. Here are four ways MeridianLink Collect can support your team: Omnichannel communications Compliance rules & checklists Workflows & queues One interface with supporting integrations And that’s just the start.

The ABM Benchmark Survey

ZoomInfo

ABM gets better with age — but unfortunately, marketers don't have the luxury of pouring it into an oak barrel for a couple decades to let it mature. In a recent survey with Demand Gen Report, we found 59% of experienced practitioners (those with ABM programs more than a year old) indicated their ABM programs are meeting or greatly exceeding their expectations, while only 45% of novices (those with ABM programs less than one year old) could say the same.

Sales Effectiveness: The B2B Sales Leaders Guide

ZoomInfo

This guide is designed to help today’s B2B sales leaders ramp up their effectiveness in any economic environment.

How to Attract Multiple Generations to Open New Accounts and Apply for Loans

The experiences of every generation are characterized by their behaviors involving finances. Understanding these attitudes and using them to inform marketing messages enables community banks, regional banks and credit unions to better serve their customers. This entertaining and informative eBook will help your financial institution uncover the best practices when it comes to appealing to mass audiences.

Shifting Focus in Today’s Market: A Commercial Lender’s Guide

What to expect? Despite some turbulence in the second half of 2022, CRE performed relatively well. Apartments were fully occupied, warehouses showed growth, and retail sites continued to recover after 2020. Even with these positive metrics, CRE lenders face an increasingly tough market as we're heading into the final phase of Q1 2023. With today's market as it is, where should commercial lenders shift their focus?

Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

How to Evaluate Business Lending Software for Your Bank

What should you look for in a Business Lending Platform? This eBook explains the features of a Business Lending Platform that community banks should make their top priorities when evaluating any business lending software. Learn the seven must-have features that you can press vendors to showcase, and discover the secrets to accelerate your time to market while maintaining compliance controls and risk management standards.

Trust the Software! Doc Gen Automation

Truth vs. Reality. Uncover why your CRE attorneys trust the software. Learn what your attorney’s objections are about going digital for document generation and why they do, can, and should trust the software. Get the eGuide Today!