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How to use Microsoft Teams Breakout Rooms (Part 1 of 2)

Perficient

In today’s blog, we’ll discuss what a breakout room is used for, how to create one, how to assign people to a specific breakout room, and how to start/open and close your Breakout Rooms. Now that we know what Breakout Rooms are and what they can be used for, let’s talk about how to get a Breakout Room created!

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How to Practice Loan Pricing Discipline

South State Correspondent

To optimize loan portfolio profitability, community banks must recognize how to migrate through the credit spectrum (see an example of the concept in the graph below). In our future articles, we will discuss some of those relationship parameters and how they affect bank performance.

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How to manage risk for a successful implementation

Accenture

The post How to manage risk for a successful implementation appeared first on Accenture Banking Blog. The technology behind lending systems has advanced significantly in recent years, and commercial banks are keen to take advantage of those advances and improve their processes to unlock the value that modern systems can provide.

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How to use Microsoft Teams Breakout Rooms (Part 2 of 2)

Perficient

Last time, we discussed what breakout rooms were, how they are created, how to assign users, and how to open/close a breakout room. How do I tweak the Breakout Room settings? Since you already know how to create and start a breakout room, let’s take a look at the settings you have at your disposal.

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How to Choose the Best Automated Documentation System for Commercial Loans

Not all automated loan doc prep solutions are created equal. Learn what you should know so that you can make the best choice for your business. The commercial lending space is booming as more developers take on projects, especially with the booming need for housing. For lenders, this means an influx of loan applications and paperwork.

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How to Set Your Strategic Planning Time Horizon

South State Correspondent

The process is everything, so figuring out how you are going to decide on strategy, customers, deposits, etc. Since you already have capital, banks need to rethink how to extend their strategic planning time horizon to match their capital. is step one. Once you have a process, then strategy should come next.

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How To Let Borrowers Choose the Wrong Loan Structure

South State Correspondent

The post How To Let Borrowers Choose the Wrong Loan Structure appeared first on SouthState Correspondent Division.

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How to Overcome the Pain Points of Your CRM

It’s no secret, only 13% of salespeople are satisfied with their CRM. The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey.

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How to Stay Competitive in the Evolving State of Martech

To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and promote omnichannel marketing.

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How to Overcome the Pain Points of Your CRM

Leveraging research and commentary from industry analysts, this eBook explores how your sales team can get back valuable time by overcoming some pain points with your CRM, such as low adoption rates, integrations, and data quality.

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The 5 Stages of Account-Based Marketing — and How to Win Them All

In this eBook, we’ll walk you through how to leverage strong data and go-to-market tools to unlock the five stages of ABM: define, identify, engage, convert, and connect. Running an ABM program on data you don’t trust means wasted time, resources, and lost revenue. ZoomInfo’s MarketingOS changes all that.

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Pressure Points: How to Ensure Your B2B Pipeline Passes Inspection

This eBook highlights best practices for developing a pipeline management process that helps sales leaders and their team C.L.O.S.E you’ll see what we mean in this eBook) more revenue through data-driven prospecting, stage analysis, and subsequent sales enablement.

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A Comprehensive Guide to Construction Loan Issues for the Commercial Loan Market

It is important to enter the loan and construction process with a clear understanding of how it works, the challenges that will arise, and how to avoid potential pitfalls. After the recession of 2020, more people are turning to commercial lenders to fund new construction or renovations.

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Top 10 Benefits of Automating Loan Modifications for Commercial Lenders

Learn how to generate compliant closing documents in minutes, streamline operations, and reduce risks. But with ModDocs®, you can enjoy an innovative solution that eliminates attorney fees, allows on-the-fly loan modifications, and ensures compliance.

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Unique Challenges in the C&I Market Bridging the Gap from Attorneys to Tech

Speaker: Ren Hayhurst, Sr. Counsel and Executive Director

Learn how to bridge the gap between technology and attorneys to enhance operational efficiency. From regulatory compliance to the complexities of supply chains, gain valuable insights. Discover the intricacies of serving specialty and niche businesses and adapt to the ever-widening landscape of borrowers.