Resources

Sales Effectiveness: The B2B Sales Leader's Guide

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

The ABM Benchmark Survey

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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.

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!

Marketing-Led COVID-19 Growth Strategies: 2022 and Beyond

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More than two years into the pandemic, COVID-19 is far from over. Businesses are tasked with beating pre-pandemic numbers, making marketing more essential than ever before. This is your chance to create unprecedented brand awareness, bring in the best leads sales has ever seen, and play an instrumental role in generating new and existing business revenue.

7 Ways to Supercharge Your ABM Strategy with Real-Time Intent

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Learn how capturing buyers’ search behavior in real time can shorten your sales cycle.

Digitizing Logistics: Harness the Power of Data in 4 Steps

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Entering a new demand gen position in a volatile market is nerve-wracking. All eyes are on you to make an impact — fast. That’s where your data comes in. In demand generation, data is essential for knowing who you should target and how. In this eBook, you’ll learn how to identify and target your ideal prospects — when they’re most receptive to hearing your message — using different types of data.

What Lenders Need To Know: Increase of Standardized Loan Rejections

As the CRE market continues to tighten, the rejection of substandard loan documentation is on the rise. As lenders work to accelerate loan documentation to meet demand, they are often dealing with substandard automated loan documentation, which runs the risk of having loan documents challenged. In today’s market, lenders are cautious and should remain cautious when looking at loan docs.

Quick Guide to Digital Lending for Regional & Community Banks

How are some regional banks outperforming their bigger rivals? The answer may lie in their early adoption of digital lending as a core service. Digital lending technologies are helping banks make the transition faster so they can compete more effectively. It’s an opportunity that other small and regional banks can learn from, and this guide is the playbook for how to do it.

The Lender's Guide to Automating Complex Loans

This comprehensive guide provides commercial lenders with key insights into automating small-balance, mid-market, and large-cap loan documentation with advanced technology. It will unpack the intricacies inherent in complex loans and examine how an automated system such as GoDocs — the only solution that automates loan packages for loans of this type— provides impressive benefits and ROI to any lending institution.

Powering Personalization Through Customer Data

Simply having customer information can no longer be enough. You need data that can provide a deep dive into your customer base in order to create personalized marketing that hits home. When you choose the right CDP to fit your organization’s needs, you give yourself the power to take full advantage of your customer data. Marketing today includes increasing layers of complexity, and competition for consumer attention can also be fierce.

The Threat That Could End Community Banking & What To Do About It

Small and midsized banks are at tremendous risk. Community banks are at risk of losing their core business to the companies innovating in the paytech and lendtech spaces. Small business lending is ground zero for this imminent disaster. On the surface, things are going well for community and regional banks and credit unions. Though only in charge of a small percentage of total assets, they’re disproportionately dominating small business lending.

5 Reasons Banks Need a Digital SBA Lending Program Now

Small Business Administration (SBA) loans are more important than ever for banks in the wake of the COVID-19 pandemic and the Paycheck Protection Program (PPP). A digital-first strategy for SBA loans is required to capitalize on the permanent impact to business banking. Read this eBook to understand how to build the business case for your bank to do digital SBA lending now.

The New 7 Facts on Housing Interest Rates and What Banks Can Do About It

For banking and housing experts, it’s no secret that the demand for affordable housing hasn’t slowed down. At the same time, the federal government is taking steps to curb inflation by raising interest rates. It's becoming harder to make informed decisions about where rates might go. However, that begs the question: how does this affect the CRE multifamily sector?

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. The ability to efficiently and accurately process these loans is the key to surviving and dominating a competitive market.