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Join Me at CBA Live for Fraud Prevention and Customer Experience

FICO

I’ll be participating in an excellent panel, “ Balancing Fraud Prevention & the Customer Experience ,” at the first virtual edition of CBA LIVE , the must-attend annual event for the retail banking industry. Having become a pro at Zoom meetings during the pandemic, I’m excited to up my game a notch this Wednesday, September 30.

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5 ways to shake up your lending strategy

Independent Banker

Particularly for small businesses, community banks should make sure they use up-to-date tools to assess risk, such as relying more heavily on the owner’s personal credit, says Joel Pruis, who leads the commercial and small business lending practice at Cornerstone Advisors in Scottsdale, Ariz. Focus on the client experience.

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Empowering Your Financial Advisors With Salesforce

Perficient

She had a list of eligible prospects from community events she had recently attended, as well as current clients in mind that would benefit from tax-aware asset location. All of this contributes to higher ROI and elevated customer experiences, which work in tandem to boost brand reputation and loyalty.

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Financial Covenants All Commercial Lenders Must Understand

South State Correspondent

If you look to improve the commercial lending customer experience, after the delivery of the term sheet, loan approval and explanation of documentation, walking borrower’s through financial covenants is another material event that impacts a borrower’s view and emotion around a bank’s brand.

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Bank Innovation unveils Build as virtual event 

BankInovation

Bank Innovation is proud to announce the Bank Innovation Build 2020 Virtual Experience, designed to provide industry professionals the insights, strategies and best practices to propel their innovation teams to success. This premier industry event will feature virtual booths, […]. 9 and 10 online.

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Thoma Bravo acquires MeridianLink/CRIF Lending. So what?

Gonzobanker

We all figured it would happen sooner or later, and now it has – by Thoma Bravo , which, as part of the deal, merged MeridianLink with CRIF Lending Solutions’ ACTion, Synergy and Achieve divisions. That dispute (speculatively) set off a chain of events that ultimately led to the Thoma Bravo announcement last week.

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10 Top Banking Podcasts You Should be Listening to

Abrigo

Podcasts for Bank & Credit Union Execs & Staff Are Plentiful; Here Are 10 Good Ones These banking podcasts discuss current events, strategic and policy issues, competition, digitalization advice, and more. Lending & Credit Risk. And all release a new episode at least monthly. NextGen Banker 10. Simply Stated. Whitepaper.

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