Gonzobanker

JUNE 26, 2019

Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified. More importantly, the team designed how a new opportunity will convert from a frontline referral to a well-managed lead pipeline within the same platform. Sales & Referrals.

Idaho 129

Idaho Michigan System Lending 129

Gonzobanker

DECEMBER 5, 2018

The Gro addition would round out Q2’s origination capabilities following the acquisition of Cloud Lending Solutions a mere six weeks prior. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

Fraud 104

Fraud Austin Fintech Lending 104

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Real “Lending” Stock Award – Goes to longtime player LendingTree. We don’t know if bankers have noticed but LendingTree stock is up a whopping 350% in the past year, climbing to a frenzied market cap of $4.20 Payments chaos.

Conference 90

Conference Industry Community Bank Community 90