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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 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 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 an AI Vendor

You know you want to invest in artificial intelligence (AI) and machine learning to take full advantage of the wealth of available data at your fingertips. But rapid change, vendor churn, hype and jargon make it increasingly difficult to choose an AI vendor.

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Member business lending: How to leverage MBL for credit union growth

Abrigo

Learn more in this webinar, "Credit unions: Monitoring, managing, and reporting risk" WATCH Keep me informed Blog Credit Risk Management Credit Risk Regulation Lending & Credit Risk Member Business Lending Risk Ratings Stress Testing Member business lending: How to leverage MBL for credit union growth Learn More Blog Abrigo Data Center Credit Risk (..)

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How to deal with rising competition and risk in commercial payments

Accenture

We found that… The post How to deal with rising competition and risk in commercial payments appeared first on Accenture Banking Blog.

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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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Trusted AI 102: A Guide to Building Fair and Unbiased AI Systems

Download this guide to find out: How to build an end-to-end process of identifying, investigating, and mitigating bias in AI. How to choose the appropriate fairness and bias metrics to prioritize for your machine learning models. How to successfully navigate the bias versus accuracy trade-off for final model selection and much more.

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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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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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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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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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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.