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South State Correspondent
OCTOBER 30, 2024
That got us thinking about how we can improve communication with our commercial customers. In this article, we look at the data to highlight how to use “strategic product communication” to increase customer retention and usage. Communication. 43% of the respondents left because of the lack of communication.
Perficient
JANUARY 3, 2021
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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South State Correspondent
APRIL 9, 2025
We discuss this potential journey of how to adjust your website for AI agents. The post How to Build a Bank Website For AI Agents appeared first on SouthState Correspondent Division. Why Build a Bank Website for AI Agents? Its not about replacing websitesits about adding a new lane on the digital highway, just for machines.
South State Correspondent
OCTOBER 16, 2024
For that matter, when fees do get cut, banks will have to start contemplating how to move off the debit card network rails to establish their own networks, possibly utilizing FedNow as a common payment rail. The post How to Increase Debit Card Profitability appeared first on SouthState Correspondent Division.
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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.
Abrigo
NOVEMBER 14, 2024
Read More The post How to avoid costly BSA enforcement actions: Proactive steps for bank compliance appeared first on Abrigo.
Abrigo
MARCH 11, 2025
How to prevent internal fraud at your bank or credit union Of the many fraud risks banks and credit unions face, one of the most costly comes from within the institution itself. Learn how to prevent internal fraud in banks and credit unions. Find out how Abrigo Fraud Detection stops check fraud in its tracks.
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Discover the key benefits of portfolio loans and learn how to streamline your lending process with our infographic, "5 Things Lenders Need to Know About Portfolio Loans & Their Documentation."
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From documentation requirements to the implications of non-compliance, learn how to safeguard your lending position and prioritize legal adherence. Plus, discover how GoDocs' automated solutions can ensure compliance, efficiency, and peace of mind for lenders venturing into New York's lucrative real estate landscape.
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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.
Advertiser: ZoomInfo
After reading, you’ll gain insight into the following components: How to develop a framework for analyzing a vendor’s contact and account data. Many organizations fail to properly evaluate vendors during the selection process. Download ZoomInfo’s data-driven eBook for guidance on effectively assessing the vendor marketplace.
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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. We’ll show you how to create a unified system with your sales team to help them land more qualified opportunities and connect with prospects like never before.
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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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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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