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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 prepare for FedNow: 5 Steps for your financial institution

Abrigo

Takeaway 2 It's important to review resources on how to prepare for FedNow and also look internally to create a plan for your unique financial institution. Takeaway 1 Implementing the FedNow Service can help reduce interbank obligations, expand market reach, and enhance customer experiences.

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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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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. Automation generally supercharges any process and brings its value to the forefront. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation.

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How to Practice Loan Pricing Discipline

South State Correspondent

To optimize loan portfolio profitability, community banks must recognize how to migrate through the credit spectrum (see an example of the concept in the graph below). In our future articles, we will discuss some of those relationship parameters and how they affect bank performance.

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How to reduce risk and save cash with Pull-ACH

Payments Dive

Finance leaders are in a unique position to reduce costs and increase revenue by evolving payment processes.

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Thinking About How To Lessen Your Burden During Month-End Close? Skystem Can Help!

Wondering where to start and how to look for the software best for your team? Implementing automation into your month-end process can significantly reduce this headache by automating up to 40% of your reconciliation and saving nearly 30% of your time spent. Read SkyStem's essential guide to purchasing month-end close solution software here!

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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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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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New York Lien Law Essentials: 5 Key Facts for Commercial Lenders

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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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.