There’s a lot of documentation involved with banking—especially commercial banking. And, document management is a big reason why over 15,000 bankers u ...
The Definitive List of Bankers’ Banks
Thanks to community banks, consumers in the U.S. have an almost unparalleled number of options when deciding who they’re going to trust with their mon ...
Tracking Customers & Their Related Entities
Everyone knows that Lloyd is one of the most well-connected people in the area. After all, it was Lloyd who founded your town’s first business incu ...
Customer Identification Program (CIP) Recordkeeping
“A bank’s CIP must include recordkeeping procedures.” ~Bank Secrecy Act Anti-Money Laundering Exam Manual Federal Financial Institutions Examinati ...
Document View: A Gift for Lenders
Your lenders are the face of your bank. Most of their time is spent bringing in new business, but they also serve a vital role in keeping existing ...
How Credit and Loan Document Management Software Can Help
Your financial institution does a lot of good for the local community. The IT startup north of town simply couldn’t make payroll without the line of ...
How to Build a 360-Degree View of Each Customer at Your Bank
Each customer who walks into your bank has a unique story. Mr. Perkins has been banking with you for his entire adult life. Mrs. Jones is a relativel ...
Why Back-Office Lending Automation Enhances Customer Satisfaction
Disclaimer: The following post was originally published on the Commercial Finance Association blog. (Re-posted with permission.) Every bank strives ...
Task Exceptions: Scalable Customer & Account Management
To grow in today’s complex banking environment, your institution needs to implement scalable processes. This is especially true with regard to your do ...
Marketing Strategies for Commercial Products
Commercial lenders can have a hard time differentiating themselves in today’s competitive banking environment. The services offered are intangibles, a ...
