Documentation and follow-up tasks for financial institutions to manage is commonplace—especially for banks and credit unions involved in commercial lending. Proactively tracking missing and expired…
Proactively dealing with missing and expiring documents is a key component of an effective exception management strategy. However, that’s easier said than done when your…
In today's rapidly evolving digital banking market, digital transformation and the adoption of cutting-edge, scalable solutions has become a necessity for banks and credit unions…
Wendi A. Klein, Vice President, Marketing & Communications
No financial institution – large or small – is protected from transaction or check fraud. And, the difficult reality for institutions is that fraud can…
Cold storage systems can support numerous use cases at banks and credit unions. The phrase “cold storage” can be used to describe technology that manages…
Your financial institution relies on a variety of technology to ensure efficient commercial lending operations—everything from loan origination systems (LOS) to eSign products. Wouldn’t it…
Implementing convenient tools and scalable services designed specifically for SMBs is important for banks and credit unions to attract new account holders. Seemingly small to…
Financial institutions looking to expand their commercial loan portfolios must be particularly mindful of the need for efficient and effective exception tracking. However, it can…
Wendi A. Klein, Vice President, Marketing & Communications
Commercial lending represents a growth opportunity for many banks and credit unions. Whether your financial institution is completely new to the space or relatively experienced…
