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Credit Concepts: A different kind of PPP

Credit Concepts: A different kind of PPP

When you hear the terms, integration and conversion, the first thing that comes to mind may be loss of data, laborious processes and countless resources. Even armed with a project plan, there are too many unknown variables that frequently slow down the pace…

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2021 Strategic Planning

2021 Strategic Planning

When you hear the terms, integration and conversion, the first thing that comes to mind may be loss of data, laborious processes and countless resources. Even armed with a project plan, there are too many unknown variables that frequently slow down the pace…

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Process Controls Drive Project Success

Process Controls Drive Project Success

When you hear the terms, integration and conversion, the first thing that comes to mind may be loss of data, laborious processes and countless resources. Even armed with a project plan, there are too many unknown variables that frequently slow down the pace…

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Strategies for a Successful Project

Strategies for a Successful Project

When you hear the terms, integration and conversion, the first thing that comes to mind may be loss of data, laborious processes and countless resources. Even armed with a project plan, there are too many unknown variables that frequently slow down the pace…

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A Bankers Toolkit:  Effectively Working Remote

A Bankers Toolkit:  Effectively Working Remote

After spending the past month trying to manage the current banking environment, it has become very clear that financial institutions must find ways to have a functional remote workforce or the ability to allow their teams to work remotely, when needed, without a decrease in productivity. Instead, some Bank and Credit Unions may simply try to…

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Credit Process Automation

Credit Process Automation

When it comes to banks wanting to put in the time and effort to automate their credit process, the excuse is “we’re too busy and have a portfolio to manage” or “the auditors are about to walk in and we don’t have the time to focus on it today”. In this blog post, certain strategies and tactics will be provided to add value to the subject and as bankers like to say, “minimize risk”.

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Using Credit Track™ to Help Banks with COVID-19 Requests

Using Credit Track™ to Help Banks with COVID-19 Requests

The COVID-19 crisis has forced all of us to adapt to unanticipated circumstances in both our personal and work lives.  As part of our response, we have stepped up our support resources to assist our clients in any way they need.  We were overjoyed to get this note...

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5 Tips for Great iPhone Photos of Fireworks

5 Tips for Great iPhone Photos of Fireworks

In this season of giving, we are sharing five tips to improve the quality of your fireworks photos. Impress your friends & family with spectacular photos of the fireworks on New Years Eve. The good news is, you don’t have to buy anything. The quality of your photos can improve dramatically with just the camera in your phone.

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Client Experience is the new Battleground for Lenders

Client Experience is the new Battleground for Lenders

Our clients long for a beneficial and positive borrowing experience, and they expect their bankers to “know” who they are. Clients also expect anyone involved in their credit facility origination, funding, renewal & review process to understand what is transpiring without having to explain themselves over and over again. When bank…

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4 Ways to Create a Culture of Efficiency

4 Ways to Create a Culture of Efficiency

As with most initiatives within the Bank, it is virtually impossible to achieve and maintain long-term efficiency without a strong corporate culture. The Executive and Senior Management team of the Bank must support and provide an observable and unwavering commitment…

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Do your bank’s processes allow you to scale?

Do your bank’s processes allow you to scale?

You have lending and credit processes that have worked well for years. Growth has been gradual so you have not noticed, nor been able to measure, the cracks that have appeared in the foundation of those processes . Now, you’ve started an integration effort for a bank that’s been acquired, or you’ve been tasked by the Board…

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Global Wave Group (GWG): Built by Bankers for Bankers

Global Wave Group (GWG): Built by Bankers for Bankers

While attending business school at Pepperdine University in Malibu, CA, President and CEO of Global Wave Group (GWG), Zubin Mehta was bitten by the entrepreneurial bug. After 18 years as a banker, he had seen firsthand the issues within the banking industry that needed…

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