Given the amount of focus currently on the PPP and other loan deferral programs, it is important to continue the monitoring and reviews of credits in existing loan portfolios. Too often, the habit of “dealing with the latest fire drill” distracts us from the responsibilities of focusing on our existing portfolios.

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...

We have spent time with many Banks who are looking to improve the performance of their credit processes. Often, they have explained that their overall performance is sluggish – analysis, objections and approvals simply take too long...

Two of the original SaaS arguments are shopworn and are no longer compelling: “Go multi-tenant to save costs” and “Centralize services to ease deployment, maintenance and upgrades”...