Winning a new client is only the beginning; the real opportunity lies in keeping them. Client relationships don't begin and end with a single transaction. They start at the moment of discovery and continue through every interaction as a long-term, mutually valuable relationship is built.
Read More
Client Lifecycle Management (CLM) is the data-driven strategic framework that guides how financial institutions identify and acquire, verify and onboard, retain and grow relationships.
Read More
Shawbrook Bank is a UK-based specialist lending and savings bank focused on serving SME customers with bespoke commercial lending solutions.
Read More
Commercial banking leaders face a stark reality: onboarding is expensive, time-consuming, and increasingly critical to competitive success. The question is no longer whether to modernize onboarding—it's whether you'll lead the transformation or be left behind.
Read More
In the evolving landscape of commercial banking, merging traditional services with modern technology is essential.
Read More
It is possible to implement technology in your bank while maintaining the human touch. Commercial bankers know their business is different to retail.
Read More
As your financial institution considers the tools, technologies and partnerships that will help you scale in the years to come, there are a number of factors to consider when evaluating a potential vendor.AgilityAs our digital and economic landscape continues to shift, financial institutions must be prepared to evolve alongside a society that expects instant results and the frictionless ease of automation. Post-pandemic, consumers are less likely than ever to go to a physical branch, so a robust online presence has become a vital component to banking.With the market constantly in flux, choosing an agile vendor who can grow and adapt with you through an ever-evolving market is more important than ever. Many of the FIs who have implemented nCino have experienced this benefit firsthand, and chose nCino in part because its nimble, scalable single platform solution helps them manage their clients’ needs and enables their employee to provide more effective customer service, no matter where they’re working.
Read More
Digital account opening is a top priority at many financial institutions, for good reasons. With loan-to-deposit ratios above or approaching 100%, banks and credit unions can’t afford to lose out on potential deposits due to ineffective or inefficient account opening processes. A “friction-free” process is essential to the digital account opening experience but achieving this goal may be harder than it looks for institutions jumping into the DAO waters.“Not long ago, most financial institutions basically had the same digital account acquisition capabilities. Not anymore. Leading institutions are pulling away. Banks and credit unions that don’t provide end-to-end digital account opening must upgrade quickly.”
– Cornerstone Advisors
