We had a fantastic time at our "Driving Digital Lending Innovation with Data+AI+CRM" event at LendingTree HQ in Charlotte with Salesforce and other financial services executives! It was a productive gathering and a packed house with insightful discussions on leveraging data, AI, and CRM technologies to revolutionize the lending industry. Looking forward to continuing these valuable conversations and driving the future of lending forward! Jamie Nye, Jeff Humphries, Omar Y., Evan Bowles, Tonya Sieracki ☁️, Nate Manning, Chad Reed #DigitalLending #Innovation #DataAI #CRM #Salesforce #EMSConsulting #Fintech
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Discover our innovations: explore Fintech360’s product developments on our site 🚀 Exciting news from Fintech360! We're thrilled to invite you to explore the latest advancements in our fintech product suite directly on our website. Whether you're a startup looking for robust CRM solutions, a financial institution in need of a secure payment gateway, or a business seeking top-notch business intelligence tools, we have something tailored just for you. 🔍 Our offerings include: - CRM Systems: Streamline your customer management with our advanced CRM tools designed for the fintech sector. - Payment Gateway: Secure and efficient transaction processing to enhance your financial operations. - Business Intelligence: Leverage our comprehensive BI tools to gain insights and drive business growth. - Trading Platform: An all-encompassing platform that caters to both novice traders and seasoned brokers. - Verification Center: Enhance your security protocols with our state-of-the-art verification services. 🔗 Dive into each product's features and see how they can transform your business operations by visiting our website. We're committed to pushing the boundaries of what's possible in fintech and helping you achieve new levels of efficiency and innovation. 👉 Don't just take our word for it, see for yourself how Fintech360 is leading the way in financial technology solutions. Click the link in our bio to learn more and start your journey towards transformation! #Fintech360 #Innovation #FinancialTechnology #BusinessGrowth #FintechSolutions
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Take control of your lending process with customized rules and requirements tailored to your business. With Planky, you can automatically analyze a borrower’s current financial data, delivering clear and actionable insights. Key Benefits: Cut Costs: Streamline data analysis and reduce expenses. Accelerate Decisions: Make faster, more informed lending choices. Elevate Service: Enhance your customer experience with prompt feedback. Leverage the power of Open Banking to transform your lending approach. #SmartDecisions #AI #Fintech #OpenBanking #IncomeVerification #Fintech #Innovation #Planky #OpenBanking #Categorisation #DataManagement #DataEnrichment #Finance #Lending#DataAnalytics #Fintech#AI #GenAI #SaaS #underwriting #Affordability #TechSolutions #Decisioning#underwriting#KYC#KYB#AML#AMLcheck #Software #DataScience #BusinessIntelligence #TechInnovation #DecisionMaking #AI #MachineLearning #BusinessGrowth
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Unlock the potential of no-code for FinServ innovation by exploring the Success Story of the Bank of Georgia. Over the past few years, the Bank of Georgia has leveraged Creatio’s no-code platform to drive multiple digital transformation initiatives. They’ve streamlined internal processes, centralized data, established a Service Desk, and integrated chatbots to enhance support for their teams. Learn from Bank of Georgia's success – read the story: https://lnkd.in/dPm36sA3 #Creatio #nocode #CRM #workflowautomation #CreatioSuccessStory
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This is an excellent use case . DM me for understand how Creatio can possibly help you to transform your business using #nocode.
Unlock the potential of no-code for FinServ innovation by exploring the Success Story of the Bank of Georgia. Over the past few years, the Bank of Georgia has leveraged Creatio’s no-code platform to drive multiple digital transformation initiatives. They’ve streamlined internal processes, centralized data, established a Service Desk, and integrated chatbots to enhance support for their teams. Learn from Bank of Georgia's success – read the story: https://lnkd.in/dPm36sA3 #Creatio #nocode #CRM #workflowautomation #CreatioSuccessStory
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How you implement your financial institution's AI programs is just as important as when. #creditunions #communitybanks #fintech #AIinbanking
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How a custom CRM from Laud can help your FinTech business. 👇 ✅ Personalised customer acquisition and retention. ✅ Cross-departmental data tracking and improved communication. ✅ Increased organisation and productivity. Our team are ready to help develop a tailored CRM system that meets the specific needs of your business, ensuring seamless data flow and increased productivity. Contact us today at www.laud.tech to learn more. #LAUD #Tech #AI #CRM #Fintech
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CEO of Voyantis | Prescriptive AI empowering growth teams to acquire, nurture, and retain their most valuable customers
For fintech companies, it takes at least 6 months to see who will end up as a high-value customer. But that's 6 months already too late. 𝗧𝗵𝗲 𝗼𝗹𝗱 𝘄𝗮𝘆: - Optimize for the 7-day window conversion for sign-ups or account opens. - No visibility on how to convert bottom-of-the-funnel metrics. - Gain insights AFTER the campaign is already finished. 𝗧𝗵𝗲 𝗻𝗲𝘄 𝘄𝗮𝘆: - Gain insights BEFORE and WHILE the campaign is ongoing. - Know who your most profitable accounts are from Day 1. - Optimize your campaigns continuously for better ROI. How? The data is right there. - Customers who take on loans. - Customers who opted for cash advances. - Customers who opened a savings account. You can use bespoke AI models to process all this data. Determine the segments and ICPs that result in high LTV. And in real time, you can optimize your campaigns for them. Which would you prefer? #artificialintelligence #strategy #VBB
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Helping Federal and State Agencies and Fortune 200 Companies Achieve True Continuous Testing Automation
👉 nCino: Banking in the Fast Lane (and How to Avoid Speed Bumps)👈 #nCino - The Game Changer: Ditch the paper, ditch the wait. nCino's cloud platform streamlines banking, empowers customers, and keeps you compliant. 👉 Supercharge Your Bank 👈 ✍ Loan Whiz: Automate loan processing for faster approvals. ✍ Customer Champion: Build stronger relationships with data-driven insights. ✍ Account Agility: Simplify account opening for a frictionless experience. ✍ Data Decoder: Gain valuable insights to make smarter decisions. ✍ Compliance Guardian: Stay ahead of regulations with built-in risk management. 👉 Test Drive Smoothly with Automation👈 New features are great, but glitches are not. Test automation ensures seamless integration, early bug detection, and faster rollouts. 👉 Benefits of Automation (Powered by ACCELQ) 👈 ✍ Fast Track Go-Live: Get up and running with nCino quicker. ✍ Rock-Solid Quality: Automate testing for consistent, reliable verification. ✍ Agile Advantage: Adapt to nCino's updates with ease. ✍ Long-Term Savings: Reduce manual testing costs and run more tests. 👉 Challenges & Solutions 👈 ✍ Customizable Complexities? No problem! Build modular tests for easy adaptation. ✍ Salesforce Integration Got You Worried? Use automation tools built for Salesforce. ✍ Data Management Dilemmas? Implement robust data strategies and tools. ✍ CI/CD Integration Hurdles? Choose compatible tools with clear error reporting. ✍ Test Environment Scaling Challenges? Leverage cloud-based automation for on-demand needs. 👉 The Future is Digital, Embrace It! 👈 nCino paves the way for a digital banking revolution. With advanced test automation, ensure a smooth ride and deliver an exceptional customer experience. Ready to shift gears? ACCELQ return as a silver sponsor of an exciting new edition of #nSight this spring of 2024, powered by #nCino at Charlotte, NC. We are already enthusiastic about showcasing features of our one-of-a-kind Codeless AI test automation platform for nCino! Let me know if you're up for the #nSight event. #Salesforce #nCino #Testautomation #automation #testing #automationtesting #banking #nSight
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On Maternity Leave Until April 2025 #RoTheDEIPro|Top Recruiting Voice| Dallas SWN Events/VTO Chair| Dallas Impact Council| Dallas Culture Guide| DEI Advocate | Trailhead Ranger ☁️
Tired of manual processes and frustrated customers? Discover how AI and data can help your bank automate workflows, improve efficiency, and build trust. Join our webinar to hear how Republic Bank and PenFed are transforming! #salesforce #republicbank #penfed
Achieving service excellence in banking with automation, data and AI
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Did you know we have the most advanced pricing technology in the market and we constantly enhance our platform to ensure our customers are using the most modern technology out there? Built with scalability at the forefront, our pricing technology scales up or down with our client's business needs. Lender Price is the FIRST cloud-native PPE and one of the first software companies in the mortgage industry to support a modern infrastructure that scales and embraces the following: ✅ Modern PPE ✅ 1st Cloud-native PPE ✅ Robust APIs ✅ Granular Margin Management ✅ Mobile and Flexible ✅ API-driven Architecture ✅ Affordable Lending Products ✅ Built to scale ✅ Microservices Architecture ✅ Big Data Architecture ✅ Event-Driven Architecture ✅ FaaS (Function as a Service) ✅ AI - Machine Learning ✅ Container Orchestration #BetterPPE #ExperienceMatters #MostAdvancedMortgageTechnology Not to mention, we offer highly responsive customer support and ongoing weekly training to ensure client success. The largest #banks, #creditunions, #mortgageservicers, #lenders and #megabrokers in the industry trust our solutions, and we provide the same cost-effective and advanced technology to lenders of all sizes. Get in touch to learn more and start a conversation with us today: https://hubs.ly/Q02yYZ840 #modernandproven
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Congratulations on a successful event! Your commitment to revolutionizing the lending industry through data, AI, and CRM technologies is truly inspiring. Keep driving the future of lending forward with such meetups.