Virtual Loan Assistant: A Power App for Commercial Lenders

By |2020-04-15T16:57:17-04:00April 3rd, 2020|Banking, News|

Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions.  View on Business Wire TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed exclusively for the commercial banking industry. Available [...]

How CRM Systems Can Benefit Commercial Banks

By |2020-04-16T19:48:46-04:00March 12th, 2020|Banking|

While sleek websites and mobile apps with features like voice and facial recognition are typically at the forefront of digital transformation in the banking industry, we shouldn’t forget about the tangible benefits that CRM systems can provide to banks. While technology is evolving, many banks still lag behind [...]

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