by TrellisPoint Marketing | Apr 10, 2020 | Dynamics 365 Products
Optimizing the Commercial Lending Process for Community Banks Optimizing the Commercial Lending Process for Banks Commercial lending operations are core to generating revenue for many community banks. Relationship officers are often at the helm of commercial...
by TrellisPoint Marketing | Apr 3, 2020 | Latest News
Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions. TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product...
by TrellisPoint Marketing | Mar 11, 2020 | Dynamics 365 Products, Power Apps, Uncategorized
CRM Systems & Commercial Lending How CRM Systems Can Benefit Commercial Banks 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...
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