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Optimizing the Commercial Lending Process for Community Banks

Optimizing the Commercial Lending Process for Community Banks

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...
TrellisPoint’s App for Commercial Lenders

TrellisPoint’s App for Commercial Lenders

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...
How CRM Systems Can Benefit Commercial Banks

How CRM Systems Can Benefit Commercial Banks

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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