High-performing banks are making significant investments in integrated systems that push the focus upstream, toward the lender-borrower relationship.
Integrating your bank’s pricing with leading CRM systems (e.g. Salesforce, Microsoft Dynamics, etc.) create richer opportunities for lenders and allow comprehensive reporting for management. This significantly increases the “R” in your ROI for each one of those systems.
This week, we’ve stolen one of the PrecisionLender Development podcasts (from May, 2015) that talks about how we think about integrating our specific solution with Salesforce and Microsoft Dynamics.