TOPIC: Small Banks

Virtual Conference | ThinkBIG: Manage Risk. Drive Growth. | Earn up to 8 NASBA CPE credits

September 22 - 23 | 11 a.m. - 4 p.m. ET 
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Like many of you, we have had to adapt to the changing environment brought on by COVID-19 so we are taking our annual credit, lending, and portfolio risk conference virtual! We will discuss where we’ve been during the pandemic, where we are now, and what banks and credit unions should be considering looking forward in our ‘new normal’.  

Join us to: 
  • Hear the most current, accurate, and insightful information on lending, credit risk, portfolio risk, ALM, and the allowance from leading authorities and peers.  
  • Discuss banking challenges surrounding COVID-19 and portfolio risk.
  • Gain insight and learn strategies to make better loans, faster from lending and credit risk experts. 
  • Learn from the CECL pacesetters, your peers who have already filed under the standard.
  • Enjoy two half-days of education and networking.
  • Participate in interactive sessions with polling and Q & A.
  • Network virtually with banking professionals and the Abrigo Team during our Virtual Happy Hour. 
Register today! 

    Abrigo Launches Salesforce™ Platform API Integration to Maximize Relationship Management at Financial Institutions

    We are thrilled to announce our Salesforce™ Platform API integration to create a centralized repository of borrower information, giving teams within your institution access to the same customer and loan data for faster customer service. This integration truly offers an efficient and easy experience to our customers who choose to use Salesforce for their CRM. You can read the full press release below and at this link.

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    Abrigo Launches Salesforce™ Platform API Integration to Maximize Relationship Management at Financial Institutions
    Austin, Texas, August 10, 2020 – Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, announced the launch of a new Salesforce platform API integration with the Sageworks Lending and Credit Risk Solution. The integration with the Salesforce platform creates a centralized repository of borrower information, giving teams within the institution access to the same customer and loan data for faster customer service.

    The integration allows credit and lending departments at financial institutions to collaborate while maintaining their individual workflows, and it enables loan information from Sageworks to pass into Salesforce seamlessly. The connection gives lending departments a single view of all loan, deposit, and collateral information, as well as the ability to transfer new loan opportunities directly to Sageworks for underwriting immediately. The integration significantly reduces repetitive data entry and duplicated efforts.

    Customers leveraging the Salesforce API can push loan prospects from underwriting to booking in one streamlined process. Lenders and analysts will have access to customer and loan data in a centralized repository, creating a 360-degree view of each customer and making referrals across departments simple. Ultimately, the Salesforce integration will synchronize communication within departments and enable lenders to keep focused on portfolio growth.

    “We’re thrilled to offer this integration with Salesforce and allow lenders to build deeper relationships with their customers and make data-driven decisions,” said Jay Blandford, President at Abrigo. “Especially amid a pandemic, it’s critical that institutions have the tools to stay connected, foster customer relationships, and drive growth."
    Abrigo is dedicated to ensuring its products are tailored to its customers. With hundreds of configurable components, Abrigo will help construct the Salesforce connection to meet each institution's specific needs. This integration makes the Sageworks Lending and Credit Risk Solution a better fit for institutions considering or already using Salesforce; however, the Abrigo platform can connect with other systems, including the company's Relationship Manager.

    The Salesforce API is now available for Sageworks Lending and Credit Risk Solution customers. To learn more about the integration or to get started using the Salesforce API, click here.

      Free Webinar | Fraud in a Changing Environment – Data & Best Practices to Guide Your Institution | 1.25 CAFP credits

      Wednesday, August 19, 2020
      2:00 PM ET / 1:00 PM CT
      Register here

      As the COVID-19 pandemic continues to have sweeping economic impacts across the United States, new fraud schemes and trends are affecting financial institutions and their communities. Armed with big data from COVID-19 fraud and historic trends from recent recessions, Jordan Bothwell from Advanced Fraud Solutions will dive into what financial crime fighters can expect over the coming year and how to prepare for emerging fraud trends.

      Join this session to learn:
      • Data surrounding fraud trends from previous months 
      • What the coming month will likely hold
      • How to best prepare your institution for emerging fraud 
      Register now