Digital strategy is more important than ever.

Once you've spread financial data, how do you generate meaningful insights from the data? We don't have reportingManually created reportsExcel spreads that pull data into a new tab in ExcelWe have software that is able to give us reports but it is difficult to useWe have spreading software that reports automatically

How can a client or prospect apply for a loan online? We don't have a wayWe have a PDF form on our website but it can't be submitted onlineWe have a PDF that can be submitted through a secure digital dropboxWe have a form that can be filled out but it isn't fully integratedWe have an online application that is fed directly into our loan origination workflow

Within the bank, how do you know where each loan is during the loan approval process? We don't knowWe have a spreadsheet for each loan that is updated manuallyWe use SharepointWe have a standalone CRM systemWe have an integrated CRM system

How does your sales team manage their pipeline? We don't track pipelinePen and paperExcel spreadsheetsWe track everything in an external CRMWe track everything in an integrated CRM

How do you keep in touch with clients and request information from them? Mailed lettersPhone callsEmailsA combination of all of the aboveOnline portal for communication and document exchange

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