Track 2: Customer engagement/Profitable financing: Strategically using automation and digitization in your commercial origination process: Creating a digital experience where your lenders and borrowers need it

Key Takeaways
  • Digitization is a journey, knowing where you are and where you want to get to will help you see the mileposts to success
  • You can keep the unique value provided by your institution/people while still digitizing by choosing where and what you would like to change a la carte.
  • Digitization requires more than just buying technology - spending a bunch of money to digitize forms and keeping arduous processes is a bad investment. Find technology partners that are hyper focused on your subset of clients and can consult with you on how to truly make material and impactful change to your business by going digital