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Kleberg First National Bank Implements SwiftKnowledge Business Intelligence Technology to Improve Decision Making and Help It Grow More Profitably
Kleberg First National Bank Implements SwiftKnowledge Business Intelligence Technology to Improve Decision Making and Help It Grow More Profitably
Webinar Dec. 9: 6 Strategies to Build Confidence and Impact in Talking to Small Biz Owners and Deepening Relationships... Now
No more...fear
6 Strategies to Build Confidence and Impact in Talking to Small Business Owners and Deepening Relationships... Now
Freedom Debt Relief Increased Revenue Opportunities 60-75% with Digital Signature Technology and Agreement Express by Recombo
Freedom Debt Relief’s sales agents use Agreement Express by Recombo to support the digital signing of their enrollment packages, and reduce the turn-around time for returned applications. The main advantage for Freedom and their clients is the speedy delivery and completion of the enrollment forms with digital signatures; reducing turn-around times for contracts from 5-10 business days to 1-2 hours.
Prior to implementing Agreement Express, Freedom used a time-consuming paper-based customer enrollment process. Agreement Express has provided Freedom a set of pre-built enrollment application templates that loan agents easily fill in and send to new applicants. Customers can instantly digitally sign and return their applications via e-mail. Employee productivity and revenue opportunities have increased by 60-75%. As well, Freedom has experienced a dramatic 25% reduction in unreturned enrollment forms, due to automating the enrollment process.
In the case study, Steve Kwan, Marketing & Project Manager for Freedom Debt Relief states:
“In today’s highly-competitive debt settlement area, it is an essential service to expedite the signing of agreements in a timely manner. I would rank Agreement Express as the #2 most prioritized software application our sales folks use (after our own CRM) today.”
DOWNLOAD FULL CASE STUDY HERE: http://www.recombo.com/freedom-debt-relief-case-study--/
Reshaping Small Business—15th Annual RMA/American Banker Small Business Banking Conference to Offer New Ideas for Bank Revenue Growth
The conference, taking place November 14-16, 2010 at the Omni Fort Worth Hotel in Fort Worth, Texas, will bring together industry experts and senior-level retail and small business banking professionals to share ideas on reshaping small business to boost the value to business owners and banks alike. Clarity Advantage President Nick Miller is the conference chairman.
Making Up the Fees - Free Webinar October 21
Making Up the Fees
Boosting Small Business Revenue to Offset Revenue Lost Due to Regulatory Changes
One-Hour, Complimentary Webinar
October 21, 2010
12:00 PM ET
Hosted by Small Business Banking Specialist, Clarity Advantage
REGISTER NOW
Business Development Executive
Business Development Executive
The Federal Home Loan Bank of
Clarity Advantage Reveals How to Capture Full Small Business Relationships for Greater Retail Profitability at the Retail & Small Business Banking Conference September 22-24, 2010
A
“mixed-household” strategy that integrates a bank’s retail and small business
strategies to develop the full business + owner + employee relationships can significantly
impact overall retail profits, says Nick Miller, president of Clarity
Advantage. Miller will speak on
Capturing the Full Small Business Relationship at the Retail & Small
Business Banking Conference on September 23, 2010 in Albany, N.Y. The conference is presented by the New York
Bankers Association.
Free Webinar: Enhance Customer Experience using Customer Communication Management
Wednesday, August 18, 2010 12:30 PM - 1:15 PM IST Register Now
