Ask a commercial lender at a community bank or credit union how they find new business and you’ll hear some version of the same answer: referrals, relationships, and a spreadsheet someone built three years ago. Those relationships are the whole advantage of community lending. But building the list eats hours that should go to conversations, and it rarely tells you which of the 400 names on it to call first.
Commercial bankers regularly face a familiar situation: a client, like a property manager, law firm, Qualified Intermediary, or municipality needs help managing escrow accounts, subaccount tracking, interest allocation, and compliance reporting. The banker listens, quickly does the math, and usually says, “We can try, but it won’t be easy.”Â
COCC’s Customer Metrix Index redefines contact center performance by uniting efficiency, effectiveness, and experience into one powerful score—helping financial institutions drive real business value.
Unlocking the Impact of a Robust Credit Score Tool on Consumer Confidence – With financial stress reaching record levels, consumers are struggling more than ever to feel in control of their money.
A Need for Consumer Education and Engagement – The average consumer has 5+ financial accounts spread across a variety of banks, credit unions, loan providers, credit cards, etc. As a result, they may struggle to effectively track and manage their finances. Consumers are looking for a way to bring all of this messy money management together.
Ask a commercial lender at a community bank or credit union how they find new business and you'll hear some version of the same answer: referrals, relationships, and a spreadsheet someone built three years ago. Those relationships are the whole advantage of community lending. But building the list eats hours that should go to conversations, and it rarely tells you which of the 400 names on it to call first.
Commercial bankers regularly face a familiar situation: a client, like a property manager, law firm, Qualified Intermediary, or municipality needs help managing escrow accounts, subaccount tracking, interest allocation, and compliance reporting. The banker listens, quickly does the math, and usually says, "We can try, but it won't be easy."Â
COCC’s Customer Metrix Index redefines contact center performance by uniting efficiency, effectiveness, and experience into one powerful score—helping financial institutions drive real business value.
Unlocking the Impact of a Robust Credit Score Tool on Consumer Confidence - With financial stress reaching record levels, consumers are struggling more than ever to feel in control of their money.
A Need for Consumer Education and Engagement - The average consumer has 5+ financial accounts spread across a variety of banks, credit unions, loan providers, credit cards, etc. As a result, they may struggle to effectively track and manage their finances. Consumers are looking for a way to bring all of this messy money management together.
