Dreamforce 2024 – Banking Meetup

Dreamforce, and Salesforce in general, can be overwhelming. If someone from your bank is attending Dreamforce in San Francisco, September 17-19, we want to meetup during the conference! We can compare notes on jet lag, marketing, business process automation, using the CRM, Salesforce governance, nCino, Marketing Cloud, the Customer Experience platform, and how banks best…

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Lender Lunch in Oklahoma City

How to Win & Retain More Profitable Customers If you’re a community bank lender or executive in Oklahoma, you’re invited to our lender lunch in OKC on August 20th, 2024. You’ll learn how our team at SouthState Bank and other regional competitors are doing the following: Refinancing existing clients to lower the borrower’s rate, increase…

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Loan Pricing Model Live Demo

Schedule a demo, then try the risk-free 30 day full-featured free trial. Join us for a live demo of Loan Command, our loan pricing tool, according to your schedule.  

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