The Commercial Bank Servicing Roundtable is a forum for executives to exchange best practices and share common pain-points in a neutral and professionally facilitated setting.

Topics to include optimization of service operations related to loan servicing and treasury management. Leverage business intelligence to elevate commercial customers’ banking experience.

Commercial Banking defined range is 50M -$1B in AUM.

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Sample meeting topics include:

Loan Operations:

Discussions on best practices related to loan onboarding, funding and disbursement, and loan maintenance.

Treasury Management

Streamlining processes and improving coordination across departments, as well as with third-party vendors and service providers.

Servicing & Implementing Technology

Enhancing communication channels to improve customer experience and end-to-end routing efficiency.

Regulatory Compliance

Ensuring compliance with relevant laws, regulations, and internal policies governing commercial lending operations.