Banking & Lending
Gerent implements Salesforce to give our clients a 360° view of their customers, anticipate customer and member needs, and surface applicable products and services at the right time.
Read MoreCommercial Banking
- Digital Account Opening & Onboarding
- Treasury & Cash Management
- Digitization of Annual Reviews & Client Planning
- Lending & Loan Origination
- Sales Forecasting & Profitability Measurement
- Segmentation & Coverage Management
Retail Banking
- Branch Management
- Contact Center Servicing
- Data Analytics & Integrations
- Marketing Preference Management
- Centralized Activity Tracking
- Coaching & Performance Management
Mortages & Lending
- Mortgage Pre-Approval Processing
- Digital 1003/URLA Data Collection
- Automated Credit Risk Analysis
- Integration with Loan & Mortgage Origination Systems
- Collateral & Document Management Integration
- Obligor, Guarantor, and Co-Signer Management