QwickRate, shared an update Posted22 hours and 8 minutes AGO Loan Data Coffee Talk with Guest Banker Friday, May 9 11:00-11:45am ET Wondering if Portfolio Analyzer would be a win for your bank? You won't want to miss this one! We're welcoming Cindy Cheng, SVP & Chief Credit Officer of PCBB to discuss and demonstrate how they are using Portfolio Analyzer to stay on top of their loan data and credit risk—without bogging down... Read More Loan Data Coffee Talk with Guest Banker Friday, May 9 11:00-11:45am ET Wondering if Portfolio Analyzer would be a win for your bank? You won't want to miss this one! We're welcoming Cindy Cheng, SVP & Chief Credit Officer of PCBB to discuss and demonstrate how they are using Portfolio Analyzer to stay on top of their loan data and credit risk—without bogging down their team. With today's uncertainty around credit quality, this Coffee Talk will be a valuable and important discussion. Grab a coffee and join us! us02web.zoom.usWebinar Registration - ZoomWondering if Portfolio Analyzer would be a win for your institution? You won’t want to miss this one! We’re welcoming Cindy Cheng, SVP & Chief Credit Officer of PCBB to discuss and demonstrate how they are using Portfolio Analyzer to stay on top of their loan data and credit risk—without bogging down their team. With today’s uncertainty around credit quality, this Coffee Talk will be a valuable and important discussion. Grab a coffee and join us! Read Less
QwickRate, shared an update Posted10 days AGO Bankers Discuss: What's Working for Growing Deposits Friday, May 2 10:00-10:45am ET Join us as a panel of executive bankers share their perspectives and experiences on what's working right now for growing deposits. With deposit retention and growth remaining a top priority for community banks, these bankers will discuss the approaches that have driven their success and lessons learned along... Read More Bankers Discuss: What's Working for Growing Deposits Friday, May 2 10:00-10:45am ET Join us as a panel of executive bankers share their perspectives and experiences on what's working right now for growing deposits. With deposit retention and growth remaining a top priority for community banks, these bankers will discuss the approaches that have driven their success and lessons learned along the way. This is an interactive session, so bring your questions and engage with the panel and your peers. See you there! us02web.zoom.usWebinar Registration - ZoomJoin us as a panel of executive bankers share their perspectives and experiences on what’s working right now for growing deposits. With deposit retention and growth remaining a top priority for community banks, these bankers will discuss the approaches that have driven their success and lessons learned along the way. This is an interactive session, so bring your questions and engage with the panel and your peers. See you there! Read Less
QwickRate, shared an update Posted13 days AGO Coffee Talk Q&A: Banker Perspective on Loan-Level Stress Testing Friday, April 25 10:00-10:45am ET We're excited to welcome guest panelist LaNell DeLoach of Blue Ridge Bank on our Loan-Level Stress Testing Coffee Talk. LaNell will share the reasons behind her bank's decision to incorporate a more detailed level of stress testing, their experience working with the team at IntelliCredit,... Read More Coffee Talk Q&A: Banker Perspective on Loan-Level Stress Testing Friday, April 25 10:00-10:45am ET We're excited to welcome guest panelist LaNell DeLoach of Blue Ridge Bank on our Loan-Level Stress Testing Coffee Talk. LaNell will share the reasons behind her bank's decision to incorporate a more detailed level of stress testing, their experience working with the team at IntelliCredit, and the usefulness and value of the deliverables provided. This will be an interactive session, so bring your questions or email to [email protected]. us02web.zoom.usWebinar Registration - ZoomWe're excited to welcome guest panelist LaNell DeLoach of Blue Ridge Bank on our Loan-Level Stress Testing Coffee Talk. LaNell will share the reasons behind her bank's decision to incorporate a more detailed level of stress testing, their experience working with the team at IntelliCredit, and the usefulness and value of the deliverables provided. This will be an interactive session, so bring your questions or email to [email protected]. Read Less
QwickRate, shared an update PostedTuesday, April 1, 2025 at 1:34 PM Jumpstart Cost-Effective Small Business Growth Friday, April 11 10:30am-11:15am ET Are you looking for ways to expand your current small business relationships and attract new ones — without changing products or hiring bankers? In this webinar, we'll share how practical analysis and data-driven strategies can help you identify small businesses with the best capacity and propensity to respond... Read More Jumpstart Cost-Effective Small Business Growth Friday, April 11 10:30am-11:15am ET Are you looking for ways to expand your current small business relationships and attract new ones — without changing products or hiring bankers? In this webinar, we'll share how practical analysis and data-driven strategies can help you identify small businesses with the best capacity and propensity to respond to your existing deposit, payments, and loan offers. Using the right analysis techniques and a multi-channel outreach approach, you can achieve a high ROI on your small business growth goals. us02web.zoom.usWebinar Registration - ZoomAre you looking for ways to expand your current small business relationships and attract new ones — without changing products or hiring bankers? In this webinar, we’ll share how practical analysis and data-driven strategies can help you identify small businesses with the best capacity and propensity to respond to your existing deposit, payments, and loan offers. Using the right analysis techniques and a multi-channel outreach approach, you can achieve a high ROI on your small business growth goals. Read Less
QwickRate, shared an update PostedFriday, March 28, 2025 at 12:18 PM CECL Coffee Talk Q&A Friday, April 4 10:00am-10:45am ET Join our CECL Coffee Talk with guest panelist Paul Allen, CPA, CGMA, from Saltmarsh, Cleaveland & Gund. He’ll share his perspective from the auditing side, tell stories from the field, and address other topics. Register and bring your questions! Or, submit them in advance to [email protected]. us02web.zoom.usWebinar Registration... Read More CECL Coffee Talk Q&A Friday, April 4 10:00am-10:45am ET Join our CECL Coffee Talk with guest panelist Paul Allen, CPA, CGMA, from Saltmarsh, Cleaveland & Gund. He’ll share his perspective from the auditing side, tell stories from the field, and address other topics. Register and bring your questions! Or, submit them in advance to [email protected]. us02web.zoom.usWebinar Registration - ZoomGrab a beverage and join our monthly 2025 CECL discussion series where we'll talk about the challenges banks are facing as they continue to comply with the CECL standard. In each session, we'll address the latest questions and concerns we've received from banks — including the reactions and expectations they are hearing from examiners/auditors. And we'll answer your questions in our interactive audience Q&A. We'll also discuss new CECLSolver features and other critical topics. Each session will be different, and you can attend one or all, whether you use our CECLSolver tool (part of QwickAnalytics) or not. Read Less
QwickRate, shared an update PostedThursday, March 13, 2025 at 11:33 AM Proven Lead Generation that Attracts New Relationships Friday, March 21 10:00-10:45am ET If you have been frustrated by random tactics to attract new relationships that yield lackluster results, we invite you to learn about best practices and a proven approach for implementing a disciplined, predictable, and accountable process—to capture more new relationships and keep more of them. We'll... Read More Proven Lead Generation that Attracts New Relationships Friday, March 21 10:00-10:45am ET If you have been frustrated by random tactics to attract new relationships that yield lackluster results, we invite you to learn about best practices and a proven approach for implementing a disciplined, predictable, and accountable process—to capture more new relationships and keep more of them. We'll share the latest case studies and examples from institutions that have successfully doubled new household generation while cutting the cost to acquire in half. Register HERE. us02web.zoom.usWebinar Registration - ZoomIf you have been frustrated by random tactics to attract new relationships that yield lackluster results, we invite you to learn about best practices and a proven approach for implementing a disciplined, predictable, and accountable process—to capture more new relationships and keep more of them. We'll share the latest case studies and examples from institutions that have successfully doubled new household generation while cutting the cost to acquire in half. Read Less
QwickRate, shared an update PostedThursday, March 6, 2025 at 11:58 AM Liquidity: Be Prepared for What's Ahead Thursday, March 20 2:00-2:45pm ET Liquidity remains a critical focus, even as concerns ease somewhat compared to last year. With loan growth projected for 2025, securing deposits is essential to ensure that your institution is poised for profit growth. Join us as we review best practices to securing deposits, strengthening your liquidity position, and confidently... Read More Liquidity: Be Prepared for What's Ahead Thursday, March 20 2:00-2:45pm ET Liquidity remains a critical focus, even as concerns ease somewhat compared to last year. With loan growth projected for 2025, securing deposits is essential to ensure that your institution is poised for profit growth. Join us as we review best practices to securing deposits, strengthening your liquidity position, and confidently addressing examiner questions. Register HERE. us02web.zoom.usWebinar Registration - ZoomLiquidity remains a critical focus, even as concerns ease somewhat compared to last year. With loan growth projected for 2025, securing deposits is essential to ensure that your institution is poised for profit growth. Join us as we review best practices to securing deposits, strengthening your liquidity position, and confidently addressing examiner questions. Read Less
QwickRate, shared an update PostedThursday, February 13, 2025 at 4:20 PM 2024 By the Numbers and What's Ahead Thursday, February 20 at 2:00-2:45pm ET Community banks are heading into 2025 with cautious optimism, confronting persistent challenges of margin compression and credit quality, while maintaining a focus on product profitability and operational efficiency. Join us as our experts analyze 2024's results, share what we're hearing for 2025, and highlight... Read More 2024 By the Numbers and What's Ahead Thursday, February 20 at 2:00-2:45pm ET Community banks are heading into 2025 with cautious optimism, confronting persistent challenges of margin compression and credit quality, while maintaining a focus on product profitability and operational efficiency. Join us as our experts analyze 2024's results, share what we're hearing for 2025, and highlight areas where there's cause for concern and action. REGISTER NOW. Read Less
QwickRate, shared an update PostedTuesday, February 11, 2025 at 9:03 AM 7 Winning Deposit Campaigns Thursday, February 13 at 2:00-2:45pm ET Join us as we look at the 'top 7' winning deposit campaigns that are currently delivering results for our clients and the reasons behind their success. We'll break down the key components of each campaign, the data analysis incorporated, and the outcomes achieved. REGISTER HERE! us02web.zoom.usWebinar Registration ... Read More 7 Winning Deposit Campaigns Thursday, February 13 at 2:00-2:45pm ET Join us as we look at the 'top 7' winning deposit campaigns that are currently delivering results for our clients and the reasons behind their success. We'll break down the key components of each campaign, the data analysis incorporated, and the outcomes achieved. REGISTER HERE! us02web.zoom.usWebinar Registration - ZoomJoin us as we look at the “top 7” winning deposit campaigns that are currently delivering results for our clients and the reasons behind their success. We’ll break down the key components of each campaign, the data analysis incorporated, and the outcomes achieved. See you there! Read Less
QwickRate, shared an update PostedFriday, February 7, 2025 at 11:40 AM Credit Quality: Navigating 2025 Challenges and Opportunities Tuesday, February 11 at 2:00-2:45pm ET Banks are reporting heightened regulatory scrutiny of loan review processes, with agencies increasingly testing their adequacy and effectiveness. In this webinar, IntelliCredit experts will discuss the current credit landscape, focusing on heightened Commercial Real Estate (CRE) concerns and... Read More Credit Quality: Navigating 2025 Challenges and Opportunities Tuesday, February 11 at 2:00-2:45pm ET Banks are reporting heightened regulatory scrutiny of loan review processes, with agencies increasingly testing their adequacy and effectiveness. In this webinar, IntelliCredit experts will discuss the current credit landscape, focusing on heightened Commercial Real Estate (CRE) concerns and strategies to ensure your bank maximizes its loan review value. Participants will gain insights on enhancing loan review processes to meet regulatory expectations and navigate the complex credit environment of 2025 and beyond. REGISTER HERE. us02web.zoom.usWebinar Registration - ZoomCommunity institutions are reporting heightened regulatory scrutiny of loan review processes, with agencies increasingly testing their adequacy and effectiveness. In this webinar, IntelliCredit experts will discuss the current credit landscape, focusing on heightened Commercial Real Estate (CRE) concerns and strategies to ensure your institution maximizes its loan review value. Participants will gain insights on enhancing loan review processes to meet regulatory expectations and navigate the complex credit environment of 2025 and beyond. Read Less
QwickRate, shared an update PostedThursday, January 23, 2025 at 10:01 AM Bank Credit Quality is a Long Game Economic indicators point to a strong lending environment heading into 2025. But bankers must also be aware of the risks that are lurking. Read this article from Preferred Service Provider IntelliCredit www.bankdirector.comBank Credit Quality Is a Long Game | Bank DirectorEconomic indicators point to a strong lending environment heading into 2025. But bankers... Read More Bank Credit Quality is a Long Game Economic indicators point to a strong lending environment heading into 2025. But bankers must also be aware of the risks that are lurking. Read this article from Preferred Service Provider IntelliCredit www.bankdirector.comBank Credit Quality Is a Long Game | Bank DirectorEconomic indicators point to a strong lending environment heading into 2025. But bankers must also be aware of the risks that are lurking. Read Less
QwickRate, shared an update PostedWednesday, December 11, 2024 at 2:56 PM Coffee Talk: Loan-Level Stress Testing Friday, December 20 10:00am-10:45am ET Registration link: https://us02web.zoom.us/webinar/register/1117333216837/WN_hH93xOy5SG2i5tyvb94Bbw Stress testing is no longer optional, with regulators increasingly emphasizing its importance during examinations, particularly for loan-level stress tests. But what does that mean to your bank? In this Coffee Talk,... Read More Coffee Talk: Loan-Level Stress Testing Friday, December 20 10:00am-10:45am ET Registration link: https://us02web.zoom.us/webinar/register/1117333216837/WN_hH93xOy5SG2i5tyvb94Bbw Stress testing is no longer optional, with regulators increasingly emphasizing its importance during examinations, particularly for loan-level stress tests. But what does that mean to your bank? In this Coffee Talk, we'll drill down into the questions we're receiving including what stress testing really means, the strategic thinking behind our services and solutions, and compare/contrast the different scenarios available to your bank—including loan-level stress testing. This will be a great opportunity to ask questions, share information, and explore how we can support your bank. us02web.zoom.usWebinar Registration - ZoomStress testing is no longer optional, with regulators increasingly emphasizing its importance during examinations, particularly for loan-level stress tests. But what does that mean to your bank? In this Coffee Talk, we’ll drill down into the questions we’re receiving including what stress testing really means, the strategic thinking behind our services and solutions, and compare/contrast the different scenarios available to your bank—including loan-level stress testing. This will be a great opportunity to ask questions, share information, and explore how we can support your bank Read Less