OptimaFI, shared an update Posted2 days AGO Infusion Marketing Group, QwickRate and IntelliCredit Combine to Form OptimaFI New organization integrates marketing, credit risk, and liquidity management expertise to help community financial institutions connect strategy with financial performance. Infusion Marketing Group, QwickRate and IntelliCredit Combine to Form OptimaFI New organization integrates marketing, credit risk, and liquidity management expertise to help community financial institutions connect strategy with financial performance. Read Less
OptimaFI, shared an update PostedFriday, November 14, 2025 at 2:52 PM Q3 Results and the Road Ahead Tuesday, November 18 2:00pm-2:45pm ET What are the numbers telling us about how we might end 2025 and head into 2026? Are the heightened credit stress trends identified in Q2 still growing in concern? Join our experts as they review Q3 performance using our QwickAnalytics® Index of 'true' community banks, and take a look ahead at the challenges and opportunities... Read More Q3 Results and the Road Ahead Tuesday, November 18 2:00pm-2:45pm ET What are the numbers telling us about how we might end 2025 and head into 2026? Are the heightened credit stress trends identified in Q2 still growing in concern? Join our experts as they review Q3 performance using our QwickAnalytics® Index of 'true' community banks, and take a look ahead at the challenges and opportunities on the horizon. REGISTER NOW us02web.zoom.usWebinar Registration - ZoomWhat are the numbers telling us about how we might end 2025 and head into 2026? Are the heightened credit stress trends identified in Q2 still growing in concern? Join our experts as they review Q3 performance using our QwickAnalytics® Index of 'true' community banks, and take a look ahead at the challenges and opportunities on the horizon. Hope you can join us! Read Less
OptimaFI, shared an update PostedMonday, November 10, 2025 at 8:50 AM Complimentary Q3 2025 National and State Performance Trends Reports, Webinar See how your bank’s performance compares against community banks across the nation and in your state with complimentary QwickAnalytics® Performance Trends Reports. Attend a Webinar Reviewing Q3 Results. Download the Q3 2025 National Trends Report. Request your state’s Q3 2025... Read More Complimentary Q3 2025 National and State Performance Trends Reports, Webinar See how your bank’s performance compares against community banks across the nation and in your state with complimentary QwickAnalytics® Performance Trends Reports. Attend a Webinar Reviewing Q3 Results. Download the Q3 2025 National Trends Report. Request your state’s Q3 2025 QwickAnalytics Performance Trends Report. Read Less
OptimaFI, shared an update PostedFriday, September 5, 2025 at 4:54 PM A Banker's Take: What to Expect From Your Loan Review Wednesday, September 17 2:00pm-2:45pm ET IntelliCredit is pleased to welcome Shaun H. Ahmad, Executive Vice President — Deputy Chief Credit Officer at National Capital Bank, as our special guest to share valuable insights on what banks 'should expect’ from their loan review process. With Q2's uptick in credit stress... Read More A Banker's Take: What to Expect From Your Loan Review Wednesday, September 17 2:00pm-2:45pm ET IntelliCredit is pleased to welcome Shaun H. Ahmad, Executive Vice President — Deputy Chief Credit Officer at National Capital Bank, as our special guest to share valuable insights on what banks 'should expect’ from their loan review process. With Q2's uptick in credit stress and the peak of 2026's RFP season upon us, Shaun will highlight best practices and discuss why his bank considers loan review a critical early line of defense in its risk management strategy. REGISTER. us02web.zoom.usWebinar Registration - ZoomWe’re pleased to welcome Shaun H. Ahmad, Executive Vice President – Deputy Chief Credit Officer at National Capital Bank, as our special guest to share valuable insights on what banks “should expect” from their loan review process. With Q2’s uptick in credit stress and the peak of 2026’s RFP season upon us, Shaun will highlight best practices and discuss why his bank considers loan review a critical early line of defense in its risk management strategy. Join us! Read Less
OptimaFI, shared an update PostedMonday, August 18, 2025 at 10:23 AM Q2 Analysis: Mid-Year Update Tuesday, August 19 2:00pm-2:45pm ET Gathering deposits, Deposit costs, Net Interest Margin and Credit remained areas of focus for community banks in Q2. How is the industry faring? Is a soft landing in sight? Join our experts for a mid-year performance review using our QwickAnalytics Index of 'true' community banks. REGISTER NOW us02web.zoom.usWebinar Registration... Read More Q2 Analysis: Mid-Year Update Tuesday, August 19 2:00pm-2:45pm ET Gathering deposits, Deposit costs, Net Interest Margin and Credit remained areas of focus for community banks in Q2. How is the industry faring? Is a soft landing in sight? Join our experts for a mid-year performance review using our QwickAnalytics Index of 'true' community banks. REGISTER NOW us02web.zoom.usWebinar Registration - ZoomGathering deposits, Deposit costs, Net Interest Margin and Credit remained areas of focus for community banks in Q2. How is the industry faring? Is a soft landing in sight? Join our experts for a mid-year performance review using our QwickAnalytics Index of "true" community banks. We'll cover Net Interest Margin, Net Income, Deposits, Loan Balances, Allowance for Credit Losses, and Omnichannel Digital Marketing Trends to provide a clear picture of current industry performance. Read Less
OptimaFI, shared an update PostedWednesday, August 6, 2025 at 4:02 PM 7 Winning Deposit Campaigns Tuesday, August 12 3:00pm-3:45pm ET Join our Marketing Services team as they look at the 'top 7' winning deposit campaigns that are currently delivering results for clients and the reasons behind their success. Experts will break down the key components of each campaign, the data analysis incorporated, and the outcomes achieved. See you there! REGISTER NOW! 7 Winning Deposit Campaigns Tuesday, August 12 3:00pm-3:45pm ET Join our Marketing Services team as they look at the 'top 7' winning deposit campaigns that are currently delivering results for clients and the reasons behind their success. Experts will break down the key components of each campaign, the data analysis incorporated, and the outcomes achieved. See you there! REGISTER NOW! 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
OptimaFI, shared an update PostedWednesday, July 30, 2025 at 3:35 PM Bankers Discuss: How We Use QwickAnalytics and the Value to Our Team Friday, August 1st at 10:00-10:45am ET We're excited to bring you a panel of executive bankers discussing the QwickAnalytics features they rely on most and the tangible value the solution brings to their bank. From immediate call report analysis and peer trend comparisons to board/management reporting and regulatory tools, ... Read More Bankers Discuss: How We Use QwickAnalytics and the Value to Our Team Friday, August 1st at 10:00-10:45am ET We're excited to bring you a panel of executive bankers discussing the QwickAnalytics features they rely on most and the tangible value the solution brings to their bank. From immediate call report analysis and peer trend comparisons to board/management reporting and regulatory tools, they'll share real stories of how they are using QwickAnalytics to reduce manual work, quickly meet reporting needs, satisfy examiner expectations, save time and make their jobs easier. This session is focused on practical benefits that can directly help you and your team. Join us! REGISTER. us02web.zoom.usWebinar Registration - ZoomWe’re excited to bring you a panel of executive bankers discussing the QwickAnalytics features they rely on most and the tangible value the solution brings to their bank. From immediate call report analysis and peer trend comparisons to board/management reporting and regulatory tools, they’ll share real stories of how they are using QwickAnalytics to reduce manual work, quickly meet reporting needs, satisfy examiner expectations, save time and make their jobs easier. This session is focused on practical benefits that can directly help you and your team. Join us! Read Less
OptimaFI, shared an update PostedWednesday, June 25, 2025 at 9:42 AM Coffee Talk: Discover What QwickAnalytics Can Do For Your Bank Friday, June 27 10:00-10:45am ET Join this interactive tour of QwickAnalytics to see how other bankers are using it to save time, make more informed decisions, and better manage their bank. We'll showcase new and popular features, time-saving tools, and real-world examples that will be valuable for new and current customers. REGISTER Read More Coffee Talk: Discover What QwickAnalytics Can Do For Your Bank Friday, June 27 10:00-10:45am ET Join this interactive tour of QwickAnalytics to see how other bankers are using it to save time, make more informed decisions, and better manage their bank. We'll showcase new and popular features, time-saving tools, and real-world examples that will be valuable for new and current customers. REGISTER. us02web.zoom.usWebinar Registration - ZoomJoin this interactive tour of QwickAnalytics to see how other bankers are using it to save time, make more informed decisions, and better manage their bank. We’ll showcase new and popular features, time-saving tools, and real-world examples that will be valuable for new and current customers. Read Less
OptimaFI, shared an update PostedWednesday, May 21, 2025 at 11:47 AM Coffee Talk: Executive Bankers Discuss Loan Review Best Practices Friday, June 6 at 10am-10:45 ET Preferred Service Provider IntelliCredit is hosting a panel of executive bankers on Friday, June 6 at 10am ET. The panelists will share their insights and experiences on loan reviews, highlighting best practices implemented at their institutions. With credit quality remaining a top priority for regulators,... Read More Coffee Talk: Executive Bankers Discuss Loan Review Best Practices Friday, June 6 at 10am-10:45 ET Preferred Service Provider IntelliCredit is hosting a panel of executive bankers on Friday, June 6 at 10am ET. The panelists will share their insights and experiences on loan reviews, highlighting best practices implemented at their institutions. With credit quality remaining a top priority for regulators, this promises to be an important and informative discussion. Bring your questions! REGISTER us02web.zoom.usWebinar Registration - ZoomWe’ve invited a panel of executive bankers to share their insights and experiences on loan reviews, highlighting the best practices they’ve implemented at their institutions. With credit quality remaining a top priority for regulators, this promises to be an important and informative discussion. Bring your questions! Read Less
OptimaFI, shared an update PostedMonday, May 5, 2025 at 12:39 PM 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
OptimaFI, shared an update PostedFriday, April 25, 2025 at 3:14 PM 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
OptimaFI, shared an update PostedTuesday, April 22, 2025 at 1:43 PM 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
OptimaFI, 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
OptimaFI, 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
OptimaFI, 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
OptimaFI, 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
OptimaFI, 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
OptimaFI, 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
OptimaFI, 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
OptimaFI, 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
Q2 Results Are In! Download Performance Trends Report for Your State or the Nation Posted8/13/2024 3:14:36 PM https://www.qwickanalytics.com/qcbi/ See how your bank’s performance compares against community banks across the nation and in your state with complimentary QwickAnalytics® National and State Performance Trends Reports. Request your report. Posted byOptimaFI Read More
IntelliCredit Case Study - Dogwood State Bank Posted1/6/2023 12:24:45 PM https://intellicredit.com/assets/docs/IntelliCredit_Dogwood_State_Bank_Success_S... Michael Johnson, Chief Credit Officer of Dogwood State Bank, shares his perspective on IntelliCredit and the experience he had using the technology and loan review services to transform the loan review process and gain major efficiencies for the bank. Posted byOptimaFI Read More
IntelliCredit Overview Posted9/21/2022 3:40:43 PM https://www.qwickrate.com/qrweb/documents/IntelliCredit_Overview.pdf The uncertainty in today’s loan portfolios is greater than ever, and regulators put the onus on your institution to quantify and reduce it. IntelliCredit offers revolutionary ways to do just that: (1) Loan and Annual Review Services performed by our banking credit experts with an online, real-time portal that drives major efficiencies; (2) Loan Review Solution for internal teams to greatly streamline the loan reviews they perform (3) Portfolio Analyzer delivers insightful analysis of your portfolio and loan data so you can identify hotspots, detect risk earlier, and write your own credit script — before the regulators do it for you. IntelliCredit was created by career credit specialists who bring advanced tools and lessons learned from over 3,000+ loan reviews and 300+ due diligence assessments. Posted byOptimaFI Read More