Rachael Carter

Rachael Carter

Recent Posts

Strengthening Your Bank’s Resilience: The Critical Role of Portfolio Management and Loan Review Processes

In today’s financial landscape, community financial institutions find themselves navigating through a unique set of challenges. The wave of bank failures throughout 2023 put a spotlight on the volatile side of the industry, making it critical for community institutions to remind the world of their resilience.

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REGISTER TODAY: Can You Easily Tell If Your Construction Loans Are Over-Funded?

Sign up for a quick 30 minute webinar to learn how your construction management processes can be streamlined to allow you to focus more on your customers, not paperwork.

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Welcome Courtney to the Team

Please join us in welcoming Courtney to our sales team as the new Director of Marketing.

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UPCOMING WEBINAR: Can You Easily Tell If Your Construction Loans Are Over-Funded?

Sign up for a quick 30 minute webinar to learn how your construction management processes can be streamlined to allow you to focus more on your customers, not paperwork.

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Teslar to Attend the Jack Henry Annual Conf & TechConnect

We are excited to be attending the Jack Henry Annual Conference (JAC) and TechConnect once again this year! Definitely looking forward to spending a few days in beautiful San Diego, California in less than 25 days!

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REGISTER TODAY: Are You Effectively Managing Your Deposit Portfolio?

Sign up for a quick 30 minute webinar to learn how your deposit portfolio management and maintenance request processes can be streamlined to allow you to focus more on your customers, not paperwork.

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Happy Labor Day!

Wishing you and yours a very Happy & Safe Labor Day!

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UPCOMING WEBINAR: Are You Effectively Managing Your Deposit Portfolio?

Sign up for a quick 30 minute webinar to learn how your deposit portfolio management and maintenance request processes can be streamlined to allow you to focus more on your customers, not paperwork.

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ICBA Investment

We are excited to share that ICBA has invested in our company, bringing the total seed capital raised to $2 million. We plan to use the capital to add staff to support our growth while maintaining a high standard of customer support and service.

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REGISTER TODAY: Create Efficient Workflows

Sign up for a quick 30 minute webinar to learn about creating efficient workflows that will allow you to spend more time focusing on your customers' needs, not the paperwork.

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