In the banking industry, innovation and technology are top of mind for community financial institutions who want to stay relevant. As you search for solutions to your CFI’s needs, you will undoubtedly vet many vendors. Give yourself an advantage and be sure to ask the right questions during the discovery process. These are some of the most important questions you should ask when interviewing potential partners to ensure the relationship is going to be a good fit.
Conferences are on our mind right now as we’re preparing for the annual Teslar User Conference coming up this September. Navigating conferences in this post-pandemic/lingering pandemic atmosphere poses its own challenges as we seek to meet the needs and preferences of our clients.
Surrey Bank & Trust Partners with Teslar Software to Automate Lending Operations
Community bank focused on C&I lending gains market visibility while cutting reporting times
in half, enables loan officers to focus on high-touch relationships
Meet Kevin Tweddle! Kevin is the Senior Vice President of Community Bank Solutions for the Independent Community Bankers of America (ICBA). Kevin has many responsibilities in his role, one of them being innovation, which is how he first got involved with Teslar Software.
Meet Camille Phillips! Camille is a banking industry veteran who has worked in both small and large financial institutions, regulators, and private consulting. She currently works as the SVP/Risk Officer at Today’s Bank and serves as a member of Teslar Software’s Board of Directors.
Meet Dr. Jeff Standridge! Jeff is a managing partner for Cadron Capital Partners and Cadron Creek Capital and Managing Director of The Conductor, an entrepreneurial support organization. As someone who works closely with entrepreneurs and aspiring entrepreneurs, Jeff became acquainted with Joe Ehrhardt, CEO and founder of Teslar Software, as a mentor and investor in the company’s first fundraise.
The banking industry is completely changing (and fast!) due to this global pandemic. While banks are typically slow to adopt technological changes, the pandemic has accelerated this process by years. Digital offerings are not just conveniences anymore, but legitimate necessities for customers now. This adaptation can be more difficult for community banks with more limited resources than it is for large banks, but community banks still want to be players in the game.
Meet Mark Forbis! Mark is the recently retired Executive Vice President and Chief Technology Officer of Jack Henry and Associates. During his 38 years in the industry, Mark has seen banking technology evolve and has become highly influential in the industry. Keeping busy during retirement, he also serves on the board of directors for Wausau, WI-based Incredible Bank, Batesville, AR-based Citizens Bank, Digital Check Corp, and, of course, Teslar Software.
Analyzing risk is essential to the success of a community bank, but how accessible is information in your organization? For many banks, accessing advanced reports is not a quick or easy process.
What if, as an end user, you could create or edit customer reports, sort or summarize the data, and export it to the format you need without waiting for your IT department? With Teslar’s advanced reporting this, and more, is possible.
In the final post of the Teslar Power Users series, we hear from Pam Lawson at NE Oklahoma and NW Arkansas-based Grand Savings Bank about how Teslar helps the bank navigate some of the challenges banks and bankers are currently facing. No matter what your bank’s current processes are or what role you serve at your bank, Teslar can help you and your bank become more efficient, streamlined, and empowered.