Putting the Customer First — Top Technology Trends that will Define Small Business Lending Success

Putting the Customer First — Top Technology Trends that will Define Small Business Lending Success

A Coleman and Moody’s Analytics Webinar
Date: Tuesday, December 11, 2018
Time: 2:00 p.m. Eastern
Register Here

The intersection of lending technologies and analytics is creating a future state of a fully automated small business lending process. Today, consumers can do everything from order pizza via a mobile app to check in to their hotel without waiting in line or speaking to a hotel employee. Driving factors behind the ongoing push to automate the lending process is consumer demand for a quicker, digital experience, and the growing competitive landscape. With non-traditional lenders entering the market, such as Amazon Lending, it is vital that traditional lenders quickly adopt a more digital, automated process.

Technology has raised the bar for how businesses interact with their customers and small business banking should be no different. Through an automated process, lenders can spend less time collecting data or preparing credit applications and more time building relationships with their clients.

Join us as we highlight five of the top technology and consumer trends we believe change how you do business. We will discuss how Moody’s Analytics is addressing these trends and implementing new technology into our solutions and services. Jeremy Gray from Rock Canyon Bank joins us to share how Rock Canyon Bank evolved their strategy and adopted technology to meet customer’s needs in the digital age.

Taught by Expert Small Business Lending Professionals
  • Michael Schwartz, Director, Small Business Lending Advisor, Moody’s Analytics

MichaelSchwartzAt Moody’s Analytics, Michael designs and develops small business lending and credit decisioning solutions for financial institutions. Prior to joining Moody’s Analytics, Michael served as customer success director for fintech start-up Fundera, a marketplace created to pair small business owners with banks and alternative lenders. Michael also spent more than six years with PNC Bank, starting with the commercial underwriting group and then transitioning to the business bank segment, focusing on SBA commercial lending. Michael has a BS in finance with an economics minor from the University of Pittsburgh.

  • Jeremy Gray, Senior Vice President, Rock Canyon Bank

JeremyGrayJeremy K. Gray is Senior Vice President/Director of Credit Administration at Rock Canyon Bank located in Provo, Utah. He is a Certified Regulatory Compliance Manager (CRCM) through ABA’s Institute of Certified Bankers, a Certified Community Bank Compliance Officer (CCBCO) through the Independent Community Bankers of America, and is Credit Risk Certified (CRC) through the Risk Management Association (RMA). He has authored several articles that have been published in ABA Bank Compliance, Utah Bar Journal, Western Independent Bankers (WIB), The RMA Journal, and Independent Banker (ICBA) magazines. Jeremy currently serves on The Appraisal Foundation’s Board of Trustees, and recently graduated from the Graduate School of Banking at Colorado. He is also an adjunct finance professor at Utah Valley University.

  • Bob Coleman, Publisher, Coleman Report

Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.” He is the founder of the Coleman Publishing, a publisher of books, data, newsletters and reports and a producer of conferences, webinars and training videos — to help finance professionals become small business lending experts.

Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media including the Wall Street Journal and Bloomberg. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California.

His passion is getting capital to Main Street and Rural American small business.

Webinar Details

Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.

We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.

Questions are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to joseph@colemanreport.com. Also, feel free to ask pre-webinar questions.

About Coleman Webinars
Coleman is the largest producer of small business banking video webinars and online training for the banking industry.

Our faculty are professional instructors are the absolute experts in their fields.

A great benefit of the program is that you may have your questions answered by the faculty. All of our webinars are recorded.

How it Works
We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to joseph@colemanreport.com, and he will schedule a test run.

Accessing GoToWebinar
There are two ways to access the webinar. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webinar is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

All Coleman Webinar Speakers are seen Live via Video Stream
You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option
You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts
You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link
If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

Register Here

Bob Coleman
Editor, Coleman Report
28081 Marguerite Parkway, #4525
Mission Viejo, CA 92690
(818) 790-4591
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