Putting the Customer First — Top Technology Trends that will Define Small Business Lending Success
Date: Tuesday, December 11, 2018
Time: 2:00 p.m. Eastern
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.
- Michael Schwartz, Director, Small Business Lending Advisor, Moody’s Analytics
At 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
Jeremy 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.
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Editor, Coleman Report
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