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CapitalStream is constantly making news as the leading Straight Through Processing platform for lending and leasing. Visit often for late-breaking news and information on product advancements Also find out when and where you can see CapitalStream solutions at upcoming industry events. |
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FREE Webinar – Click Here to View Recording
Industry Survey Results Revealed: Indicate 80% of Commercial Lenders are Looking to Outsource Operations Hosted by HCL CapitalStream & Central Bancshares
July 1, 2010 @ 11 a.m. PST / 2 p.m. EST
Bank Executive Presents How Central Bancshares Improved Processing Efficiency 23% and Reduced Document Preparation Time by 50% with Straight Through Processing Technology
Outsourcing trends revealed:
- What are the top 10 functions lenders are looking to outsource
- How many banks are already outsourcing and how many plan to
- Which outsourced functions have the greatest impact on the bank
- Do banks switch systems when they outsource
- What are the biggest roadblocks to outsourcing
FREE Webinar – Click Here to View Recording
Case Study Reveals that Straight Through Processing in Commercial Lending is Not Just for the Largest Banks
Hosted by HCL CapitalStream & Central Bancshares
March 26, 2010 @ 11 a.m. PST / 2 p.m. EST
Bank Executive Presents How Central Bancshares Improved Processing Efficiency 23% and Reduced Document Preparation Time by 50% with Straight Through Processing Technology
This no-charge webinar will present a case study on the Straight Through Processing (STP) project at Central Bancshares, a financial services holding company with $2B in assets, and also put these real world experiences in context of the overall trends in commercial lending at other midsize banks. It will examine how the challenging economy has revealed a lack of process, controls and systems across the lending industry as well as the strategic initiatives banks are employing to address these critical concerns.
The webinar will focus on how STP has been implemented at Central Bancshares to provide comprehensive integration, automation and analytics capabilities that reduce cost, risk and processing time and help grow portfolios without increasing headcount. This real world example will help attendees learn how their operations can be automated and integrated through STP to achieve significant benefits that will help improve their bottom line
Key Takeaways
- Common Challenges with Commercial Lending Process
- What is Straight Through Processing (STP)
- Industry Trends in Commercial Lending and STP
- Benefits of STP
- How to Implement STP in Terms of Approach, Technology, Personnel, Project Management, Do’s and Don’ts
- Real World Experiences from a Banker That Has Done It
Webinar Recording (no recording key required)
Best Practices Create Opportunities in Times of Crisis --- Focus on Business and Commercial Lending at Mid Tier Banks
Hosted by HCL with Guest Speaker TowerGroup
July 28, 2009 @ 11 a.m. PST / 2 p.m. EST
The state of the economy and recent events in the financial sector are creating significant challenges and opportunities in business and commercial lending. New regulations will certainly impact operations and compliance methods. This webinar will explore the impact of the economic downturn on the portfolios, strategies and processes at mid-tier banks. Guest speaker Guillermo Kopp, Executive Research Director at TowerGroup, will review the economic indicators, lending volumes, portfolio performance, delinquencies and other trends to assess how business and commercial lending has been impacted. He will discuss the strategies mid-tier banks are using to address these unique challenges.
Mike Pennell, Vice President HCL CapitalStream Lending group, will cover the results of the recent Survey of Best Practices in Business and Commercial Lending. The presentation will focus on the processes, policies, systems, organization and other practices at midsize North American banks with between $1B and $15B in assets. Mr. Pennell will also review preliminary results from the latest research on outsourcing trends in business and commercial lending. You will be able to compare your operation with the best practices that have been implemented at other institutions in sales, origination, credit analysis, documentation, booking, monitoring and servicing.
This webinar will help you develop an action plan to take advantage of recent events by implementing the best practices that will make your operation more effective, competitive and prepared for the challenges ahead.
Read below the highlights of past webinars and publications.
Webinar Recording - "Survey of Best Practices in Business and Commercial Lending", Tuesday, February 12, 2008 with presentations by the TowerGroup and CapitalStream.
The Best Practice Survey in Business and Commercial Lending is nearly complete with over 175 banks participating. This no-charge webinar will present the results of the survey along with an analysis of the findings by a leading industry analyst from the TowerGroup. The survey was conducted over the last year to discover and evaluate best practices at banks in North America in their business and commercial lending groups. Survey participants were executive, senior or mid level managers specializing in sales, credit or operations at mid-size to large banks.
This webinar reviews the processes, procedures, policies, systems, products, organizations, and compliance methods that have become best practices. The results reveal those best practices that have been implemented or will be implemented at different types of banks and how important and successful they have been. The primary focus of the presentation is on sales, origination, credit analysis, documentation, booking, monitoring and servicing.
Hear from Patricia Hines, Senior Analyst Wholesale Banking, TowerGroup who shares high level trends and statistics in the business commercial lending industry. Ms. Hines will provide commentary on the results of the survey and how banks should view and utilize the results. Also hear from Mike Pennell, Vice President, HCL CapitalStream Lending Group. Mr. Pennell presents the final survey results from the Best Practices in Business and Commercial Lending Survey. A brief overview of what HCL has to offer with CapitalStream and other software, services and industry research will be given.
View the webinar to assess how your processes and policies compare to others throughout the industry and establish priorities for implementation of best practices in your bank. The study was sponsored by HCL and by IBM, leading providers of consulting and software solutions for business and commercial lending.
View Recording (No recording key required; View Microsoft Office Live Meeting High-Fidelity Presentation format) |
Webinar Recording - “A Case Study on Straight Through Processing in Equipment Finance”, Thursday, December 13, 2007 with presentations by Celent, TCF Equipment Finance and CapitalStream. Learn how TCF Equipment Finance, the 2007 ELFA Operations and Technology Excellence Award winner, created a seamless flow of work and information from vendors, program managers and direct sales representatives through credit, equipment management, documentation, funding, booking and into servicing.
Hear from Alenka Grealish, Managing Director Banking Group, Celent, Deborah Reuben, Assistant Vice President, On-line Business Development, TCF Equipment Finance and Mike Pennell, Executive VP at HCL CapitalStream Lending Group how banks, finance companies and captive finance operations are enhancing processes, automating workflow and integrating systems to implement “straight through processing” in equipment finance. Straight through processing (STP) is the initiative to streamline and integrate the flow of work, information and documentation from sales to credit, equipment management, documentation, funding, booking and into servicing. STP is a leading initiative being implemented at financial institutions through North America, but it is relatively new in equipment finance.
View the webinar to hear from a financial services industry analyst on trends in straight through processing and business process management, and the impact these initiatives have had on the broader financial services industry. Also presenting, a leading technology expert who was involved in the TCF Equipment Finance project will discuss how STP processes and systems have been deployed at many top financial institutions. These experts will discuss how to plan and implement straight through processes, integrated front end systems and workflow automation technologies to lower costs, shorten response times and reduce risk.
Click Here for a replay of the December 13, 2007 webinar. |
Webinar Recording - “Straight Through Processing in Commercial Lending”, Wednesday, July 11, 2007 with presentations by TowerGroup, Wesbanco and CapitalStream. Learn more about how to prioritize, plan, and implement straight through processes and workflow automation technologies that lower costs, shorten response times and reduce risk.
Hear from Patty Hines, Senior Analyst Wholesale Banking at TowerGroup, David Yaeger, Vice President at Wesbanco and Mike Pennell, Executive VP at HCL CapitalStream Lending Group how banks are enhancing processes, automating workflow and integrating systems to implement “straight through processing” in business and commercial lending. Straight through processing (STP) streamlines and integrates the flow of work, info and documentation from sales to credit analysis, decisioning, due diligence, documentation, closing, funding, booking and into servicing.
Real world case studies highlight the benefits achieved by financial institutions on the forefront of STP procedures and technologies.
View Recording (No recording key required; View Microsoft Office Live Meeting High-Fidelity Presentation format) |
Webinar Recording - “Integrating and Automating Business Lending” Webinar held on Tuesday, October 10, 2006 with presentations by Celent, M&I Bank and CapitalStream. Hear a replay of this webinar about the processes and technologies that have become best practices in business lending today!
Hear a replay of a webinar held on Tuesday, October 10, 2006 highlighting the benefits achieved by leading financial institutions that are on the forefront of front office process management and automation. Attendees will hear from Jacob Jegher, Senior Analyst with Celent, who has recently completed extensive research in business lending, Dave Provancher, Vice President & Manager with M&I Bank Business Credit, who recently implemented new processes and technology in business lending, and Mike Pennell, Vice President with HCL, a leading technology expert who has deployed the latest technologies at many of the top financial institutions.
Hear from three leading financial services experts who discuss how to prioritize, plan and implement new processes and technologies that lower costs, shorten response times and reduce risk. The focus is on origination, credit, compliance and document management along with the workflow processes and information integration that have proven success. Based on real world examples, the audience learns what really works and what does not.
View Recording (No recording key required; View Microsoft Office Live Meeting High-Fidelity Presentation format) |
Case Study - "Harnessing the Benefits of
Automation and Integration in Small Business Lending” Profile of National Bank of Canada written by Celent.
Small business customers have spent a lot of time falling through the cracks. Given how large
financial institutions have traditionally segmented the market, little emphasis was placed on developing products and services tailored specifically to small
business clientele. The National Bank of Canada is profiled in this report written by Celent. Request a complimentary copy of the full report today. Click Here to request a report. |
"Time to Get With the Process" published by Bank Systems and Technology magazine.
CapitalStream helps Scotiabank automate loan processes and improve service. The Web-based process
automation and business analysis provided by the CapitalStream platform allows Scotiabank to evaluate, originate and manage financial transactions rapidly.
Read more... |
Accelerating Small Business Lending, published by
American Banker magazine
"Automating the Front Office for Commercial Finance"
Nearly $500 billion in small business loans across the US represents about one-third of the
commercial finance market. While offering much higher margins, small business lending has typically received the lowest level of investment in systems and
automation. Read more...
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