Improve your lending experience while de-risking your portfolio

As lenders strive to tighten their risk models to meet new capital requirements, there is no better time to focus on de-risking your lending portfolio.

In this session, Raymond Pucci, Research Director of IDC and Scott Draeger, SVP of Product Marketing of Smart Communications, will discuss how you can use enterprise intelligence to find the optimal borrowers to transform your lending portfolio. See how the strategic application of smart forms technology and transformed omnichannel communications streamline onboarding, reduce errors, minimize mistakes and create a solid foundation for long-term customer relationships.

Key takeaways:

• Build customer trust and loyalty through more engaging communications
• Factor in the benefits of reduced risks and operating expenses
• Streamline onboarding through transformed omnichannel communications

PRESENTERS:

Scott Draeger
Senior Vice President, Product Marketing and Industry Solutions
Smart Communications

Scott Draeger joined the customer communication industry by designing statements and marketing materials at an innovative service provider before joining the CCM industry. With over 20 years in CCM innovation, Scott has traveled the world to improve the way insurers, financial services organizations, health insurers, and other heavily regulated industries communicate authentically with their customers while complying with regulations.

Raymond Pucci
Research Director
IDC

Raymond Pucci is Research Director for IDC Financial Insights and he is responsible for the worldwide digital lending transformation strategies practice. Raymond’s primary research focuses on emerging solutions and use cases around lending transformation in financial services firms and fintechs that are targeted to consumers and small-medium sized businesses. This practice evaluates the state of technology solutions that guide lending organizations to transform their operations now and into the future.