Building a strategic plan to digitize your lending? Download our toolkit

build a strategic plan copy.pngLending has seen a lot of changes during the past few years. Many of these changes can be attributed to the rapidly evolving technology landscape, as well as a huge shift in the way your customers and staff are actually doing business and work. Changes in the way people use technology, and new ways clients go about actually applying for a loan are just a few of the contributing factors in the technology shift financial institutions know they need to make. 

All that said, many commercial lenders still experience the same pain points that were commonplace more than ten years ago:

  • "I struggle to measure how much time my team actually spends on a loan." 
  • "We have a small business lending process, but we still don't know how to make it profitable." 
  • "So, we want to give our lending customers and staff a better experience. Now what?" 

As a response to these problems a lot of banks and credit unions are thinking about moving from a paper to digital process and getting this initiative on the strategic plan for next year.

Akouba is here for you and your team, and we are giving you a strategic planning toolkit to help ensure your success.

This toolkit was built by our team with over 40 years of banking experience. We are sharing our top tips, tools, and time saving tricks to help you prepare to the strategic planning committee so your initiative to digitize your lending process gets approved easily.

With this toolkit the Akouba team will take you step-by-step through building a strategic plan that meets your banks goals, we will give you access to the time-saving tools you need to build and present your own plan this fall, including a quick ROI calculator, a planning template, and easily editable Powerpoint presentation.

You can download the toolkit here and feel free to reach out, we would love to answer any questions you have about strategic planning or digitizing your small business loans.



Amber Smith

About The Author Amber Smith

Amber, director of client engagement, is a marketer with over 13 years of experience. She has a keen interest in the digital world and was one of the first participants in Duke University's digital media and marketing program, one of the most comprehensive, online media marketing programs in the nation. Amber also has a deep understanding of the unique challenges banks face today, having worked for an Iowa community bank for over seven years. Before joining Akouba, Amber was part of a global marketing team for an elearning company based in Chicago and was responsible for managing lead generation and digital marketing campaigns for the global team.

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