 |
|
|
 |
 |
 |
CapitalStream is a company on the move. Visit often for late-breaking news, information on product advancements, and when and where you can find us at industry events. |
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 will review the processes, procedures, policies, systems, products, organizations, and compliance methods that have become best practices. The results will 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 will be on sales, origination, credit analysis, documentation, booking, monitoring and servicing.
Hear from Patricia Hines, Senior Analyst Wholesale Banking, TowerGroup who will share high level trends and statistics in the business commercial lending industry. Ms. HInes will provide commentary on results of the survey and how banks should view and utilize the results. Also hear from Mike Pennell, Executive Vice President, CapitalStream, Inc. Mr. Pennell will present the final survey results from the Best Practices in Business and Commercial Lending Survey. A brief overview of what CapitalStream has to offer in software, services and industry research will be given.
Attendees will be able to assess how their processes and policies compare to others throughout the industry and establish priorities for implementation of best practices in their bank. The study was sponsored CapitalStream, Inc. and by IBM, leading providers of consulting and software solutions for business and commercial lending.
Click Here for a replay of the February 12, 2008 webinar
|
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 CapitalStream 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.
Attendees also will 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 CapitalStream 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. In addition, preliminary survey results will be presented from the ongoing Best Practices in Business and Commercial Lending Survey conducted jointly by IBM Global Services and CapitalStream.
Click Here for a replay of the July 11, 2007 webinar.
|
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 Product and Marketing with CapitalStream, 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 will discuss how to prioritize, plan, and implement new processes and technologies that lower costs, shorten response times and reduce risk. The focus will be 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 will learn what really works – and what does not.
Click Here for a replay of the October 10, 2006 webinar.
|
New 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.
|
"Commercial Loan Automation Arrives... Finally!"
published by GonzoBanker.
"CapitalStream started with early wins in specific business units of larger banks, but the company is
now moving more aggressively into middle market banks." Read more...
|
"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 FinanceCenter 7 platform allows Scotiabank to evaluate, originate and manage financial transactions rapidly.
Read more...
|
"What Leasing Industry Executives Want Most…",
published by Monitor.
When over 200 equipment and commercial finance executives were asked to rank their top operational
issues, they answered in unison… Read more...
|
An interview with Kevin Riegelsberger, CEO of
CapitalStream, published by VentureReporter.
"Our mission is to provide a complete front office automation platform for commercial finance." Read more...
|
 |
RealOne Player required to view streaming video
|
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...
|
|
|
|
|
