Le Lézard
Classified in: Science and technology
Subject: Product/Service

TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders


TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, today announced a new product developed for the commercial banking industry. Available as a web-based and mobile application, Virtual Loan Assistant solves two challenges of commercial lending: collecting financial documents and increasing transparency of the credit process across an organization.

"We know there's a need in the banking industry for a product like ours. Many credit departments struggle with manual business processes, poor communication, and fragmented technology," said Chris Finnecy, Partner at TrellisPoint. "The lack of automation and available analytics impacts the time spent with clients. Virtual Loan Assistant mitigates those problems."

In addition to storing data in Microsoft's secure cloud platform, Virtual Loan Assistant is compatible with systems like FIS, Fiserv, and Jack Henry. Features that make the solution unique from others in the market include:

"We're excited to offer a high-value, Microsoft-based application to the industry that provides cost effective licensing options and improves speed to market," said Jay Valerian, Solutions Consultant at TrellisPoint. "In many cases, we can implement Virtual Loan Assistant in less than 8 weeks. The technology is easily adopted by users because most are already familiar with Outlook and other Office 365 apps."

For more information, visit www.trellispoint.com/virtual-loan-assistant.

About TrellisPoint

Since its inception in 2009, TrellisPoint has focused on customer relationship management (CRM) solutions. As a Microsoft Dynamics 365 Partner, TrellisPoint is dedicated to helping customers realize their sales and customer engagement goals by analyzing, planning, implementing, and integrating Microsoft Dynamics 365, the Power Platform and related business applications. Additional services include data migration, on-premise to cloud migration, software development, and managed services. Markets served are construction, financial services, manufacturing, non-profit, and professional services. For more information, visit www.trellispoint.com.


These press releases may also interest you

at 07:49
In the news release, Roborock Reports 2023 Full Year Financial Results, issued 28-Mar-2024 by Roborock over PR Newswire, we are advised by the company that in the first bullet point of "Growth across Product Categories", the USD amount should read...

at 07:35
Ant International and Capital A Berhad, owner of AirAsia, have formed a strategic collaboration in various areas, exploring to integrate more local payments methods and providing payment orchestration services to Capital A's platforms, work on...

at 07:00
Palantir Technologies Inc. today announced that it was selected by the Defense Information Systems Agency (DISA) to deliver an Electromagnetic Battle Management - Joint Decision Support (EMBM-J DS) Prototype. This effort will provide the Department...

at 06:30
The Actuators market is estimated at USD 67.7 billion in 2024 and is projected to reach USD 94.8 billion by 2029, at a CAGR of 7.0 % from 2024 to 2029 according to a new report by MarketsandMarketstm. The growth can be attributed to growing...

at 06:13
JinkoSolar Holding Co., Ltd. ("JinkoSolar" or the "Company") , one of the largest and most innovative solar module manufacturers in the world, today announced that since March 20, 2024, the Company has repurchased 788,178 American depositary shares...

at 06:05
AIS Healthcare, a leading provider of targeted drug delivery (TDD) and infusion care solutions, is proud to recognize March 25-31 as National Physicians Week. This week and throughout the year, we celebrate the dedication of physicians who selflessly...



News published on and distributed by: