Deploy a Marketing & Sales Engine Built Specifically For Business Lenders

Leverage small business data. Organize existing relationships. Target prospects. 

Data-First Relationship Management

Small Business Owners Want Service-Driven Community Lenders

Businesses are now expecting you to understand and intuitively address their financial needs through digital resources.

 

You need a platform that informs your team with accurate account analysis in real time and suggests relevant offers based on existing relationship data. 

 

Leveraging years of small business loan direct marketing and sales experience, Atlas Platform is optimized to identify and organize your best opportunities.  

35% of customers increased their online bank usage during COVID-19

Source: Deloitte

Get Advanced Sales & Marketing

Utilize data to identify and cross-sell relevant business financial products.

The Advanced Marketing & Sales Engine focuses your efforts on your best opportunities first.

  • Integrate or upload your existing data in Atlas to see a single snapshot view of relevant account information and opportunities.

Gain insights based on customer data gathered from supported cores*

  • Build “unique”  prospect lists for targeted offers to specific customer business in just a few clicks.

Atlas Platform maps your engagement opportunities by analyzing deep customer data

  • Grow business engagement by giving your branches a clear and detailed understanding of each relationship’s financial profile.

Improve your sales & marketing efforts through data-driven conversations

Join The Atlas Small Business Lending Deep Dive

Where top loan officers find research, analysis and the best strategies for building high-performing small business loan portfolios.

4 Important Vendor Compliance Questions You Should Be Asking

Banking is arguably the most regulated industry in the U.S. with an alphabet soup of regulations: GLB, FCRA, ECOA, BSA, AML, OFAC, CAN-SPAM, UDAAP, and many more. You
can recognize all of these acronyms, but can your software vendor? With these four important questions, you can quickly identify a vendor that treats compliance as seriously as you do.

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Paycheck Protection Program Analytics

The Paycheck Protection Program (PPP) is a $813.5B business loan program established by the United States federal government in 2020 through the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES Act was designed to help certain businesses, self-employed workers, sole proprietors, certain nonprofit organizations, and tribal businesses continue paying their workers.

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Leverage our experience to build the right small business portfolio strategy. Stay up-to-date on the most important trends community lenders should be paying attention to.

Ask Your Peers

Mission-Driven. Proven Success.