Marcato Advisors

Articles

Banking on the 360° View? Commercial banking relationship are complex, and most bankers struggle to see the complete relationship. But things are getting better through modernization. Read this to see some reasons a 360° view of the customer is important.

Sageworks Advanced Reporting for Senior Management and Boards. Are you getting the most out of your lending reporting?

Case Study – Commercial LOS for $30 Billion Bank. Many larger banks have asked about what it takes to implement a new commercial loan origination system. This article describes a recent project completed from the rationale through post-implementation. The key lessons from the project, found at the end of the article, are worth considering.

System Adoption – What Gets In The Way, and How to Cope. Six months after going live, you may find yourself wondering why users aren’t fully using the new system. What is going on? After years of seeing this story play out, we have some ideas about what’s happening.