A Simple Plan: How Case Management Helps Financial Institutions
While it’s no secret that lenders are looking for better ways to simplify, streamline and continuously improve the loans, credit and financing processes within their organizations, it’s not always clear to them what changes will have the greatest impact.

A few months ago I helped conduct a survey of North American retail banking executives to examine current trends in optimizing loan processing. We found that most executives are not satisfied with their current environment and see loan complexity as the major factor driving the need to improve performance.

A simple plan then to apply technology to remove complexity should be the answer. However, just as in the movie “A Simple Plan”* we can all appreciate that nothing is really ever that simple. There is solid evidence though that Case Management can make a significant impact.

I captured my thoughts in a series on CMSWire.  You can read more at
  1. A Simple Plan: Why Lenders Need Adaptive Case Management
  2. A Simple Plan: How Lenders Prepare for the Future with Case Management
  3. A Simple Plan: How Case Management Helps Financial Institutions Overcome Challenges