Your credit union’s relationship managers and loan officers all hunger for the same thing: Qualified, prioritized commercial-lending prospects who are likely to buy.
In the old days (as in, “yesterday”), prospecting was tedious work: Scouring and scraping databases and CRMs, searching for needles in haystacks: Where’s the lowest-hanging fruit? Which members are ripe for cross-sales? Which products? How do these prospects shake out by industry, by branch geography?
Now, The Lab has not only perfected this process. We’ve automated it. With RPA bots—enhanced with AI to deliver predictive advanced analytics, and machine learning to capture improvements.
Before we tell you how The Lab does this (don’t worry, we will), just think of the drool-worthy benefits:
Yes, this is really possible. It’s not science fiction. It’s a turnkey offering—available in just weeks—from The Lab, North America’s undisputed expert in intelligent automation for credit unions.
There’s a lot of horsepower—and decades of credit union experience—under the hood of this solution.
It starts with powerful business-intelligence and predictive analytics, running atop The Lab’s patented Nano-Scale Standardization™ of data and processes. Automatically, in the background, massive sets of numbers get cleaned, crunched, and sorted.
It works with your existing technology: SalesForce, nCino, Jack Henry Silverlake, Fiserv DNA, FIS MISER… you name it. And then we add even more power by connecting to external data sources such as ArcGIS, the U.S. Census Bureau, D&B/Hoover’s, and ZoomInfo—crunched into custom dashboards, ready to scour.
And then RPA bots from The Lab do the scouring. You don’t have to lift a finger.
The same team of dashboards and bots can—and do—send out customized marketing campaigns to keep your sales funnel full. In fact, credit union members from The Lab have reported getting leads within hours of a single automated commercial-lending campaign launch!
That translates to more term loans, lines of credit, and deposit accounts sold. It adds up to significant revenue that’s currently just out of reach.
The best way to appreciate the power of The Lab’s unique RPA- and AI-enabled prospecting “team” is to see it for yourself.
We invite you to book your free, no-obligation 30-minute screen-share demo. You’ll see the dashboards and bots, hard at work. Get all your questions answered by our friendly experts. And see how The Lab delivers all this power remotely, from our U.S. offices in Houston, with nothing outsourced or offshored—in just weeks.
Simply call (201) 526-1200 or email info@thelabconsulting.com to book your demo today!
