Independent Banker - November 2023 - 64

RPA-Driven Customer Portals for Commercial Banking
Innovative
Insights
CHALLENGE: Commercial customers are typically a bank's largest revenue stream. Meeting their needs and providing top-notch experiences
for them is a high priority, but most financial technology is not built or suited for commercial customers or complex relationships.
SOLUTION: Teslar's RPA-driven customer portal is the industry's first portal designed for commercial banking relationships. Provide better
experiences for your biggest borrowers, complex relationships, most profitable customers, and largest deals without sacrificing the extra
care and attention they need.
Simplify the Loan Renewal & Application Process
Today's community banks must be digitally convenient
while also offering a stellar in-person option for their highvalue
commercial customers. Too often, businesses must
choose between an impersonal big bank with convenient
services, or a community bank whose loan renewal and
application processes are tedious and time-consuming.
Without the right balance of technology and personal
touch, you will lose key customers to the more convenient
option.
How can community banks utilize the most recent
innovations to even the playing field when they are up
against the tech at a big bank's disposal?
Teslar's customer portal simplifies your commercial
customer's experience while freeing up your own team to
focus on your competitive edge: bringing your personal
touch to your customers' banking experience.
Easily and Securely Request and Receive
Financial Documents
This technology allows your customer to drag their files
from their own device into the portal. From there, Teslar
leverages built-in RPA (Robotic Process Automation) to route
documents and forms through your bank for approval and
automatic imaging. It provides a single access point for
managing documentation for businesses with complex
relationships and allows borrowers to selectively grant
access to their CPA or Controller.
All of this is fully secure and saves your customer the
headache of a long back-and-forth exchange over email or
a trip to their branch. For those customers that do prefer an
in-person transaction, your employees will have more time
to give them their full attention.
Instead of wasting your talent on squeezing what value you
can out of a manual system, we enable your team to focus
on the challenges only human touch can solve: how to
provide the best customer experience possible.
You Know Your Customer-Our Portal Remembers
Your Customer
Community banks rely on their personal touch to
differentiate their services. Your customer isn't just a
number-they're part of your community. But when you have
to ask your customer for a document they have already sent
you, you are conveying the opposite message.
Like an attentive community banker, Teslar knows your
customer and takes the entire relationship into account
to ensure you only ask for documents that are currently
missing. No need to send a blanket checklist of needed
items--if you have ever collected
documents or basic information
from your customer, Teslar's smart
tools will make sure you don't ask
for the same information again.
Your commercial customers aren't just
a number, and our customer portal
helps your team consistently
communicate that message.
Colin Savells,
SVP of Revenue
Colin Savells, SVP of Revenue
colin@teslarsoftware.com // 479-347-4040
sales@teslarsoftware.com // teslarsoftware.com

http://www.teslarsoftware.com

Independent Banker - November 2023

Table of Contents for the Digital Edition of Independent Banker - November 2023