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Managing Change in a Digital Lending World

A talk by Tyler Crawford and Anthony Morris
Bankers Healthcare Group and Salesforce

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About this talk

"We live in a highly-digital world, and creating a digital-first experience must be a top priority for lenders today. In this session, Global Head of Banking at Salesforce Anthony Morris sits down with Tyler Crawford, COO at Bankers Healthcare Group, to discuss how putting the right technology in place can help create a better customer experience, attract new borrowers, and create operational efficiencies within your business.

Crawford shares how BHG scaled from a startup in 2001 to more than 700+ employees, and the role technology played in creating a digital-first lending experience for borrowers, a network of 1100+ community banks, as well as internal staff. He explains the importance of company-wide buy-in and offers strategies for system migrations, sales training, data alignment, and more.

But not all implementations go as originally planned, and Crawford shares how to leverage technology to plan for the future—and tackle unexpected challenges today. Hear how BHG pivoted when COVID-19 hit, and how the company managed to build an automated PPP loan application process in less than 5 days, providing $150M in funding."

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