Performance Insights has partnered with Umpqua Bank . Together they are launching Performance Navigator for small business, business and commercial lenders. Performance Navigator for small business, business, commercial and corporate banking integrates all your sales systems into one seamless pipeline. Pipeline deals move from your CRM system to your LOS, to document management to your core processor – the four systems that automate your entire pipeline. Performance Navigator aggregates, syncs and reconciles data from all four systems and then publishes interactive pipeline reports, underwriting and credit reports, sales scorecards, executive dashboards, sales analytics and credit analytics in real-time or in a batch process. Performance Insights and Umpqua Bank have been working on this state-of-the art solution for two years. It is currently installed in Umpqua Bank’s SBA, leasing, small business, business, commercial, wealth, leasing and private banking groups. Together, they have developed custom data extracts, best practices, reports and analytics that are now available to all financial institutions around the world.
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