WE’RE HERE TO HELP YOU

Embracing Leading-edge Solutions Tailored

for Community Banks

In today's dynamic business landscape, community banks face unique challenges that demand innovative solutions. A loan origination platform that transcends the traditional scope of originating and underwriting can be a game-changer for these institutions. 


Embracing a leading-edge solution tailored for community banks not only streamlines the lending process but also enhances customer experience, ensures compliance, and drives growth. By leveraging advanced analytics and seamless integration capabilities, such platforms empower community banks to compete effectively in a market dominated by larger players.


Explore how cutting-edge loan origination platforms can revolutionize your lending strategy.


It's time to equip your community bank with the tools

it needs to thrive in an ever-changing environment. 

LET'S TALK

Common Challenges We Can Assist You With

Manual Processes 

and tracking tools

Ineffective

lending process

Keeping up with changing demands

Unlocking your Data for business intelligence

Our Product: Lead to Loan Platform

Relationship

Management

In times of economic inflation, businesses often face a decrease in inbound inquiries, which can be challenging for loan officers aiming to secure and close deals. Leveraging specialized tools and expertise can provide a strategic advantage, enabling loan officers to adapt to market dynamics effectively. By utilizing such resources, businesses can maintain momentum and continue to thrive even when the market is fluctuating.


It's all about staying agile

and equipped in the face of economic changes.

Common Sense Operations

Optimizing operational efficiency is crucial for financial institutions, and leveraging technology is key to achieving this. Digital loan applications streamline the borrowing process, scalable underwriting allows for handling increased loan volumes without compromising quality, and automated financial statement spreading reduces manual errors and saves time. Additionally, robust portfolio monitoring and maintenance ensure ongoing risk management and customer satisfaction. These integrated solutions can significantly enhance productivity and decision-making in the financial sector.

Data

Visualization

PowerBI offers a wide array of data visualization features that can transform complex datasets into compelling and accessible insights. With tools like area charts, bar and column charts, and even AI-powered visuals like the decomposition tree, users can explore data in multiple dimensions. The platform's user-friendly interface allows for quick creation of detailed reports and dashboards, catering to a variety of business needs. PowerBI's integration with Microsoft services further enhances its capabilities, making it a powerful tool for data-driven decision-making.

Workflow Automation

Through workflow automation, Metriciti guarantees that the appropriate individuals are alerted precisely when needed, eliminating the chances of lost emails, physical reminders, or face-to-face nudges.


Accessible from tablets and mobile devices, you can harness the full potential of our core solution from anywhere, making your processes more efficient and your communications more effective.

Our Unique Approach

  • Superior Customer Service

    Exceptional customer service goes beyond merely providing products or services upon request; it involves being attentive and anticipatory to customer needs, in addition to offering top-tier solutions.

  • Process Driven Approach

    A process-driven workflow ensures that all employees can execute their tasks consistently and on time. By leveraging processes that highlight the unique differentiators of your financial institution, rather than adopting the same processes used by every other institution, you can enhance operational efficiency.

  • CRM & Sales Management

    Robust CRM and Sales Management enable banks to establish an effective lead-to-lending pipeline and platform. Our approach to implementation is partnership-based.

  • Mobile & Tablet Access

    There's no need to delay tasks until you return to the office. With a mobile and tablet app, you can accomplish work whenever and wherever it needs to be done.

  • Marketing Automation

    From lead generation to account-based marketing, Metriciti, along with the Microsoft ecosystem, provides comprehensive coverage. Marketing automation ensures you connect with your customers and prospects wherever they may be.

Metriciti is a leading-edge platform bringing a true 360-degree view from lead to loan across your prospects and customers. In an industry with heightened competition and customer expectations higher than ever, Metriciti will help you truly differentiate from your competition.

Josh Huluc

Josh J. Hucul

ChoiceOne Bank

VP, Lending Technology

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