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Commercial Lending
app-driven pace of modern borrower life with the paper-heavy, manual workflows still common in commercial lending departments.

Lessons from Texas: What Banks and Credit Unions Should Start Demanding from Their Vendors

Lending Has Changed. Borrowers Have Changed. Lending Tech Providers Need To Do More. Reflections from the Baker Hill and Abrigo client conferences.  I just got back from the client conferences of Baker Hill and Abrigo. Both were high-quality, intentional events, with a lot of conversation around innovation, technology, AI (of course), and client relationships. I came...

May 14, 2026
Commercial Lending

Run a Curiosity Audit on Your Commercial Lending Process

Your Monday Move: Run a Curiosity Audit If things feel more complex than they should right now — slower closings, closing document rebuilds because terms weren’t fully captured, more “who owns this?” moments — this week, get curious about the friction. In commercial lending, friction rarely announces itself as a crisis. It shows up as rekeying borrower information multiple...

March 4, 2026
Commercial Lending
Budget Blind Spots

The Three Biggest Budget Blind Spots in Commercial Lending

Why Are Budget Blind Spots Costing You Deals? Following an annual budget is not the same as having a strategy. Many commercial lenders equate the act of budgeting with full financial awareness. In reality, a budget, no matter how detailed, only shows part of the picture. That’s why financial institutions can still misallocate resources despite...

August 28, 2025
Banks

Budget Playbook for Commercial Lenders, Volume 2

Commercial lending in 2025 is more competitive, more regulated, and more complex than ever. Financial institutions must do more with less while navigating constant market shifts. If last year was about survival, this year is about strategy—making budget decisions that protect competitiveness, ensure compliance, and close operational gaps before they become lost opportunities. Our Budget...

August 28, 2025
Commercial Lending
Robot hand holding pen signature document signing up contract in mobile phone app, humanoid sign agreement. Artificial intelligence digital futuristic technology concept. Vector illustration

The Dangerous Illusion of AI-Generated Loan Documents

There’s no question that artificial intelligence (AI) is changing the way we work in commercial lending. From underwriting automation to portfolio analysis, AI-powered tools promise faster decisions, improved efficiency, and streamlined operations. For financial institutions constantly racing to close loans while managing risk, that’s an attractive value proposition.  But let’s draw a clear line: when...

July 8, 2025
Banks

What Does the Data Say About Modernizing Commercial Lending?

Here’s why it’s time to prioritize progress. Backed by data, expert advice, and real market trends. The commercial lending sector faces a crossroads. While some lenders cling to legacy systems and “safe” manual workflows they’ve been using for decades, the market and regulatory environment are evolving too quickly for this approach to remain viable. As...

June 3, 2025
Banks

Don’t Create Risk by Playing it Safe

The Case for Change for Financial Institutions by Adam Craig In my previous article I outlined the risks associated with inaction, specifically as it relates to financial institutions not moving forward with much needed back-office technology upgrades. In this article I discuss numerous benefits to organizations making back-office upgrades. These updates should be considered as...

January 14, 2025
Banks

Safe is the New Risky

The Cost of Financial Institutions Putting Off Updating Their Technology by Adam Craig According to Harvard Business Review, playing it safe is now considered the riskiest strategic choice there is. In the current era of digital disruption, the pace of change has dramatically accelerated, leaving traditional risk management strategies lacking. Organizations that move cautiously, or...

January 14, 2025

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