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About This Webinar
Financial institutions are rethinking how they manage indirect lending programs — moving away from manual processes and disconnected systems that limit visibility and create friction.

In this webinar, Wipfli and Creatio Financial Services will demonstrate how CRM-based accelerators can help centralize dealer management, automate onboarding and convert indirect borrowers into long-term customers.
Agenda
  • Introduction
  • Presentation
  • Q&A
  • Centralize dealer data and monitor performance through CRM workflows, dashboards and reporting.
  • Automate indirect borrower onboarding to support consistent engagement and early cross-sell opportunities.
  • Use modern CRM accelerators to create a single source of truth across onboarding, dealer activity and reporting.
  • Improve efficiency and visibility across indirect lending programs.
Presenters
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Robin Early
Director
Robin Early is a seasoned director with over 20 years of experience in Financial Services, including six years in consulting. She is passionate about helping banks and credit unions optimize their operations through best-in-class CRM implementations. Robin brings a unique perspective from her time working within financial institutions, giving her deep insight into complex internal processes, the day-to-day responsibilities of team members, and the strategies required to drive successful user adoption. Clients value her ability to bridge technology and business needs, ensuring solutions deliver measurable results.
J
Jeremy Solsaa
Manager
D
David McDonald
Enterprise Account Executive
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Nick Kudick
Consultant II
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