Building a data-driven lending strategy: Actionable steps for real results
2:00 PM ET / 1:00 PM CT
Financial institutions often struggle to unify lending data from spreadsheets, core systems, and disconnected reports. Without a clear view, it’s difficult to uncover the insights needed to drive growth, price loans effectively, and manage risk. Becoming data-driven isn’t just about dashboards and KPIs—it’s about asking the right questions, identifying key data sources, and building a plan to turn information into action.
This webinar shares a framework for centralizing lending data, improving reporting, and fostering data-informed decision-making. We’ll show how to apply insights to commercial lending—setting competitive rates, analyzing industries, and responding quickly to market shifts—so institutions can make lending more resilient, targeted, and efficient.
You will learn:
- Common reporting challenges and how to overcome them
- Strategies to quickly adapt lending decisions when market conditions shift
- Why a unified view of your institution’s lending data is essential for growth and risk management
Charlie Wilson
Manager of Data and Reporting
Charlie Wilson is the Manager of Data and Reporting Services for Abrigo’s Advisory Services team, where he combines nearly a decade of experience in data integration, reporting, and consulting to help financial institutions solve complex business challenges. His background bridges technical execution and strategic advisory services, enabling him to deliver