This forum is intended for the exchange of leading p rac tices, res ources, and expertise on topics surrounding operations and tech no log y at CDFIs. These back-office functions and capabilities are critical for CDFIs to succeed in achieving ...
Hi Everyone, Hope you are all enjoying your summer thus far! Just a note to let you know that our July meetings are starting next week and that the topic will be Portfolio Management. Here is the schedule of meetings with the relevant Zoom ...
Hi Carie, We are going through a similar process right now to replace our existing Loan system. I have an RFP out to two vendors, Fundingo and IvyTek Finance. Both solutions are built on Salesforce and offer great flexibility. We are too early ...
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