Customer Service

Our service model is hands-on with a high touch. We combine best-in-class products and services with rigorous consultation, training and anytime-anywhere support. Whatever the need, we promise unwavering client focus and unequalled service delivery. That’s how we win converts and build long-term relationships. But don’t take our word – we’re biased. Our clients’ words and actions speak for themselves.

What Our Clients Have to Say

“CRM_A’s Concentration Analysis product has allowed us to take our Concentration Management process to a whole new level. This product allows us to look at our concentrations on a granular level and a portfolio wide level. The Dashboard feature puts all of our numbers into a format that is easy to understand. Our bank really likes the mapping function that allows us to see our concentrations from a geographic perspective. CRM_A’s product has helped us to exponentially increase our knowledge of the concentrations within our loan portfolio. It will help us ‘write our story’ for bank regulators and for investors who have questions about concentrations and how they impact our bank's overall credit risk. I would recommend this product for any bank that needs to better understand Concentration Risk in their loan portfolio.”

Ion Mixon
EVP CRO
The First, A National Banking Association


“I just wanted to let you know how pleased we are that we made the switch to Credit Leader. It truly has transformed our business and increased our efficiencies. Your staff has been nothing but exceptional to deal with and been very patient.”

Peter A. Pequeno, II
SVP & Chief Lending Officer
Surrey Bank & Trust


“We have enjoyed a relationship with CRM_A for more than 10 years now. They continue to provide exceptional customer service and offer a wide array of products and services that help us protect and improve the quality of our assets. Our lending staff and our regulators accept and appreciate the transparency enabled by CRM_A’s product line of credit underwriting tools.”

Shannon S. O'Donnell
Senior Vice President
Credit Administration
AuburnBank
Auburn, Alabama