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Custom Credit Systems, William James & Associates Partner to Meet Expanded Need

Posted on: Tuesday, 24 February 2009, 08:41 CST

Companies join forces to offer more robust system to current, new clients

RICHARDSON, Texas, Feb. 24 /PRNewswire/ -- Custom Credit Systems (CCS), a provider of integrated, end-to-end, credit processing and maintenance systems for small business and commercial loan processing, announced today that it has developed a strategic alliance with William James & Associates, a provider of workflow-based solutions for the financial services industry. The partnership allows CCS to exclusively distribute William James' ClientBuilder customer relationship management (CRM) system as a module within CCS' CustomLender(R) lending automation suite, and William James can also resell CCS' CustomLender, allowing both companies to broaden their footprint within the industry.

"Having an alliance with William James enables us to integrate a best-of-breed CRM system into our CustomLender suite, which further enhances our end-to-end capability," said Brian Shaw, CEO of CCS. "By offering a true [end-to-end] system, lenders can be more efficient because the information they need now resides in one application. Additionally, users benefit from having less redundant data entry, which will significantly reduce their workload and improve productivity."

ClientBuilder, with integration to Microsoft Outlook, helps loan officers manage, track and report on activities such as making referrals, recording call details and updating pipeline and sales reports. The module also allows managers to create reports regarding loan officer activity and forecast pipeline activity.

"Unlike other CRM systems, ClientBuilder was built specifically for bankers," explained Jim Pinckney, CEO of William James. "Because of the multi-faceted relationships institutions have with their clients, we developed our products to have characteristics unique to the financial industry - not just the ones that are offered in a generic CRM system. The alliance with CCS provides a natural extension to ClientBuilder addressing access to core systems and other important integration issues in the banking world."

With the CRM module integrated into CustomLender, loan officers with overall client responsibility will not only be able to manage their loan portfolios, but also coordinate and manage all client initiatives in other divisions of the bank, such as treasury, wealth management and trust.

About Custom Credit Systems

Custom Credit Systems is a premier provider of integrated, end-to-end, straight through credit processing and credit maintenance systems, via its CustomLender(R) product suite and other specialty modules. Custom Credit Systems has supported the unique needs of the leading financial institutions in the United States for more than 19 years. Several top ten financial institutions in the United States use Custom Credit Systems products to streamline their operations, provide better customer service and enhance their return to shareholders. The company is also a leading innovator of technology to support the complex processing needs of the financial services industry.

For more information visit the company's Web site at www.customcreditsystems.com.

SOURCE Custom Credit Systems

Source: PR Newswire

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