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Transforming Business Finance: Putting the Relationship Back in Relationship Manager

Putting the relationship back in Relationship Manager
In this article


For lending professionals, Levr.ai knows how demanding your job can be—balancing paperwork, data entry, and endless email follow-up while trying to build meaningful relationships with your clients. It’s a lot to juggle.

Feedback we often hear from lenders is that they spend so much time chasing paperwork and doing manual entry & review that they have little energy left to show up and build strong working relationships with clients. “I need to get the admin done, but really the most important thing is the client experience and our relationships. If only there were more hours in a day.”

Given the significance of relationships across various facets of business operations, building and nurturing these relationships should be a priority for any lending professional looking to thrive in today’s competitive financial industry. Customer relationships are crucial for business success. According to a study by Bain & Company, increasing customer retention rates by just 5% can increase profits by 25% to 95%.

Why we built Levr.ai

This is why we built Levr.ai, to help everyone on both sides of the small business loan transaction. Both business owners who are looking for capital, and the lenders they build trust with for financial solutions. Like a lot of things in life, while we see Jeff Bezos and Elon Musk launching rockets to Mars, Waymo self-driving electric cars picking passengers up in San Francisco, and ChatGPT getting stronger every quarter, we continue to see many aspects of small business loans stuck in 1998.

If only there was a way to eliminate those mundane tasks and let you focus on what truly matters; building strong client relationships and helping businesses grow. Meet Levr.ai, we do that.

The Future of Lending is Here

Levr.ai is set to revolutionize the lending process, using the power of artificial intelligence (AI) and machine learning (ML) to handle the tedious manual tasks. Here’s how Levr.ai can make your life easier as a lender:

  • Automate the boring routines: Imagine never having to deal with routine tasks again. Levr.ai takes care of data collection and initial document reviews, freeing up your time and ensuring everything is accurate and up-to-date.
  • Goodbye to repetitive data entry: Manually entering data is not only monotonous but also prone to errors. With Levr.ai, that’s a thing of the past. Our software automatically inputs and updates data, so you can focus on the more strategic aspects of your job—building strong client relationships to secure repeat business.
  • Use AI and outsource chasing clients: Chasing down clients for documents and keeping track of paperwork can feel like a never-ending task. Levr.ai keeps everything organized, sends reminders, and ensures nothing slips through the cracks. Faster approvals and smoother workflows? Absolutely!

Bringing Back the Human Touch

While Levr.ai handles the heavy lifting, you’ll be able to get back to doing what you do best—building and nurturing client relationships. Here’s how Levr.ai helps:

  • More time for client connection: With less time spent on admin duties, you can dive deeper into understanding your clients’ needs and goals. This means stronger relationships and more personalized financial solutions.
  • Proactive support: Levr.ai’s smart analytics give you valuable insights, allowing you to anticipate client needs and offer proactive support. This shifts the dynamic from reacting to problems to partnering in success, building trust and loyalty along the way. Higher job satisfaction and increased productivity can reduce turnover rates. According to Gallup, companies with engaged employees outperform those without by up to 202%.
  • You get to be the expert while AI does your admin: Freed from the mundane, you can focus on providing top-notch strategic advice. Now you’ll have meaningful conversations that drive growth and help clients navigate the complex financial world with confidence.

The Future Looks Bright

Levr.ai isn’t just another software tool; it’s a game-changer for the lending industry. By taking care of the nitty-gritty tasks, Levr.ai empowers you to provide financial solutions to small business owners more efficiently and effectively. 

The future of lending is not just about quicker transactions; it’s about fostering genuine relationships and driving long-term success for both lenders and small businesses. Strategic partnerships and alliances can open new markets, enhance innovation, and increase market share. A study by PricewaterhouseCoopers (PWC) found that 49% of executives believe forming partnerships is essential for growth and profitability.

What are you waiting for? Levr.ai is set to revolutionize the way you can scale up your lending shop by putting the relationship back in relationship management. Embrace the future with Levr.ai and watch your client relationships and lending portfolio—flourish.

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