CAMELS News
Why are we using CAMELS BusinessLink (CBL)?
CBL is an new prospect/customer business development tool that increases usage of services within your bank, documents and expands banking relationships, establishes an automatic calling program, drives greater organic growth, provides an email reminder system, and...
How to Get Started Using CAMELS BusinessLink (“CBL”)?
How to quickly understand the navigation of CBL? Where can I get ‘how to’ information from within CBL? Navigation of CBL: Once you log-in to CBL your home page offers complete navigation information. Understanding Home Page Navigation/Top Page Menu Bar: Your Home...
How to Change/Reset Your Password in CAMELS BusinessLink
If you need to reset or have forgotten your password follow these simple steps (note reference arrows). Please note in Step V you will need to go to your email inbox and retrieve the verification code sent by Microsoft ensuring that it is you that has requested a new...
Entering My First Contact into CBL?
Identifying prospective and existing customers for securing expanded banking relationships is key to remaining a competitive independent bank. How do I start the Identification Process? CBL guides you through the process of identifying and capturing new prospective...
How To Place CBL Appointments Into Your Outlook Calendar
Placing your CBL Appointments and Tasks that you created in CBL immediately into your Outlook Calendar is a simple process requiring only a few clicks of your cursor. Once you have created and saved an Appointment or Task CBL generates an automated email sent directly...
Why are we using CAMELS ShareholderLink (CSL)?
CSL is a new investor/shareholder identification and management tool that increases the liquidity of your company’s stock, re-invents your shareholder base, supports capital offerings, drives greater organic growth, provides an internal trade desk, and provides direct...