Advanced client management
Effortless approach to opening and managing client credit lines and accounts.
Talea®
Our exclusive, cutting-edge platform for account automation.
Leverage our proprietary framework to streamline your loan process
Talea’s advanced technology enables straight-through processing, quickly connecting clients to the borrowing power of their portfolio.
Advanced client management
Effortless approach to opening and managing client credit lines and accounts.
End-to-end service
Track the status of new loans from application through account funding.
Automated, streamlined experience
Most loan approvals are achieved with full automation, with “meet once, sign once” documentation that eliminates the need for secondary closing packages.
Improved collateral management
Sophisticated portfolio monitoring controls risk to protect client assets and advisory relationships.
Less risk/data entry
Enhanced system security, easy authentication and less user input/fewer keystrokes.
Quick evaluations
Fast, accurate drawing-power simulations from your desktop through the Talea account automation platform.
Talea® | Lync™
A secure, web-based Salesforce Experience Cloud application, enabling you to easily monitor clients’ accounts with The Bancorp.
Salesforce Cloud Experience is a trademark of Salesforce, Inc.