Your Rules, Your Way: Automate Your Approvals Without Compromise
19
6:00 PM - 6:45 PM
Unsure how to automate your SMB approval process while upholding unique institutional protocols? Hear directly from Greg Snell, SVP of Operational Risk at Priority, on how they overcame their complex workflow challenges to achieve faster approvals and accelerate revenue using the Worth platform.
Priority, a leading payments and banking solutions provider, needed a solution to streamline merchant onboarding & underwriting. Discover how Worth empowered them to:
- Gain Full Control: Seamlessly integrate their unique underwriting playbook and customize onboarding to fit their business model.
- Implement Configurable Workflows: Build flexible, automated decisioning rules tailored to their complex needs, including unique, dynamic fields specific to Priority.
- Simplify Reviews: Leverage enhanced case management with inline editing for real-time application updates.
Don't know where to start? Worth Score™ goes beyond traditional scoring to deliver deep insights for confident, accelerated approvals, identifying opportunities and mitigating risks.
Join us for this 30-minute webinar with an extended Q&A session. Don't miss this deep dive into how Priority achieved a "big win" by leveraging Worth's powerful, configurable platform.
Speakers
Greg Snell
SVP of Operational Risk @ Priority
Greg Snell is a seasoned executive with over 25 years of experience in the banking and financial services sector, currently serving as SVP and Head of Operational Risk at Priority Technology Holdings. His extensive background encompasses risk management, operational oversight, and strategic planning. Greg has a proven track record of enhancing operational frameworks and implementing effective risk management processes across various organizations. He has led teams at both regional and national levels, demonstrating strong leadership and adaptability in high-pressure environments. Greg's career trajectory includes significant roles at major financial institutions, where he has consistently driven improvements in operational efficiency and compliance. His educational foundation in Business Management from Virginia Tech complements his practical experience, making him a well-rounded leader in the financial industry. Beyond his professional commitments, Greg is passionate about fostering innovation and sustainability within the banking sector.
Blaine Dawson
COO @Worth
As Worth's Chief Operating Officer, Blaine is focused on driving internal operations, delivery, and implementation to guarantee a seamless customer experience for enterprise clients from onboarding to production. He is a proven GTM executive with over eight years of management experience in software, payments and fintech, bringing a wealth of knowledge from successfully scaling operations during his tenure at FieldPulse and Stax.
Jenn Carlin
Head of Customer Success @Worth
As Worth's Head of Customer Success, Jenn she leads post-sale strategy and strengthens retention, adoption, and expansion. With over 25 years in Customer Success, she has built scalable onboarding programs, data-driven health frameworks, and cross-functional processes that elevate the customer experience. Jenn is known for her strategic leadership, exceptional relationship-building, and ability to foster true partnerships with clients. She excels at developing high-performing teams and turning customer insights into impactful business outcomes.
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19
6:00 PM - 6:45 PM