Modernize indirect lending: CRM strategies for dealer management and onboarding

Wipfli Insights Team

Jul 21, 2026

Financial institutions are rethinking how they manage indirect lending programs — moving away from manual processes and disconnected systems that limit visibility and create friction.

In this webinar, Wipfli and Creatio Financial Services demonstrate how CRM-based accelerators can help centralize dealer management, automate onboarding and convert indirect borrowers into long-term customers.

By watching, you’ll learn how to:

Centralize dealer data and monitor performance through CRM workflows, dashboards and reporting.
Automate indirect borrower onboarding to support consistent engagement and early cross-sell opportunities.
Use modern CRM accelerators to create a single source of truth across onboarding, dealer activity and reporting.
Improve efficiency and visibility across indirect lending programs.

This webinar is designed for leaders who are responsible for indirect lending, dealer relationships, onboarding, operations, digital strategy and customer growth.

Watch this session to learn how CRM modernization can support stronger dealer programs and more connected borrower experiences.