op: upsert

seniority__c:
Finance, Information Technology, Operations, Management

Manager +

sales_notes__c:
FINS – FS

Job Titles Exclusion • Back Office: AP, HR, Finance

Assets:

• Future Fit: How AI-Enabled Intelligent Document Processing is Modernizing Bank Operations

• Automation and Modernization Position Mortgage Lenders for Smart Growth

**TAL is still being finalised, there maybe changes to it.

Account List FS TAL (720 accounts)

job_titles__c:
Primary Job Titles

 • IT Leader: CTO, CIO, VP, Director of IT, IT Manager, Chief Digital Transformation Officer, Chief Innovation Officer

• Lending Leader: VP of Lending, VP Lending Operations, VP/Director of Process Improvement, VP Consumer Lending, VP Mortgage lending, VP Credit Officer, Director of Lending, VP of Underwriting and Credit Operations, Loan Manager

Secondary Job Titles

• Risk Management/Compliance Officer/Fraud Investigator

• New Business Leader/Branch Services/CX Officer

geo__c: USCAN

pricing_model__c: CPL

layers__c: ABM


titles_roles__c: Job Function Finance, Information Technology, Operations, Management

seniority__c: Manager +

sales_notes__c:
FINS – INS

Account List INS TAL (319 accounts)

Lead Cap 5 leads / company

Job Titles Exclusion • Back Office: AP, HR, Finance

Assets •  Information Unlocked: How Intelligent Document Processing is Driving Insurance Modernization

• The Aragon Research GlobeTM for Enterprise Content

**TAL is still being finalised, there maybe changes to it.

Account List INS TAL (319 accounts)

job_titles__c:
Primary Job Titles:

• IT Leader: CTO, CIO, VP, Director of IT, IT Manager, Chief Digital Transformation Officer, Chief Innovation Officer

• Insurance Claims Leader: AVP/VP/SVP of Claims, Claims Adjuster, Claims Examiner, Claims Director, Claims Operations Manager

Secondary Job Titles

• Policy/Underwriting Leader: VP of Underwriting, Risk Manager, VP of New Business