Tradition Capital Bank was founded in 2005 around one simple idea: to build strong one-on-one relationships with their clients. Delivering a significantly higher level of service, their strategy is not to appeal to the masses, but to become a total solution for individuals who are seeking a more personal approach. To keep up with their continual growth, Tradition Capital Bank was in need of a time-savings tool that offered an efficient process with greater audit control. “We had already rolled out Concur Expense and knew we would go with the invoice tool. Concur Invoice is far superior to what we were using. I can easily extract data, look up requests and get images of invoices, instantaneously. When I open an invoice request today, a copy [of the invoice] is right there. I don’t have to retrieve it from a separate portal.” Blake Kloeckner, Finance Officer, Tradition Capital Bank
Concur Invoice is a risk management tool because nothing can get paid without dual approvals. It’s a great, overall encompassing tool that every finance team should have especially in a smaller business.
-Blake Kloeckner, Tradition Capital Bank