Reinventing How Banking Works for Entrepreneurs – The Journey of Wendy Cai-Lee

Our CEO Wendy Cai-Lee spoke with Christina Sjahli on Her CEO Journey podcast: Reinventing How Banking Works for Entrepreneurs – The Journey of Wendy Cai-Lee.

  • My journey to build the first chartered bank in New York since 2008 (6:41)
  • Piermont Bank holistic approach to serving its clients (9:06)
  • Common struggles among women business owners (14:24)
  • The key takeaway of Paycheck Protection Program (PPP) (19:46)
  • Strong capital and cash position set Piermont Bank to actively offering more loans (24:02)
  • The type of financing offers by Piermont Bank (25:43)
  • The underwriting process to apply for financing at Piermont Bank (26:55)
  • A list of questions business owners must answer before applying for financing (28:02)
  • How a finance expert can help answer the questions raised by the bank (29:25)
  • The type of communication a lender expects from a borrower during any crisis (31:25)
  • Guiding a client to stress test the financial situation of the business (33:53)
  • Advice from a lender perspective to small business owners during COVID-19 crisis (36:28)

Click Read More below to get to the podcast.

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