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Win better deals, build stronger relationships

Our sales and negotiation software empowers commercial bankers with actionable insights and coaching, so they structure and price the best deals for the client and the bank.

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The applied banking insights solution for bankers worldwide

Loans Priced Chart

Software bankers use and love

If bankers don’t use the software, nothing else matters. Our solution was built for relationship managers, to enable better client conversations.

It gathers data without requiring time-consuming and redundant data entry. RMs know in the moment if each deal meets the terms of the bank and the client.

Structure and price to win

RMs make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. They customize pricing assumptions and deal terms, compare options relative to the bank’s profitability targets and competitive offers. The result: profitable, winning deals that shape the relationship.

PrecisionLender Opportunity Screen
Andi Suggestions

Right advice, exactly the right time

Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data. She delivers hyper-focused recommendations for this specific client, with this relationship, in this industry, in this market. She delivers suggestions at the moment of truth, when the deal is being structured and priced.

Extend your bank's technology impact

PrecisionLender is built upon a modern, open and secure API that enables easy integration with almost any other banking system.

PrecisionLender Ecosystem PrecisionLender Ecosystem

..and we’ve established partnerships with some of the best organizations.

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Never lose a profitable relationship opportunity again

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Proven client success

+11bps Spread Growth 9.91% Increase Loan Growth 7.58% Increase Deposit Growth

PrecisionLender clients outperformed their peers in all of these annual* metrics while limiting the rate of their past due commercial loans to just 0.73%.

*Based on FDIC numbers from June 2017-June 2018

RMs like that PrecisionLender gives them different options ... They now have efficient ways to make the deal work and meet the needs of the customer.

Kyle Koelbel
Kyle Koelbel

Chartered Financial Analyst

PrecisionLender in the News

Resources & Events

Card Img 1 Webinar
7 Habits of Highly Performing Relationship Managers

Gain insights into what differentiates the best Relationship Managers from the rest of the pack.

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Purposeful Banker Podcast Podcast
How Banks Can "Uberize" Deposit Pricing

How Uber's business model can act as a guiding principal for banks seeking to attract and retain properly priced deposits.

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3 Probs Pricing Tool Blog Post
3 problems you avoid with a pricing tool

What if you had a pricing tool that can be used earlier, during the initial conversations with the client? Avoid these 3 pitfalls when you don't...

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