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.
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.
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.
PrecisionLender is built upon a modern, open and secure API that enables easy integration with almost any other banking system.
..and we’ve established partnerships with some of the best organizations.
PrecisionLender clients outperformed their peers in all of these annual* metrics while limiting the rate of their past due commercial loans to just 0.81%.
*Based on FDIC numbers from December 2017-December 2018
Indicators your bank should be monitoring, setting up a team that can adjust your portfolio strategy, and how to ensure that strategy translates into tangible action.
Cross-sell a range of products, expand client relationships, and then track that those promised accounts arrive on the books.
Find out what’s happening in the commercial deposits market and get answers to your most pressing questions.