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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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No back room deliberation. No double checking. No convoluted spreadsheets. No expensive delays.

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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.

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Never lose a profitable relationship opportunity again

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PrecisionLender Clients vs. the Competition (Year-over-Year)

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PrecisionLender clients outperformed their peers in all of these annual* metrics. Margin growth is calculated on a risk-adjusted basis.

*Based on FDIC numbers calculated year-over-year, from September 2018- September 2019