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PrecisionLender is excited to join the Q2 Holdings, Inc. family! Learn more

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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 q2 2019

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.

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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

+10bps Margin Growth 8.76% Increase Loan Growth 7.64% 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 0.81%.

*Based on FDIC numbers from December 2017-December 2018

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Resources & Events

Portfolio steering webinar sm Webinar
How to Steer Your Bank’s Portfolio Through an Economic Downturn

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.

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How to Improve Your Bank's Cross Selling Strategy

Cross-sell a range of products, expand client relationships, and then track that those promised accounts arrive on the books.

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Commercial deposits slide in Report
Market Insights: Commercial Deposits

Find out what’s happening in the commercial deposits market and get answers to your most pressing questions.

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