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PrecisionLender helps banks achieve primacy with their most coveted customers Learn How

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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.

Loans priced chart 2020

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.

Ecosystem desktop Ecosystem mobile

..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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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

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Resources & Events

Socb cta Report
The State of Commercial Banking - 2020 Market Analysis

With this guide you'll get market trends from 2019 that show the outlook, both opportunities and risks, in 2020.

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Market insights cta Webinar
Pricing Competitively With Market Insights

Learn how Market Insights gives banks the critical context needed to make informed decisions on credit opportunities, sales management, and portfolio makeup.

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Market trends webinar cta Webinar
The State of Commercial Banking - 2020 Market Analysis

Covering market trends from 2019 and discussing the outlook, both opportunities and risks, in 2020.

Watch now

View all resources

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