We all know each client is valuable to the bank, but do we REALLY know how to measure that value? Truly great lenders precisely measure the value of each relationship so they are better prepared to fight for the valuable ones and know when to walk away from the less profitable.

In this 30-minute webcast, Scott Morgan, VP Delivery & Client Success will share a few ideas we’ve learned from the best in the business.

Key Takeaways

  • What PrecisionLender does to quanitfy the value of a relationship if you win the deal vs. what is at stake if you lose.
  • How to price a new opportunity in the context of an existing relationship
  • Why relationship awareness is crucial when decided “when to stay and when to walk away”