Spreadsheets don’t help your banker see the full relationship - just a single transaction. They can’t show them the blended profitability of a full-product bundle. They offer no way to collaborate with other departments on deals and no way to ensure accounts promised in a deal eventually make it onto the books.
Your spreadsheet isn't a tool - it's an obstacle.
Wondering what other ways your spreadsheet is failing you? We've got a whole list
PrecisionLender gives bankers a view of the full client relationship and its profitability when they’re working on a new opportunity with in-app coaching, alerts, and real-time guidance built specifically to expand customer relationships. With Andi®, PrecisionLender’s digital coach, bankers get timely cross-sell suggestions while structures and products are still being discussed.
And PrecisionLender’s Delivery to Promise functionality ensures that the non-credit revenue accounts agreed to in the deal end up on the bank’s books.
Want to see it in action? Get a custom demo for your bank
Let us show you how PrecisionLender can help your bank win more deals and strengthen your existing relationships.