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Does your bank's pricing spreadsheet make the grade? Score your spreadsheet

Still not convinced? Check out these additional resources.

Partnership
Why Spreadsheets Aren't Built for Cross-Selling

Spreadsheets don’t help your banker see the full relationship - just a single transaction.

Learn more

Dividends
The Risks of Pricing with a Spreadsheet

Spreadsheets can’t offer multiple ways to structure a deal so that it’s priced appropriately for risk; it’s adjust the rate or... nothing.

Learn more

Discussion
No One Turns to a Spreadsheet for Advice

Spreadsheets can’t help management communicate with bankers, so there’s no way to offer contextual suggestions while actually pricing a deal.

Learn more

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