Resources

How to Leverage Data at Your Bank [Podcast]

This week, George Neal, Chief Analytics Officer at PrecisionLender, sits down for a second time with Maria Abbe to answer some of your questions about cleaning up and better leveraging your data. Helpful Links Love Your Data, Part I George Neal - LinkedIn Podcast...

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Podcast: Love Your Data

Data is a key differentiating factor for all organizations. Knowing where your data is unique, and where there is sufficient data to draw distinction is critical to moving data from dead weight to working asset. PrecisionLender Chief Analytics Officer George Neal...

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Podcast: Meet Andi

On rare occasions, we'll dedicate an episode to something new in our pricing platform, but it's really got to be special to stray from our usual programming. The background behind the creation of Andi fits the bill. In this podcast, Jim Young and Carl Ryden talk about...

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Podcast: Designing for Humans, Not Averages

It's common practice in the banking industry to design for the average customer. In this podcast, Carl Ryden shares why you should design experiences for the edges instead.     Helpful Links TED Talk: The Myth of Average 2017 - The Year Data Made Bank Why Your Average...

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2016 Highlights & 2017 Roadmap, January 2017

This has been our favorite year yet thanks to the hundreds of banks and thousands of lenders we get to work with! In this webinar, Carl Ryden, CEO & Co-Founder reflects on changes made in the last year and shares the future of PrecisionLender. You'll learn: What...

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Podcast: Earn It – Chapter 12

In this podcast, we review the high points of Chapter 12 of "Earn It," which is titled "How Will You Earn It in the Future?"     Helpful Links Chapter 12: How Will Your Bank 'Earn It' in the Future? Earn It: Building Your Bank's Brand One Relationship at a Time...

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January 2017 Newsletter

Highlights from the January Newsletter: Artificial Intelligence and its potential impact 17 Reasons to Attend BankOnPurpose Is bank data ready for AI? Artificial Intelligence: The New Digital Divide 2016 Highlights & 2017 Roadmap Indicative Swaps Pricing Read...

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Podcast: Buying vs. Building Technology

When it comes to the decision of buying or building technology, there is no "one size fits all" solution. In this episode, Dallas Wells and Maria Abbe discuss when you should consider building technology and when you should buy instead.     Helpful Links CIO: How to...

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Indicative Swaps Pricing, December 2016

  We are thrilled to announce that with the help of Chatham Financial, we have added the ability to provide indicative pricing on interest rate swaps to PrecisionLender! In this webinar, Dallas Wells, EVP Banking Strategies will speak with Ben Lewis, Managing...

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Podcast: How to Measure Lender Performance

Performance measurement has become a hot topic recently within the banking industry. In this podcast, we sit down with Rollie Tillman, VP of Delivery & Client Success here at PrecisionLender, as he discusses how performance measurement within PrecisionLender has...

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December 2016 Newsletter

Highlights from the December Newsletter: The Power of Continuous Improvement Trust and Transparency Setting Targets vs. Hurdles Acquisition, Pirates and Poker 10 Tips to Finish 2016 Right How Banks are Using Their Data Read...

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Podcast: Earn It – Chapter 11

If changing your bank’s pricing culture, tactics and tools seems overwhelming, that’s because it is. In this episode, Dallas Wells and Jim Young talk about harnessing the power of continuous improvement to tackle change, which is Chapter 11 in the Earn It: Building...

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Podcast: How Would Disney Run a Bank

There's a lot we can learn from other industries when it comes to Customer Experience. Making processes more efficient and cutting down wait times are only the beginning. In this podcast, Maria Abbe sits down with Scott Morgan, VP of Delivery & Client Success at...

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Podcast: Earn It – Chapter 10

In this podcast, Dallas Wells and Jim Young review the high points of Chapter 10 of "Earn It," which is titled "Get Your Lenders to Engage, Not Revolt." We'll review how to get your bank to embrace a culture of change and then, when that culture is in place - some...

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No One Wants a Loan, November 2016

  Your customers aren’t coming to you because they want a loan. They’re coming to you because they need what the loan will help them do. Whether that’s starting a business or keeping one running smoothly, understanding the “why” behind your customers’ desires is...

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Podcast: Trust & Transparency

In this podcast, we sit down with Jason Cohen as he talks honesty. Cutting corners and exaggerating the truth may seem appealing when competition is fierce and the next deal needs to get done. But does it actually result in more revenue and higher profitability? Cohen...

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November 2016 Newsletter

Highlights from the November Newsletter: Innovate or Die No One Wants a Loan Get Lenders to Engage, Not Revolt Helping Customers See Past Rate Banking on the Brain Managing Unsolicited Vendor Offers Read...

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No One Wants a Loan

Your customers aren’t coming to you because they want a loan. They’re coming to you because they need what the loan will help them do. Whether that’s starting a business or keeping one running smoothly, understanding the “why” behind your customers’ desires is key to...

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Aligning Strategy with Purpose, October 2016

You know your bank’s purpose – what you stand for and why you stand for it – and you know that your purpose should drive the decisions made within your bank. But how do you ensure that concept becomes a reality, particularly when it comes to tough choices, like which...

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Podcast: Sing It, Aretha!

Could the employees at your bank recite the company values? More importantly, do they treat their customers and each other with those values? In this episode, Maria Abbe and Jessica Stone talk about how giving respect results in a more efficient workplace.     Helpful...

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The Dos and Don’ts of Vendor Implementation

Before the ink has even dried on the contract, you may already be dreading implementing the new tool or system your bank has purchased. It doesn't have to be that way, though. In this week's podcast, Jim Young talks to Jess Stone, PrecisionLender's Director of Client...

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Podcast: Earn It – Chapter 9

Buying technology at a bank can be a frustrating, even intimidating, experience. But it can also pay off handsomely, if you know the pitfalls to avoid and the right questions to ask. In this episode, Jim Young and Dallas Wells discuss why vendor management is a lot...

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October 2016 Newsletter

Highlights from the October Newsletter: Choosing the Right Tool Aligning Strategy with Purpose AI for Banks Instigating Change Common Problems with Legacy Vendors The Merits of Continuous Budgeting Read...

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