PLUniversity - Webcast Series

Upcoming Webinars

Become a better banker in 30 minutes. Sign up for one of our educational webinars to learn about pricing, growth, and profitability from industry experts.

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Past Webinars

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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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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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 key...

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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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The Psychology of Pricing, September 2016

Your offering needs to have the features clients want, and a price they are willing to pay. This comes down to value. But how do you communicate this value to the client? That really matters, because if value is lost in communication, it might as well not be there. In...

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Deep Dive into New Features, May 2016

  PrecisionLender truly values our clients’ ideas and recommendations on how to further enhance our product. In fact, many of our great features came to light as a result of feature requests from users! Dallas Wells, EVP of Banking Strategies, walked through some of...

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Developing Great Lenders, March 2016

  All banks realize their top lenders are critical to the bank’s future performance. Because lenders allocate so much of the capital, their success (or lack thereof) will dictate the bank’s profitability and risk profile for years to come. Given that dynamic, the top...

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2016 Dashboards and Reporting, February 2016

  Reporting is a necessity in the banking industry providing valuable business intelligence on bank performance, pipeline trajectory, and competitive pressures. An organization’s ability to surface this information to anyone who impacts the bank’s business- from the...

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2015 Highlights & 2016 Roadmap, January 2016

  We have the incredible fortune to work with hundreds of banks and thousands of bankers all across the country, allowing us to get valuable feedback on how to improve our user experience and continue to make our solution better. Please join us for a 30-minute...

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Using Scenarios To Win More Deals, November 2015

  In today's low rate lending environment, borrowers often come into your bank with another competitive offer already in hand. They want you to show them that you can meet their specific needs with alternative terms and options. How can you show an explicit comparison...

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Microsoft Dynamics Integration, September 2015

  Integrating your bank’s pricing with leading CRM systems creates richer opportunities for lenders and offers comprehensive reporting for management. So how is PrecisionLender working to maximize the value of your CRM? In this webcast, Mike Finger, a member of our...

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Commercial Loan Pricing Strategies, August 2015

  Commercial loans are one of the main drivers of profitability at the bank. When a valuable opportunity arises to price a commercial loan, we want lenders to exercise best practices and know exactly what pricing strategies to consider in order to win the deal. But...

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Aligning Pricing Tactics with Bank Strategy, July 2015

  Pricing is, perhaps, the most effective tool we have to steer the bank. Unfortunately, far too often, the individual pricing decisions we make don't align with the bank's overall goals for growth, profitability, and risk mitigation. So, how do we ensure that we are...

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Opportunity Pricing & Relationship Profitability, June 2015

  For truly successful lenders, relationships are a lot more than a collection of accounts with a balance and a monthly payment. The best lenders focus on their borrower's needs, and build each relationship on a foundation of trust and mutual benefit. So what do great...

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The Case for a Chief Pricing Officer, May 2015

  Pricing may be the most important function that happens in the bank on a daily basis, yet in most banks, no one person really "owns" the process. With so many cooks in the kitchen, is it even possible to properly align pricing tactics with the bank's big picture...

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Bank Vendor Risk Management, April 2015

  Choosing (and then managing) vendors in the banking space is no picnic... especially when market and regulatory pressures push banks to outsource significant aspects of the business - including many that are mission-critical. So how do you identify vendors you can...

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Updating your Loan Pricing Assumptions, March 2015

  PrecisionLender users have priced over $23B in loans and deposits so far this year, and many of our clients look to us to help them determine the most accurate inputs to the system... everything from origination & servicing to capital, duration, float, and reserve....

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Banking’s Biggest Question in 2015, February 2015

  This year will feel really familiar to most of us, but there's one question that will be VERY different. Get the right answer and you'll outperform your peers and set yourself up for success in the years to come. Get it wrong, and you'll fall further behind. The...

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2014 Highlights / 2015 Roadmap, January 2015

  In this session, Carl Ryden highlights some of the improvements we made to PrecisionLender in 2014, including things like... Integration with CRM systems like Salesforce and workflow systems like NCino The ability to understand gross & net funding, and net...

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Attracting Customers in 2015 and Beyond, December 2014

  An ad in the paper and a poster in the window are no longer enough. Over the last 20 years, the web has fundamentally changed how we communicate, how we share, and who we trust. For businesses trying to grow, it's a constant struggle just to keep up. In this...

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Strategies, Best-Practices, Insights, November 2014

  PrecisionLender is used to price nearly $100 Billion in commercial loans every year, and we have the pleasure of working with some of the most effective lenders in the country. In this session, Carl Ryden takes much of what we've learned and boils it down into a set...

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Accumulated Other Comprehensive Income, October 2014

  When you file your December 2014 Call report in early 2015, you will almost certainly need to determine whether your bank will “opt into or out-of” including Accumulated Other Comprehensive Income (AOCI) in regulatory capital. The new capital regulations issued in...

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Basel III and US Regulatory Capital. September 2014

  >As you know, the Basel Committee adopted a series of global reforms, commonly known as Basel III, in an attempt to improve the resilience of banks. These reforms require an increase in both the quality and quantity of capital in the system, and introduce new...

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Interest Rate Risk – A Regulatory Priority, August 2014

  Over the last four years, smaller community banks (less than $10B in assets) have doubled their long-term holdings - moving from 18% to 36%, while larger banks have held fast. This trend has drawn the attention of regulators who are concerned that community banks...

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Salesforce Integration, July 2014

  If you're using Salesforce to track & manage your relationship activity, you'll definitely want to watch this session. Carl shares the details of our recently released Salesforce Integration module and demonstrates how it works. Most importantly, he discusses the...

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Managing Complex Relationships, June 2014

  Many of your best relationships may be with entrepreneurs who own more than one business, with multiple tax IDs and legal names. Keeping everything straight and making sure you're managing the ENTIRE relationship can be tricky. In this session, Carl shares...

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PrecisionLender 101 – Back to Basics, May 2014

  In this session, Carl touches on many of the topics covered during your on-boarding training & strategy sessions so it's ideal for new users or seasoned pros looking for a refresher. That includes topics like... Managing your opportunity pipeline to keep things...

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