Give your RMs a continuous, real-time view into what is both impactful to the bank and actually achievable.
Andi® is our virtual insights analyst. She gathers data on what’s winning and what’s losing and delivers in-the-moment advice to help craft winning, proﬁtable deals. She provides impactful coaching, in context and at scale.
Andi suggests multiple pricing options to meet both the client’s goals and the bank’s return target. She ﬂips the conversation from just rate and term to other possible structures such as amortization, term, loan to value, non-credit products or collateral.
Stop the race to the bottom by competing on rate and term alone. Andi suggests multiple ways to win versus your competition. She understands your competitive playbook, shows the full impact of the deal, so you can win valuable deals and leave unproﬁtable deals for the competition.
RMs instinctively know that one deal can solidify or jeopardize the client relationship but don’t always have the data needed to drive their deal structure decisions. Banks feed us the relationship information from core system to reﬂect credits, loans, deposits, and treasury services. PrecisionLender provides data to tell the full story, present options and show the deal’s impact on the relationship if it is won or lost.
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Have enhanced control over the sophisticated insights and coaching your RMs receive.
Market-level intelligence and coaching delivered in-the-moment by Andi, PrecisionLender's digital enterprise coach.
We're no longer just talking about this loan or that loan. We're talking about relationships and customers.
Before, they had a model that they used as something to complete a hurdle or get out of the way. Now they have a tool that can help them do their job.
See why over 200+ banks worldwide use PrecisionLender to improve their profitability, growth, and client experience.