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Achieving Primacy: Is Your Bank Ready?

Thursday, October 21 at 2:00 PM EST

Becoming the primary bank for valued customers has always been an aspiration for financial institutions. But in this current environment of shrinking margins and rising competition, primacy status has moved from “nice to have” to “must have” for many banks.

Join us for this webinar, in which PrecisionLender will walk through how our software can help your bank turn Primacy into a reality. You’ll learn:

  • How recent commercial market activity confirms the need to focus on achieving Primacy.
  • The different ways PrecisionLender helps banks overcome obstacles to achieving Primacy.
  • The new solution PrecisionLender is building that will give banks a huge leg up in the Primacy race.
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Thursday, October 21 at 2:00 PM EST

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About the speakers:

Jason Carr
Jason Carr, Head of Regional Banking Client Development

Jason Carr leads the Regional Banking Client Development team at Q2 | precisionlender. Jason joined PrecisionLender in July of...

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Jason Carr leads the Regional Banking Client Development team at Q2 | precisionlender. Jason joined PrecisionLender in July of 2021 after 26 years in Commercial Banking at SunTrust Bank, RBC Bank, and PNC Bank. Jason has held numerous roles in business development, relationship management, technical consulting, and product management. Most recently before joining PrecisionLender, Jason led PNC’s Georgia Commercial Banking and Southeast Middle Market Treasury Management Sales teams. He holds an MBA from the University of Central Florida, is a Certified Treasury Professional, and lives with his wife, Kristin, and two children, Brett and Abby, in Atlanta, Georgia.

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Ben Cash
Ben Cash, Product Manager

Ben Cash is a Product Manager for Q2 | precisionlender. In his role, Ben owns the Premium Treasury Pricing module...

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Ben Cash is a Product Manager for Q2 | precisionlender. In his role, Ben owns the Premium Treasury Pricing module working with product engineering teams to build an experience elevating Treasury Officers to first class citizens. Ben joined PrecisionLender in November of 2020 after his previous career with JP Morgan & Chase working as a data scientist. He holds a MS in Advanced Analytics from NC State University and lives with his wife and son in Raleigh, NC.

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Gita Thollesson
Gita Thollesson, Senior Solutions Strategist

Gita Thollesson is a Senior Solutions Strategist at Q2 | precisionlender. Her focus is on helping clients maximize relationship profitability...

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Gita Thollesson is a Senior Solutions Strategist at Q2 | precisionlender. Her focus is on helping clients maximize relationship profitability through actionable market insights. Prior to joining PrecisionLender, she spent 12 years at S&P Global Market Intelligence as Director of Analytics for S&P’s commercial loan middle and lower middle market information and advisory business, where she was charged with growing banks' top-line revenue through proprietary fee, interest income, and ROE enhancing initiatives within the constraints of competitive markets.

Thollesson has more than 35 years of experience in the financial services industry, including more than 30 years in the global bank loan market. Prior to joining S&P, she held management positions with Automated Financial Systems as Manager of Analytics and Loan Pricing Corporation as SVP and Director of Portfolio Valuation Services and Director of Middle Market Analytics. During her tenure with Loan Pricing Corporation, Thollesson designed, developed, launched and marketed several performance oriented analytic products to help banks across the U.S. and Canada maximize revenue while remaining competitive. She also worked with Salomon Brothers as an equity analyst and with Data Resources Inc. as a financial consultant.

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