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Understanding and Improving Your Bank’s Relationship Profitability

Tuesday, May 11th at 2:00 PM EST

About this webinar:

What are the relationships that drive revenue and profitability at your bank? What do they look like? Is your bank focused on maximizing those relationships and getting more like them? Or is it spending too much time and too much of the portfolio servicing the wrong clients and selling the wrong products?

In this webinar, Dallas Wells and Rollie Tillman will share stories - both good and bad - of banks and their relationships. Some of the areas they'll cover include:

  • The questions banks should ask when analyzing their relationships.
  • How to ensure bank strategy maximizes relationship profitability.
  • How banks can use PrecisionLender to understand relationship profitability, set their strategy, and ensure RMs carry it out with each client and each deal.
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Tuesday, May 11th at 2:00 PM EST

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About the speakers:

Dallas Wells
Dallas Wells, SVP, Strategic Innovation

Dallas leads PrecisionLender’s strategic innovation. Prior to PrecisionLender, Dallas held executive positions at two US banks. Dallas graduated as a...

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Dallas leads PrecisionLender’s strategic innovation. Prior to PrecisionLender, Dallas held executive positions at two US banks. Dallas graduated as a Danforth Scholar from Washington University with a BSBA in Finance and is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University.

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Rollie Tillman
Rollie Tillman, Principal Solutions Consultant

Rollie is a Principal Solutions Consultant for PrecisionLender, a Q2 Company. As a Solutions Consultant, Rollie works with client and...

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Rollie is a Principal Solutions Consultant for PrecisionLender, a Q2 Company. As a Solutions Consultant, Rollie works with client and prospect banks to bring PrecisionLender’s value to life, demonstrating how banks can win better commercial deals and create stronger, more profitable relationships. This is accomplished by leveraging PrecisionLender’s world-class technology, arming bankers with the right information at the right time. Prior to joining PrecisionLender, Rollie spent 27 years working with banks ranging from regional community to worldwide money center banks, and held executive and leadership positions including lending business line executive, risk management, strategic initiatives, and customer information management. Rollie attended UNC Chapel Hill and has undergone the NC Bankers Association Advanced Management program.

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