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Understanding and Improving Your Bank’s Relationship Profitability

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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