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Q2 BCG 3

WEBINAR

Introducing YieldBuilder:
Driving Yield Improvements
at Your Commercial Bank

Thursday, January 20 at 2:00 PM EST

In today’s hyper-competitive commercial banking landscape, banks are looking to improve margins and build longer term pricing capabilities even as they pursue volume growth in commercial lending. Effective loan pricing has continued to be one of the top challenges for commercial banks in North America and Q2 | PrecisionLender and BCG have joined forces to help solve this industry challenge.

Join us for this webinar, in which we’ll walk through our joint solution, YieldBuilder, and how it can used for all commercial loan products. You’ll learn about YieldBuilder’s unique features and benefits including:

  • Improving returns without impacting win rate
  • Delivering AI and machine learning solutions to bring science to “relationship” pricing
  • Relationship Manager buy-in and ensuring high adoption and upskilling of relationship and sales managers on value-based pricing
  • Best-in-class market benchmarks on loan spreads
  • Seamless integrations with commercial bank tech systems, with customizable features, user-friendly interface, and real-time coaching for Relationship Managers­
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Thursday, January 20 at 2:00 PM EST

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About the speakers:

Sumitra Karthikeyan
Sumitra Karthikeyan, Partner and Managing Director

Sumitra Karthikeyan is a core member of the Financial Institutions (FI) and Marketing & Sales practices at Boston Consulting Group....

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Sumitra Karthikeyan is a core member of the Financial Institutions (FI) and Marketing & Sales practices at Boston Consulting Group. She is BCG’s global lead for securities services and the North America lead for revenue growth in FI.

Sumitra works with FI clients across commercial, capital markets, payments, retail, and wealth, as well as on revenue enhancement strategy. She leads large programs on pricing, share of wallet, retention, client segmentation, and coverage model. She also helps financial institutions build capability and drive impact through data analytics. Sumitra is a transaction banking expert with deep knowledge of products, industry trends, and client behavior in both treasury solutions and securities services. Her clients include top global and regional banks.

Before joining BCG, Sumitra worked as a senior consultant for Growth Ventures Group, a boutique retail consulting firm; as a Marketing Manager at Citigroup Credit Cards, Dubai; and as a Brand Manager for Perfetti Van Melle Group, India, managing a portfolio of confectionery brands.

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Greg Demas
Greg Demas, VP, Client Development

Greg Demas is Q2 | precisionlender's VP of Client Development. Greg joined PrecisionLender in October 2018 after being a client...

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Greg Demas is Q2 | precisionlender's VP of Client Development. Greg joined PrecisionLender in October 2018 after being a client and member of its Client Advisory Board (CAB) since 2014. Prior to PrecisionLender, Greg was Director of Transformation at Popular Bank, a $10B bank with operations in New York City and Miami. At Popular, Greg led all aspects of Commercial and Retail Transformation, including pricing and profitability management, digital innovation and branch transformation. Greg has also held roles in technology and finance for JPMorgan’s Corporate & Investment Bank. He holds a BA in Finance from the University of Illinois at Urbana-Champaign and lives with his wife, Amy, in Austin.

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Tim Shanahan
Tim Shanahan, VP Client Strategy & Global Partnerships

Tim is VP Client Strategy & Global Partnerships for Q2 | precisionlender. His team is accountable for client revenue retention,...

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Tim is VP Client Strategy & Global Partnerships for Q2 | precisionlender. His team is accountable for client revenue retention, revenue growth, and building key partnerships that drive new client acquisition. Prior to joining PrecisionLender, Tim had a long career in commercial banking at Citizens Bank (NYSE: CFG) and Bank of Montreal (NYSE: BMO). A current and lifelong resident of the Chicago area, Tim received his B.S. in Economics from Northwestern University where he received Summa cum Laude honors.

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