FISCALVision Software Solutions
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PrecisionLenderLender Performance Group
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Related Products
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About
For over thirty years, our products have delivered standardization and efficiency to banks and credit unions across the country. We understand how you work. Fiscal spreading and tracking are products of Vision Software Solutions. We’ve worked with thousands of bankers for over three decades, and our average customer has been with us for more than 11 years. Because we understand the things that are important to you, our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading always balances consistency and flexibility. Again and again, as banking software providers we’ve heard that Excel-based statement spreading and tickler tracking processes are inconsistent, prone to error, and time-consuming. At the same time, we’ve maintained our products as stand-alone solutions because spreading and tracking are too critical to be treated as add-ons in large end-to-end systems.
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About
Our sales and negotiation software empowers commercial bankers with actionable insights and coaching, so they structure and price the best deals for the client and the bank. If bankers don’t use the software, nothing else matters. Our solution was built for relationship managers, to enable better client conversations. It gathers data without requiring time-consuming and redundant data entry. RMs know in the moment if each deal meets the terms of the bank and the client. RMs make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. They customize pricing assumptions and deal terms, compare options relative to the bank’s profitability targets and competitive offers. The result: profitable, winning deals that shape the relationship. Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial institutions and banks searching for a community banking software solution
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Audience
Bankers and companies interested in a CRM solution to improve their processes
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$7600 per year
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationVision Software Solutions
www.visionsoftwaresolutions.com
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Company InformationLender Performance Group
Founded: 2009
United States
precisionlender.com
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Categories |
Categories |
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Commercial Loan Features
Asset Management
Not Supported
Audit Trail
Not Supported
Complex Debt Structures
Not Supported
Dashboard
Not Supported
Document Management
Not Supported
Exposure Management
Not Supported
Lead Management
Not Supported
Pipeline Management
Not Supported
Risk Management
Supported
Trend Analysis
Supported
Financial Reporting Features
"What If" Scenarios
Supported
Audit Trail
Not Supported
Balance Sheet
Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Not Supported
Forecasting
Supported
General Ledger
Not Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Not Supported
Profit / Loss Statement
Supported
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Commercial Loan Features
Asset Management
Supported
Audit Trail
Not Supported
Complex Debt Structures
Supported
Dashboard
Supported
Document Management
Not Supported
Exposure Management
Supported
Lead Management
Supported
Pipeline Management
Supported
Risk Management
Supported
Trend Analysis
Supported
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Integrations
No info available.
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Integrations
No info available.
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