PrecisionLender

PrecisionLender

Lender Performance Group
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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.

About

​Sympera AI is a relationship banking platform that helps banks identify opportunities, deepen client relationships, and drive organic growth. By combining external market intelligence with bank data, Sympera delivers prioritized, banker-ready actions that help relationship managers focus on the clients and opportunities that matter most. The platform continuously monitors business developments, growth signals, leadership changes, expansion activity, and other relevant events to uncover prospecting, cross-sell, treasury, retention, and relationship-deepening opportunities. Sympera equips bankers with actionable insights, client intelligence, and conversation guidance that support more timely, relevant outreach. Designed for commercial, business, and relationship banking teams, Sympera helps banks improve coverage, increase productivity, uncover new revenue opportunities, and strengthen customer relationships without adding headcount

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Bankers and companies interested in a CRM solution to improve their processes

Audience

Banks interested in an AI solution to grow their client portfolio and enhance relationships with customers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$7600 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lender Performance Group
Founded: 2009
United States
precisionlender.com

Company Information

Sympera AI
Founded: 2024
United States
sympera.ai/

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
PrecisionLender

PrecisionLender

Lender Performance Group
FISCAL

FISCAL

Vision Software Solutions

Categories

Categories

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integrations

No info available.

Integrations

No info available.
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