Audience
Bankers and companies interested in a CRM solution to improve their processes
About PrecisionLender
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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Pricing
Starting Price:
$7600 per year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Lender Performance Group
Founded: 2009
United States
precisionlender.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
PrecisionLender Frequently Asked Questions
PrecisionLender Product Features
Commercial Loan
Asset Management
Supported
Complex Debt Structures
Supported
Dashboard
Supported
Exposure Management
Supported
Lead Management
Supported
Pipeline Management
Supported
Risk Management
Supported
Trend Analysis
Supported
Audit Trail
Not Supported
Document Management
Not Supported
