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

Learn More Watch Video

No back room deliberation. No double checking. No convoluted spreadsheets. No expensive delays.

Software bankers use and love

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

Structure and price to win

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

Right advice, exactly the right time

Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data She delivers hyper-focused recommendations for this specific client, with this relationship, in this industry, in this market She delivers suggestions at the moment of truth, when the deal is being structured and priced

Extend your bank's technology impact

PrecisionLender is built upon a modern, open and secure API that enables easy integration with almost any other banking system

Never lose a profitable relationship opportunity again

PrecisionLender Clients vs. the Competition (Year-over-Year)

Q2's PrecisionLender clients outperformed their peers in all of these annual* metrics

• Based on FDIC numbers calculated year-over-year, from March 2021 - March 2022 It tackles a really complex thing like asset structuring and all those really important things that you need, but the rollout is very, very efficient I think that’s a testament to the architecture of the software

We're no longer just talking about this loan or that loan We're talking about relationships and customers

Managing Director, First National Bank of Omaha Before, they had a model that they used as something to complete a hurdle or get out of the way Now they have a tool that can help them do their job

• Dec 8, 2020 Banks intensifying loan review schedule find it pays off Read the Article
• Oct 8, 2020 Warning signs in loan books: Scruffy lawns, shrinking bank accounts Read the Article
• Aug 12, 2020 Outside of PPP, it's crickets in small-business lending Read the Article
• Jun 25, 2020 PrecisionLender Announces 2020 Purposeful Banker Award Winners Read the Article