Featured Resources

Onboarding Tales: Lessons for Banks Bringing on New Customers

We share stories of onboarding experiences gone awry and discuss the lessons banks can learn from them. We also share tips on ways banks can get it right, right from the start.

The 6 Key Elements of Successful Customer Onboarding

Jack Hubbard, Chief Experience Officer at St. Meyer & Hubbard, shared how to successfully onboard a new commercial client in a PrecisionLender webinar. Here's a quick breakdown of his 6 key elements.

Hey Bankers, The Work You Do Matters

We were inspired by the great speakers we heard at American Bankers Association's Conference for Community Bankers this February. Here's what struck us the most.

Winning Tactics of Top RMs: Performance-Based Pricing

Gita Thollesson, SVP for Client Success and Market Insights at PrecisionLender, discusses another tactic used by the best commercial RMs: performance-based pricing, aka grid pricing.

Fee Discipline Has Improved. Here’s Why.

In a recent PrecisionLender report, The State of Commercial Banking: Jan. 2019 Market Analysis, we learned that fee discipline has improved. Here's why.

The Pain of Selling New Bank Products

Why do banks sometimes struggle to sell new products? Where are the pain points in their processes? And what do they need to do differently to ensure that new products lead to new revenue streams?

Why Your Bank's CRM Is Failing

Lot of banks have implemented or are in the midst of implementing CRMs. But many of those banks aren't getting the most out of their CRMs. What's causing the problem? And how can banks fix it?

How Does Your Commercial Bank "Coach"?

"Coaching" is becoming a very important topic for commercial banks. What does "coaching" mean? Where can it provide an impact, and what role does tech play in it?

Applied Banking Insights: Gather. Analyze. Act. Improve.

Learn about Applied Banking Insights, a technology framework banks use to: Gather the right data; Analyze it and generate powerful insights; turn those insights in action; improve with every action.

What Can Andi Do for Your Bank?

Learn more about Andi, PrecisionLender's virtual insights analyst. Andi delivers the intelligence of the bank to relationship managers at the right time, and in the right context.

Top 5 Ways to Make Sure Your Bank Tech Empowers

Carl Ryden recently spoke at the Business of Software Conference Europe 2018. Here's his talk from the conference and what you can learn about bank tech.

6 Lessons Banks Can Learn From NBKC

NBKC is a community bank that is not only surviving, it's thriving - growing its lending business into new markets. What are some of the lessons other bank's can take from NBKC's success?

How Banks Can "Uberize" Deposit Pricing

What deposit strategies and tactics should banks be employing in a rising rates environment? And what lessons can Uber offer on how to attract and retain properly priced deposits?

3 Problems You Avoid When You Have a Pricing Tool You Can Use Earlier in the Deal Process

What would happen if you could use your pricing tool earlier in the deal process? Well, you'd avoid these three common problems, for starters.

7 Habits of Highly Successful Relationship Managers

Wondering what separates the best relationship managers from the rest? Bank sales training guru Ned Miller provides his list of the habits all top RMs share.

Innovating to Win: Putting Customers First

Why should your bank be putting resources into innovation? Why should customers be the focus of those efforts? And what are the outcomes of customer-centric digital transformation?

The Financial Brand: 5 Surprising Traits of Digital Banking Winners