Latest Resources

Check out the latest content on today's lending landscape, tips from industry experts and commercial pricing strategies.

  • Talking Swaps With Chatham Financial [Podcast]

    Talking Swaps With Chatham Financial [Podcast]

    Jim Young and Dallas Wells sit down with Jimmy O'Boyle of Chatham Financial. You'll learn about the 2017 benchmark stats tracked by the Trading Desk, and what they mean for commercial banks.

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  • 3 Reasons Why You Need to be Cross-Selling

    Learn them now
  • Two Painful Lessons Commercial Banks Keep Ignoring

    Two Painful Lessons Commercial Banks Keep Ignoring

    If your commercial bank is clinging to outdated pricing technology, it's likely dealing with a host of unintended (and unwelcome) consequences.

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  • The Default Settings That Can Help Your Commercial Bank [Podcast]

    The Default Settings That Can Help Your Commercial Bank [Podcast]

    Jim Young and Dallas Wells discuss why default settings matter at your bank and how your default settings can either hinder or help you.

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  • Join us for BankOnPurpose! April 25-27, 2018 Austin, TX

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  • Is Your Bank Ready for CECL? [Podcast]

    Is Your Bank Ready for CECL? [Podcast]

    Jim Young sits down with Rollie Tillman, Managing Director at PrecisionLender, and David Andrukonis, Director at RiskSpan. They discuss what CECL means for banks and how you can best prepare for it.

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  • Rates Are Rising! So What Should Your Commercial Bank Do? [Podcast]

    Rates Are Rising! So What Should Your Commercial Bank Do? [Podcast]

    Jim and Dallas discuss rising interest rates. You'll come away with a clear understanding of the different ways rising rates will affect your bank and how you should adjust your tactics accordingly.

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  • Improving Pull-Through Rates With Better Tactics and Better Tech [Podcast]

    Improving Pull-Through Rates With Better Tactics and Better Tech [Podcast]

    Jim and Dallas discuss insightful and interesting tactics to help you improve your pull-through rates in this episode of the Purposeful Banker.

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  • What's Your Reason for Sticking With Old Banking Technology? [Podcast]

    What's Your Reason for Sticking With Old Banking Technology? [Podcast]

    How old is your bank's technology? Jim and Dallas discuss why you might want to keep old technology and how you can replace the old with the new.

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  • Why Don't Customers Trust Their Banks? [Podcast]

    Why Don't Customers Trust Their Banks? [Podcast]

    Why is the financial services industry the least trusted, according to the Edelman Trust Barometer? Katharine Briggs discusses possible reasons and how banks can earn back the trust they deserve.

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  • Your bank is better than the deals you're making.

    Learn Why
  • Is Your Bank on a CRE Treadmill? [Podcast]

    Is Your Bank on a CRE Treadmill? [Podcast]

    Jim Young and Dallas Wells discuss how your bank can get off the CRE treadmill and diversify its growth.

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  • Where Your Commercial Bank Needs to Focus Today

    Where Your Commercial Bank Needs to Focus Today

    Wondering where to take your commercial bank? Here's where we think you should focus to stay ahead of the competition.

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  • 7 Rules for Commercial Banking Innovators

    7 Rules for Commercial Banking Innovators

    Making innovation a reality at your commercial bank is a tough task. Here are seven ways to make sure your transformation process is a successful one.

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  • Building Your Commercial Bank Around Relationships

    Building Your Commercial Bank Around Relationships

    Commercial banks may talk about being relationship-based in their sales, but are they set up to execute that strategy? And is relationship-based banking a high enough priority?

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  • Is Your Commercial Bank Truly Relationship-Based?

    Is Your Commercial Bank Truly Relationship-Based?

    Relationship banking is a concept that's very important to commercial banks, but are they actually delivering the type of personalization and customer experience their clients expect?

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  • Reprice My Best Commercial Deal? Why?!

    Reprice My Best Commercial Deal? Why?!

    Sometimes there are very good reasons to reprice a deal that's already very profitable. George Neal explains when and why you should use this pricing tactic.

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  • Pricing Floating Rate Loans Using Libor or Prime: What's the Best Approach?

    Pricing Floating Rate Loans Using Libor or Prime: What's the Best Approach?

    Do loans priced on Libor outperform loans priced on Prime? Joel Rosenberg takes a closer look.

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  • Four Reasons Why Now Is the Time to Modernize Your Commercial Bank Technology

    Four Reasons Why Now Is the Time to Modernize Your Commercial Bank Technology

    Four big trends have combined to make create an window of opportunity for commercial banks to add much-needed technology.

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  • Prepayment and Maintaining Yield on Commercial Loans

    Prepayment and Maintaining Yield on Commercial Loans

    Learn why yield maintenance is the best method to compensate a financial institution for the lost interest and their interest rate risk in the early paydown of a loan.

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  • BankOnPurpose Networking Highlights1:02

    BankOnPurpose Networking Highlights

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  • 2018 Originating and Servicing Cost Default Assumptions

    2018 Originating and Servicing Cost Default Assumptions

    [Read time: 5 mins] PrecisionLender has again partnered with The Kafafian Group to review and update the platform’s default recommendations for loan origination and servicing costs.

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  • 2018 Risk Rating Default Assumptions

    2018 Risk Rating Default Assumptions

    [Read time: 5 mins] Here are our recommendations for annual loss, credit capital and guarantor factors.

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  • The 5 C's of Bank Vendor Assessment and Selection

    The 5 C's of Bank Vendor Assessment and Selection

    When vetting potential technology vendors at your commercial bank, it's critical that you ask the right questions and make sure you interpret their answers correctly.

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  • 3 Reasons Why You Need to be Cross-Selling

    Learn them now
  • For Commercial Banks, Complacency Is Not An Option [Podcast]

    For Commercial Banks, Complacency Is Not An Option [Podcast]

    "We're in the beginning stages of seeing the negative side effects of waiting." Jim and Dallas discuss why you shouldn't wait to innovate at your commercial bank.

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  • Loan Pricing & Profitability Modeling - Setting (and Updating) ROE Targets

    Loan Pricing & Profitability Modeling - Setting (and Updating) ROE Targets

    How to set your target return on equity (ROE) objectives to create a strong pricing discipline and control loans you win and which ones you decide not to pursue.

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  • Join us for BankOnPurpose! April 25-27, 2018 Austin, TX

    Learn more
  • Lessons Learned From Innovation Projects Gone Awry [Podcast]

    Lessons Learned From Innovation Projects Gone Awry [Podcast]

    Implementing new technology at your bank? You'll want to tune into this episode on what Dallas has learned from technology projects that haven't gone as planned.

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  • Pricing with Prime vs. Pricing with LIBOR [Podcast]

    Pricing with Prime vs. Pricing with LIBOR [Podcast]

    Listen as Joel Rosenberg, SVP of Delivery & Client Success at PrecisionLender, walks us through the simulations he did to answer the question: Should I price with Prime or LIBOR?

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  • Commercial Banks: Set Your Strategy, Target Your Customers, Then Execute [Podcast]

    Commercial Banks: Set Your Strategy, Target Your Customers, Then Execute [Podcast]

    Jim Young chats with Jeff Marsico, EVP at The Kafafian Group and writer of the blog, Jeff for Banks, on the importance of defining who your customers are and building a strategy to target them.

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  • Repricing and Refinancing a Lucrative Deal [Podcast]

    Repricing and Refinancing a Lucrative Deal [Podcast]

    In this episode, Jim Young sits down with George Neal to discuss why you would want reprice your best deal.

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  • How to Use Service Design to Wow and Win Your Customers37:19

    How to Use Service Design to Wow and Win Your Customers

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  • Laggards Lose in Today's Banking Landscape [Podcast]

    Laggards Lose in Today's Banking Landscape [Podcast]

    Jim Young and Dallas Wells chat about the risk of not taking risks in today's financial industry and why you need to be at the forefront of the changing environment.

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  • Using Service Design to Wow and Win Customers [Podcast]

    Using Service Design to Wow and Win Customers [Podcast]

    Tom Stewart and Patricia O'Connell, authors of Woo, Wow, and Win, share the concept behind service design and how you can use it to better your customer relationships.

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  • How Will the Tax Cuts Affect Your Bank? [Podcast]

    How Will the Tax Cuts Affect Your Bank? [Podcast]

    Jim and Rollie discuss how the new tax cuts will affect your bank and your business.

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  • Letting Go of Legacy Tools

    Letting Go of Legacy Tools

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  • Attracting and Building A Rock-Solid Team [Podcast]

    Attracting and Building A Rock-Solid Team [Podcast]

    Mikey Trafton, BankOnPurpose 2018 Speaker, joins us to chat about how to attract and hire a rock-solid team. He'll also share what he'll be covering at the BankOnPurpose Conference in 2018.

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  • Group Brainstorms At Your Bank? Bad Idea. [Podcast]

    Group Brainstorms At Your Bank? Bad Idea. [Podcast]

    Jim and Dallas discuss why brainstorms are ineffective and sometimes detrimental to your team. You'll learn how to have more productive meetings in this podcast.

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  • Banking Needs Personalization at Scale [Podcast]

    Banking Needs Personalization at Scale [Podcast]

    Jim and Dallas discuss the changes we're seeing in relationship banking and what you can do to better serve your customers.

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  • Current Pricing Struggles For Banks [Podcast]

    Current Pricing Struggles For Banks [Podcast]

    Scott Morgan discusses current pricing struggles and why banks need to share their data across the bank in order to better arm their RMs.

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  • Simple Can Still Be Powerful [Podcast]

    Simple Can Still Be Powerful [Podcast]

    Dallas Wells and Jim Young discuss why simple is sometimes better when it comes to bank technology.

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