Latest Resources

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

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

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

    Learn Why
  • 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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  • 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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  • 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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  • Why Most Banks Hate Their Pricing Models

    Why Most Banks Hate Their Pricing Models

    Is your pricing model actually nothing more than a simple costing model? Learn what factors can turn your costing model into a powerful pricing platform in this blog post.

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  • The Importance of High-Touch in a High-Tech World31:40

    The Importance of High-Touch in a High-Tech World

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  • Training vs. Coaching Your Relationship Managers [Podcast]

    Training vs. Coaching Your Relationship Managers [Podcast]

    Carl Coe, EVP of Client Development at PrecisionLender, talks about the difference between training and coaching your sales team, and which method provides the most value.

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  • BankOnPurpose 20181:29

    BankOnPurpose 2018

    We're heading bank to Austin next year for BankOnPurpose. Here's what you can expect!

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  • Implementation Insights

    Implementation Insights

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  • Focus on Customers, Not Competition with Jim Marous [Podcast]

    Focus on Customers, Not Competition with Jim Marous [Podcast]

    Jim Marous, co-publisher of The Financial Brand, shares some of the major changes coming to the banking industry and how banks can focus on customers during this time.

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  • Customer Experience in Commercial Banking [Infographic]

    Customer Experience in Commercial Banking [Infographic]

    Learn why commercial banking executives see the customer experience as the largest opportunity for growth.

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  • Banks at the Purpose Crossroads [Podcast]

    Banks at the Purpose Crossroads [Podcast]

    Lisa McLeod and Carl Ryden address the choice banks face regarding purpose and culture, as well as how those choices could affect your bank.

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  • Should You Price Loans with a Pencil or a Space Pen?

    Should You Price Loans with a Pencil or a Space Pen?

    Does your bank approach pricing with a pencil or space pen? Learn why simple is sometimes better and what the most innovative banks are doing to stay ahead of the game when it comes to pricing loans.

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  • Carl Ryden Talks About Trust and Community on Breaking Banks Podcast

    Carl Ryden Talks About Trust and Community on Breaking Banks Podcast

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  • Get Great RMs, Keep Great RMs [Podcast]

    Get Great RMs, Keep Great RMs [Podcast]

    Your relationship managers' success directly impacts your bank's success. Jim and Dallas discuss how to attract and retain top RM talent at your bank and create a culture that helps them thrive.

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  • The Psychology of Money: Get Hands on with Behavioral Science31:09

    The Psychology of Money: Get Hands on with Behavioral Science

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  • Lessons Learned From Over 50 Mergers and Acquisitions [Podcast]

    Lessons Learned From Over 50 Mergers and Acquisitions [Podcast]

    Rollie Tillman shares what he's learned from participating in over 50 bank mergers and acquisitions. You'll learn how to make the transition easier and what pain points you might come across.

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