How PrecisionLender Innovates with Salesforce Financial Services Cloud

Salesforce’s Financial Services Cloud just got some critical enhancements designed to unify customer experiences across consumer and commercial lines of business in banking, wealth management, and insurance.

What does that mean for us? PrecisionLender provides commercial bankers with actionable, in-the-moment insights and coaching so they can build relationships that advance profitability and growth while improving the customer experience. Our commercial bank sales and negotiation solution integrates with Salesforce’s unified banking platform capabilities — creating easy,one-button access from a Salesforce opportunity into the associated PrecisionLender opportunity.  

Once our solution is implemented, relationship managers (RMs) can use this one sign-on to access both platforms, giving them the information they need to make informed decisions and enhance the customer experience.

“Salesforce innovates quickly in the CRM space,” says Carl Ryden, CEO at PrecisionLender. “We get to ride in tandem with that innovation while focusing on what is core to us, which is making software for banks that help them better price and manage the profitability of their commercial relationships.”  

More Information Drives Better Conversations and Revenue

Using PrecisionLender pays dividends. First National Bank of Omaha began using the connector a few years ago and illustrates how effectively PrecisionLender’s solution and Salesforce Financial Services Cloud works.

“When you think about the world we live in today, just logging into something can prevent you from actually doing anything,” said Andy Max, Asset & Liability Market Risk Manager at First National Bank of Omaha.

With more incentive to log-in, and an easier log-in process, PrecisionLender usage went up for the bank - from once a month to once a day. And with readily available customer information from Salesforce, led to better conversations and stronger customer relationships.

In addition, one of our clients saw a 50% increase in pricing opportunities within the quarter after adding the connector to Salesforce.

Through its research with IDC, Salesforce estimates that the Financial Services Cloud ecosystem will create more than 548,000 jobs and enable more than $164 billion in new business in financial services worldwide between 2016 and 2022.


Read the full Salesforce press release here.
Learn more about how PrecisionLender works with Salesforce here.
Watch more about the Financial Services Cloud here.

About PrecisionLender

PrecisionLender is modernizing commercial banking. Our sales and negotiation solution empowers bankers with actionable, in-the-moment insights and coaching, so they win better deals and build strong, more profitable relationships. Andi®, PrecisionLender's virtual insights analyst, augments banker strengths and intelligence with the latest technology and data, delivering the best recommendations at exactly the right time. 12,000+ bankers at 200+ banks – ranging from $1B to $1T in assets – use our solution. Set your bank apart with PrecisionLender's applied banking insights. Visit to learn more.


About the Author

Maria Abbe

As a Content Manager here at PrecisionLender, Maria develops the messaging, stories and content pieces for prospects and current clients – showing them the value in PrecisionLender. Her passion for serving others is evident as she leads the volunteer program here at PrecisionLender. Maria’s ability to be organized and constructive, along with her ability to be practical makes her an exceptional addition to our team.

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