Client Stories

Discover how banks are using PrecisionLender to win better deals, strengthen their customer relationships and build a better brand for the bank.

  • Boston Private’s Journey to a Seamless Commercial Lending Experience

    Boston Private’s Journey to a Seamless Commercial Lending Experience

    Boston Private embarks on a journey to create a seamless commercial lending experience at their bank and sees great success from their digital transformation.

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  • Idaho Central Credit Union: Uniting Salesforce and PrecisionLender to Better Serve Customers

    Idaho Central Credit Union: Uniting Salesforce and PrecisionLender to Better Serve Customers

    Idaho Central Credit Union shares their journey on how they brought Salesforce and PrecisionLender together to better serve their customers.

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  • Standing Out From the Competition: First State Bank of the Florida Keys and PrecisionLender

    Standing Out From the Competition: First State Bank of the Florida Keys and PrecisionLender

    Learn how First State Bank of the Florida Keys stood out from the competition, approved a large deal below their typical allowed rate, and provides more options and insight... faster.

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  • First Midwest Creates a Cross-Sell Culture

    First Midwest Creates a Cross-Sell Culture

    Cross-selling is a central part of First Midwest Bank's successful growth strategy. Here's how PrecisionLender helped First Midwest create a culture of cross-selling among its front-line bankers.

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  • Getting Bigger and Better: How Atlantic Union Achieved Smart Growth, With Help From PrecisionLender

    Getting Bigger and Better: How Atlantic Union Achieved Smart Growth, With Help From PrecisionLender

    Atlantic Union Bank has grown rapidly in recent years, but hasn't sacrificed financial performance while expanding. Here's how they did it - and how PrecisionLender helped.

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  • The Bank of New Glarus Enhances Commercial Lending Experience with PrecisionLender

    The Bank of New Glarus Enhances Commercial Lending Experience with PrecisionLender

    The Bank of New Glarus Enhances Commercial Lending Experience with PrecisionLender. Partnership will help the bank better serve their commercial customers and empower their relationship managers.

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  • First National Bank of Omaha: The Power of Connecting PrecisionLender & Salesforce2:16

    First National Bank of Omaha: The Power of Connecting PrecisionLender & Salesforce

    “Our Salesforce adoption improved mainly due to the value of PrecisionLender.” Find out how implementing PrecisionLender helped First National Bank of Omaha unlock the potential of its CRM.

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  • Woodforest Bank: Relationship Managers Taking Ownership2:26

    Woodforest Bank: Relationship Managers Taking Ownership

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  • Union Bank & Trust: Pricing to Grow2:02

    Union Bank & Trust: Pricing to Grow

    "We can't price like a small bank anymore."

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  • First Midwest Bank: Thinking Big2:08

    First Midwest Bank: Thinking Big

    "The way we hold our lenders accountable now, is not just growth, it's also profitability."

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  • Rabobank: Changing the Conversation1:49

    Rabobank: Changing the Conversation

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  • First Midwest Bank: The Power of a Chief Pricing Officer2:30

    First Midwest Bank: The Power of a Chief Pricing Officer

    "Focus on our true pricing, our cost behind the pricing, and the profitability of each product."

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