Portfolio Steering

  • Commercial Loan Pricing Market Update: 2021 First Half Review

    Commercial Loan Pricing Market Update: 2021 First Half Review

    A look at what PrecisionLender data tells us about the commercial loan pricing market, for the first half of 2021.

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  • Tossing the Bad Apples

    Tossing the Bad Apples

    So much of this bank's good work is being undone by a few poor deals on the portfolio. Here's how PrecisionLender can help toss out those bad apples or turn them into profitable relationships.

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  • Purging The Dead Weight

    Purging The Dead Weight

    A few bad deals at this bank were dragging down what should have been a strong portfolio. Here's how PrecisionLender can help avoid bad deals and improve unprofitable relationships.

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  • The Case for Booking Low-Margin Loans

    The Case for Booking Low-Margin Loans

    In the current commercial banking environment, is there a case to be made for booking deals even if it means giving on margin and coming in below return targets?

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  • Growing the Bank's Whales

    Growing the Bank's Whales

    A closer look at this bank revealed a consistent approach to relationship profitability, but also a dependence on a few whales. Here's how PrecisionLender can help protect and grow those big accounts.

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  • Commercial Loan Pricing Market Update (May 16-30)

    Commercial Loan Pricing Market Update (May 16-30)

    A look at what PrecisionLender data tells us about the commercial loan pricing market, for the second half of May 2021.

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  • How to Maximize Relationship Profitability: Tapping Into an Unexpected Source

    How to Maximize Relationship Profitability: Tapping Into an Unexpected Source

    This bank thought it was CRE-centric, but a closer look at the data uncovered a different source of relationship profitability - and ways PrecisionLender could help them tap into it.

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  • The Crucial Final Cross-Sell Step

    The Crucial Final Cross-Sell Step

    Bankers often use the promise of additional cross-sell to make commercial loan deals work. But those promised accounts often never show up. Why do banks struggle so much with this critical final step?

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  • Profitability Profiles: The Story of Bad Apple Bank

    Profitability Profiles: The Story of Bad Apple Bank

    The finale of our series on relationship profitability at selected banks looks at Bad Apple Bank, where a lot of good work on a lot of relationships is being undone by a few big mistakes.

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  • What Does "Relationship Banking" Really Mean?

    What Does "Relationship Banking" Really Mean?

    Every bank says it's a "relationship bank," but their actual relationship profitability often looks quite different. We share some of those stories, as well as ways they can improve performance.

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  • Profitability Profiles: The Story of Consistency Bank

    Profitability Profiles: The Story of Consistency Bank

    Part three of our series on relationship profitability at selected banks. This piece looks at Consistency Bank, where a disciplined approach has produced strong results, but also some vulnerabilities.

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  • Profitability Profiles: The Story of Surprise Bank

    Profitability Profiles: The Story of Surprise Bank

    Part two of our series on relationship profitability at selected banks. This piece looks at Surprise Bank, which generates its profits from a surprising source and in a surprising way.

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  • Profitability Profiles: The Story of Deadweight Bank

    Profitability Profiles: The Story of Deadweight Bank

    Part one of our series on relationship profitability at selected banks. This piece looks at Deadweight Bank, where a group of underperforming relationships (and RMs) are dragging down the bottom line.

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  • MoneyLive: Commercial Lending Uncertainty & Lessons from 2020

    MoneyLive: Commercial Lending Uncertainty & Lessons from 2020

    Get an international perspective on commercial lending - the impact of 2020 events and the challenges that lie ahead - in this recent MoneyLive panel discussion.

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  • Is Commercial Loan Growth Possible in 2021?

    Is Commercial Loan Growth Possible in 2021?

    In this Purposeful Banker episode, we look at reasons why commercial loan growth may be tough to achieve in 2021 but also ways in which banks can overcome those obstacles and grab market share.

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  • Introducing the PrecisionLender Insights Suite!

    Introducing the PrecisionLender Insights Suite!

    Taking a look at PrecisionLender's two new products - Portfolio Insights and Market Insights - and how they help commercial bankers make better data-driven pricing decisions.

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  • Does Cross-Sell Promised = Cross-Sell Achieved for Commercial Banks?

    Does Cross-Sell Promised = Cross-Sell Achieved for Commercial Banks?

    After getting agreement from the customers to bring over accounts, how are commercial banks faring in the arduous process of ensuring that promised business was actually delivered?

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  • Previewing the State of Commercial Banking Webinar!

    Previewing the State of Commercial Banking Webinar!

    Gita Thollesson joins the podcast to give a sneak peek at a few of the findings she'll share in her upcoming State of Commercial banking webinar.

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  • Commercial Banking Revenue Tips for 2021

    Commercial Banking Revenue Tips for 2021

    2021 will present a lot of challenges for commercial banks, but there are ways that banks can improve their revenue performance. We offer a few suggestions in this week's podcast.

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  • 4 Ways Your Pricing Spreadsheet Is Failing You

    4 Ways Your Pricing Spreadsheet Is Failing You

    Banks often rely on outdated spreadsheets to handle their commercial pricing. They may have a cheap purchase price, but there are countless ways spreadsheets are costing your bank dearly, every day.

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