Portfolio Steering

  • 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    Banks often rely on outdated spreadsheets to handle their commercial pricing.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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  • Portfolio Insights

    Portfolio Insights

    Portfolio Insights helps banks leverage their own portfolio data and provide real-time guidance to front-line bankers and bank management on deal structures and strategic decisions.

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  • Banking Budget Challenges During COVID-19

    Banking Budget Challenges During COVID-19

    Forecasting revenues and expenses is tough in the best of times. During a pandemic? Yikes. So how should banks handle tricky budget questions during COVID-19?

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  • What's Next?: Three Paths for Commercial Banks During COVID-19

    What's Next?: Three Paths for Commercial Banks During COVID-19

    Things are far from normal economically with COVID-19, but commercial banks are out of survival mode and now have time to take stock and ask: What's next? Here's a look at three paths forward.

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  • Bankers & Recession Prep: What They're Saying and What It Means

    Bankers & Recession Prep: What They're Saying and What It Means

    We recently surveyed commercial bankers to get their thoughts on how their bank would respond should the economy take a turn for the worse. Here are their answers, as well as our interpretations.

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  • Market Insights Overview

    Market Insights Overview

    Don't price in a vacuum. Market Insights gives your bank the critical context it needs to make more informed decisions on credit opportunities, sales management, and portfolio makeup.

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  • Recession Prep Survey - What Do Bankers REALLY Think?

    Recession Prep Survey - What Do Bankers REALLY Think?

    Commercial bankers responded to a Q4 survey about their bank's state of preparation for an economic downturn. In this episode, we look at the answers and discuss what bankers are REALLY saying.

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  • A Recession Is the Time for Banks to Get Ahead

    A Recession Is the Time for Banks to Get Ahead

    A blast from the economic past shows us how to handle a recession. Hint: It's time to zig when everyone else zags.

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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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  • Commercial Banking's Revenue Problem

    Commercial Banking's Revenue Problem

    Greg Demas, PrecisionLender VP for Community & Regional Banking, offers his thoughts on where banks can improve performance. Specifically: more focus on revenue growth and less on expense reduction.

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  • How to Steer Your Bank's Portfolio Through an Economic Downturn

    How to Steer Your Bank's Portfolio Through an Economic Downturn

    To survive (and thrive) during an economic downturn, your bank must monitor the right indicators, quickly adjust its portfolio strategy, and ensure that strategy turns into tangible action. Learn how.

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  • What Can Andi Do for Your Bank?

    What Can Andi Do for Your Bank?

    Learn more about Andi, PrecisionLender's digital coach. Andi delivers the intelligence of the bank to relationship managers at the right time, and in the right context.

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  • Does Your Commercial Bank Have a CRE Dependency?

    Does Your Commercial Bank Have a CRE Dependency?

    If your commercial bank has grown reliant on CRE loans, it could lead to trouble in the future. How can your bank steer clear of this danger?

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  • Price Setting Versus Price Getting

    Price Setting Versus Price Getting

    Pricing is fundamental to how banks create value. So, why is pricing such a struggle for so many banks? It comes down to Price Setting and Price Getting.

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  • PrecisionLender Guide to Revenue Growth

    PrecisionLender Guide to Revenue Growth

    It’s not easy being a banker these days. NIM is down. So is ROE. Over the past 20 years, operating income has grown 34% slower than assets.

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  • A Quick Look at How to Prepare for a Recession

    A Quick Look at How to Prepare for a Recession

    We can't determine when the next recession will be upon us... but we can be prepared. Here's a quick look at how your bank can prepare for the next recession.

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  • Steer Your Commercial Portfolio with PrecisionLender

    Steer Your Commercial Portfolio with PrecisionLender

    When market conditions and bank goals change, PrecisionLender helps you analyze your portfolio, set a different course and ensure that relationship managers take actions that align with your strategy.

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