Portfolio Steering

  • State of Commercial Banking 2022: Sneak Preview

    State of Commercial Banking 2022: Sneak Preview

    Gita Thollesson provides a look at what some of the insights coming up in the State of Commercial Banking: Jan. 2022 Market Analysis webinar and report.

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  • A Look Back at Commercial Pricing in 2021

    A Look Back at Commercial Pricing in 2021

    Taking a look back at how the commercial pricing story unfolded over the course of 2021: where things started, what happened along the way, and where we stand now as we head into 2022.

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  • Commercial Loan Pricing Market Update (2021 Review)

    Commercial Loan Pricing Market Update (2021 Review)

    Looking back at commercial loan pricing trends for 2021, using the PrecisionLender pricing database.

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  • Introducing YieldBuilder and the BCG/Q2 Partnership

    Introducing YieldBuilder and the BCG/Q2 Partnership

    Discussing the recent BCG/Q2 partnership, as well as YieldBuilder - the product jointly developed by the two companies - and the impact it will have on the commercial banking industry.

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  • How Banks Are Tackling the Primacy Challenge

    How Banks Are Tackling the Primacy Challenge

    We invited top bankers from around North America, to share what we’re seeing in the market data and to hear how banks are tackling the challenge of Primacy. Here's a recap of that conversation.

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  • What the Data Tells Us About Primacy

    What the Data Tells Us About Primacy

    We look at insights from the PrecisionLender database, as well as polls conducted with commercial bankers, to see what they tell us about Primacy - its importance, its challenges, and its impact.

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  • Spreadsheet Shortcomings at Your Bank

    Spreadsheet Shortcomings at Your Bank

    Spreadsheets are useful, but are often tasked by banks to perform tasks beyond their capabilities. In this episode we look at spreadsheet shortcomings and the ways they could be harming your bank.

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  • Commercial Loan Pricing Market Update (October 2021)

    Commercial Loan Pricing Market Update (October 2021)

    A look at what PrecisionLender data tells us about the commercial loan pricing market for October 2021.

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  • When Metrics Go Awry in Commercial Banks

    When Metrics Go Awry in Commercial Banks

    Banks are great at measuring all sorts of things, but which metrics are helping them improve performance and which ones are just ... trivia? ​ A look at where commercial banking metrics often go awry.

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  • Primacy Data: The ROE Impact of Treasury Management

    Primacy Data: The ROE Impact of Treasury Management

    The third installment of our research on Primacy, based on insights from the PrecisionLender pricing database. This post focuses on the ROE impact on relationships when they add Treasury Management.

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  • Diving Deeper into Primacy Data

    Diving Deeper into Primacy Data

    We took a deeper look into PrecisionLender's commercial pricing database to answer more Primacy questions, such as: Is there a downside to a “land-and-expand" strategy with commercial customers?

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  • Commercial Loan Pricing Market Update (September 2021)

    Commercial Loan Pricing Market Update (September 2021)

    A look at what PrecisionLender data tells us about the commercial loan pricing market for September 2021.

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  • Why Pirates and Dull Knives Matter in Commercial Banking

    Why Pirates and Dull Knives Matter in Commercial Banking

    How can your bank keep the competition from raiding your deals? And are the processes your bank puts in place to guard against bad deals actually doing more harm than good?

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  • What's Behind the Push for Primacy?

    What's Behind the Push for Primacy?

    Is Primacy just a trendy buzzword in commercial banking? Or should it be a critical area of focus now? Gita Thollesson goes into the PrecisionLender database to find the answers.

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  • Why Is Primacy so Popular at Commercial Banks?

    Why Is Primacy so Popular at Commercial Banks?

    Why are so many bankers talking about "Primacy" these days? Dallas Wells explains the reasons behind this commercial banking trend.

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  • Can Your Commercial Bank "Get" the Price It "Sets"?

    Can Your Commercial Bank "Get" the Price It "Sets"?

    Revisiting an oldie-but-goodie topic. Banks spend a lot of time and effort on "setting" the price they want for each commercial deal. But do they "get" the price they set? And if not, then why?

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  • Commercial Loan Pricing Market Update (August 2021)

    Commercial Loan Pricing Market Update (August 2021)

    A look at what PrecisionLender data tells us about the commercial loan pricing market for August 2021.

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  • Commercial Loan Pricing Market Update (July 2021)

    Commercial Loan Pricing Market Update (July 2021)

    A look at what PrecisionLender data tells us about the commercial loan pricing market for July 2021.

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  • 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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