Most Recent Articles
The 6 Key Elements of Successful Customer Onboarding
Jack Hubbard, Chief Experience Officer at St. Meyer & Hubbard, shared how to successfully onboard a new commercial client in a PrecisionLender webinar. Here's a quick breakdown of his 6 key elements.
Hey Bankers, The Work You Do Matters
We were inspired by the great speakers we heard at American Bankers Association's Conference for Community Bankers this February. Here's what struck us the most.
Fee Discipline Has Improved. Here’s Why.
In a recent PrecisionLender report, The State of Commercial Banking: Jan. 2019 Market Analysis, we learned that fee discipline has improved. Here's why.
The Top Things We Learned at Acquire or Be Acquired 2019
Every year we attend Bank Director's Acquire or Be Acquired Conference. It's always packed with great learnings. Here's what we took away from this year's conference.
How PrecisionLender Innovates with Salesforce Financial Services Cloud
PrecisionLender has partnered with Salesforce Financial Services Cloud. Read how the integration between Salesforce and PrecisionLender can help your bank.
Top 5 Ways to Make Sure Your Bank Tech Empowers
Carl Ryden recently spoke at the Business of Software Conference Europe 2018. Here's his talk from the conference and what you can learn about bank tech.
Purposeful Banker Award Winners 2018
Read the stories of the 2018 Purposeful Banker Award Winners.
Applied Banking Insights: Gather. Analyze. Act. Improve.
Learn about Applied Banking Insights, a technology framework banks use to: Gather the right data; Analyze it and generate powerful insights; turn those insights in action; improve with every action.
4 Things to Consider During Bank Mergers and Acquisitions
Working through a merger and/or acquisition? Here are four things to keep top of mind while taking the plunge.
What Can Andi Do for Your Bank?
Learn more about Andi, PrecisionLender's virtual insights analyst. Andi delivers the intelligence of the bank to relationship managers at the right time, and in the right context.
The world's leading sales and negotiation solution for commercial banks.
3 Problems You Avoid When You Have a Pricing Tool You Can Use Earlier in the Deal Process
What would happen if you could use your pricing tool earlier in the deal process? Well, you'd avoid these three common problems, for starters.
7 Habits of Highly Successful Relationship Managers
Wondering what separates the best relationship managers from the rest? Bank sales training guru Ned Miller provides his list of the habits all top RMs share.
Innovating to Win: Putting Customers First
Why should your bank be putting resources into innovation? Why should customers be the focus of those efforts? And what are the outcomes of customer-centric digital transformation?
5 Ways Banks Lose When They Don't Innovate
Stop thinking about how much it costs to innovate and start considering how much it costs if your commercial bank doesn't invest in new technologies.
Innovate With an Eye Toward Revenue
Tim Shanahan answers some of the key questions raised during bank innovation projects.
How to Find and Cultivate Prospects that Fit Your Business
Tony Cole, Founder and Chief Learning Officer at Anthony Cole Training, shares how to home in and define your ideal prospect persona, or as he calls it, your "Zebra."
A Lesson in Banking Change Management
Banks don't fear change, but they do view it with healthy skepticism. To move their institutions forward without causing a rebellion, bank innovators must always keep the end user in mind.
Calculating Cost of Funds: Strip vs. WAL Funding, Part 2
Calculating cost of funds using Weighted Average Life (WAL) funding is easier than Strip funding, but Strip is more accurate. How much does that accuracy matter?
Calculating Cost of Funds: Strip vs. WAL Funding