2018 Highlights and 2019 Roadmap Webinar
<p>Join us as we reflect on the most valuable highlights from 2018 and share what we have in store for 2019.</p> <p>Our roadmap is more exciting than ever, focused on building upon the pricing and pr
Are Lost Opportunities Really Losses?
[Watch 25:min] Every bank loses deals to the competition. The best banks learn from those losses and applies those insights to improve future tactics and strategy.
What Are Other Banks Doing?
[Watch: 30min] Hear from two former pricing managers who are now a part of the PrecisionLender team. We’ll ask them to share some tips and lessons learned from their experiences
We Asked, You Answered: Client Survey Results
Listen as Scott Morgan and Amanda Hester review and share the feedback you provided during our first client survey of 2018!
Using Andi: Tracking Results and Coaching
Building Better Relationships
In this 30-minute webinar, we discuss strategies that the best Relationship Managers utilize when faced with these difficult decisions.
2017 Highlights & 2018 Roadmap
Learn what the PrecisionLender team accomplished in 2017 and get a first look at where we're going and what you can expect in 2018.
2017 Tax Cuts and Jobs Act: Impact on PrecisionLender Assumptions
Learn how the recent Tax Cuts & Jobs Act effects your bank and your PrecisionLender assumptions.
2017 Cost Study & Assumption Updates
[Watch time: 30 mins] Get the new recommendations for origination and servicing costs and learn about a new feature we're super excited about - risk-weighted assets.
Aligning Pricing Tactics with Bank Strategy
Hedging and Interest Rate Swaps
Microsoft Dynamics Integration Walkthrough
Using Scenarios to Win More Deals
2014 Highlights & 2015 Roadmap
Indicative Swaps Pricing Tutorial
Salesforce Integration Walkthrough
2015 Highlights & 2016 Roadmap
Developing Great Lenders
How the Most Successful Bankers Communicate with Borrowers
Dashboards and Reporting