Reporting is a necessity in the banking industry providing valuable business intelligence on bank performance, pipeline trajectory, and competitive pressures. An organization’s ability to surface this information to anyone who impacts the bank’s business- from the executive team to the front line lenders- is crucial to its success.
Please join us for a 30-minute interactive webcast where Dallas Wells, EVP Banking Strategies, will share the dashboard and reporting capabilities within PrecisionLender and ideas on leveraging those insights to ensure pricing is aligned with the bank goals and yearly strategy.
1. Available reporting capabilities within PrecisionLender
2. Our general philosophy for utilizing reports and dashboards to surface information and generate action
3. Ideas on how to incorporate this information in bank discussions to ensure PrecisionLender is aligned with bank goals