Product Resources

Resources to help you learn more about the PrecisionLender platform.

  • How Bankers Use Andi 101

    How Bankers Use Andi 101

    Are you getting the most out of Andi? Here's a quick, easy guide on how to communicate with PrecisionLender's virtual coach and use Andi's insights to craft winning deals.

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  • Coach Your Bankers with PrecisionLender's Andi

    Coach Your Bankers with PrecisionLender's Andi

    Learn how Andi® helps bank management deliver contextual coaching and actionable insights to each of their bankers when they need it, as they negotiate with, and work to service, their clients.

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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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  • Mitigating Risk With PrecisionLender

    Mitigating Risk With PrecisionLender

    PrecisionLender clients have a track record of outperforming the industry when it comes to risk mitigation. And they're doing it while continuing to outpace competitors in growth and profitability.

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  • Managing Pricing Risks With PrecisionLender

    Managing Pricing Risks With PrecisionLender

    Commercial pricing has moved beyond static, manual solutions. Banks need a solution that's easy to configure, adjust and monitor, helping them better manage risk. That's PrecisionLender.

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  • PrecisionLender BILS Edition

    PrecisionLender BILS Edition

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  • PrecisionLender's Competitive Analytics

    PrecisionLender's Competitive Analytics

    Compare your bank to the competition. ID vulnerabilities & opportunities in your commercial portfolio. Deliver this info to your bankers at the right time with PrecisionLender's Competitive Analytics.

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  • Introducing PrecisionLender CARES Edition

    Introducing PrecisionLender CARES Edition

    PrecisionLender CARES Edition can help your commercial bank manage unprecedented customer demand for Federal emergency loan programs by streamlining processes and enabling smarter, faster decisions.

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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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  • Market Insights FAQ

    Market Insights FAQ

    Why did we develop Market Insights? How does it work? And what will it do for your bank? Find out in this FAQ.

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  • Moving Off Libor? Here's How Easy It Is With PrecisionLender

    Moving Off Libor? Here's How Easy It Is With PrecisionLender

    For PrecisionLender clients, the mechanics of switching off Libor are blissfully simple.

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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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  • How PrecisionLender Helps Banks Cross-Sell

    How PrecisionLender Helps Banks Cross-Sell

    Learn how PrecisionLender helps commercial relationship managers cross-sell a range of products and expand client relationships - and then track that those promised accounts arrive on the books.

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  • Implementation Made Easy With PrecisionLender

    Implementation Made Easy With PrecisionLender

    Through more than 200 implementations at banks ranging from under $1B to over $1T, PrecisionLender has built a process that avoids headaches and resource drain and shortens time to value.

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  • How PrecisionLender Helps Banks Understand Relationships

    How PrecisionLender Helps Banks Understand Relationships

    PrecisionLender's Relationship Awareness module provides bankers with timely, contextual information on each commercial relationship's current and future value and the impact it has on each deal.

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  • How PrecisionLender Helps Banks Price for Risk

    How PrecisionLender Helps Banks Price for Risk

    Are you winning commercial deals that do more harm than good to the balance sheet? Learn how PrecisionLender can help you price appropriately for risk, at both the deal and the portfolio level.

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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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  • PrecisionLender Salesforce Connector

    PrecisionLender Salesforce Connector

    Discover the power of connecting PrecisionLender and Salesforce for a seamless user experience.

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  • Buy vs. Build

    Buy vs. Build

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  • Applied Banking Insights: Gather. Analyze. Act. Improve.

    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.

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