Product Resources - Source Stream

Resources to help you learn more about the PrecisionLender platform

  • 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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  • 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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  • PrecisionLender Salesforce Connector

    PrecisionLender Salesforce Connector

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

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  • Implementing PrecisionLender? Don't Wait.

    Implementing PrecisionLender? Don't Wait.

    With technology projects at commercial banks, "when" you implement is almost as important as "what" you'll implement. With PrecisionLender, the answer to "When?" is simple: NOW.

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  • The Key to Digital Transformation: Start With Pricing

    The Key to Digital Transformation: Start With Pricing

    Digital transformation has become essential for commercial banks that want to remain competitive, but where do you start to ensure success? We've got an answer for you (and it's not a CRM or LOS).

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  • PrecisionLender Overview

    PrecisionLender Overview

    As the leading commercial sales and coaching platform for banks worldwide, PrecisionLender drives profitable growth by delivering actionable intelligence to bankers.

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  • PrecisionLender vs. Legacy Pricing Tool [Infographic]

    PrecisionLender vs. Legacy Pricing Tool [Infographic]

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  • How Does the Math Work

    How Does the Math Work

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  • PrecisionLender vs. an On-Premises Legacy Pricing Tool

    PrecisionLender vs. an On-Premises Legacy Pricing Tool

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