Product Resources - Source Stream

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.

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.

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.

PrecisionLender BILS Edition

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.

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.

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.

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.

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.

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.

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.

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.

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.

PrecisionLender Salesforce Connector

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

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.

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).

PrecisionLender Overview

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

PrecisionLender vs. Legacy Pricing Tool [Infographic]

PrecisionLender vs. an On-Premises Legacy Pricing Tool