Product Resources - Source Stream

Resources to help you learn more about the PrecisionLender platform

  • 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.

    Read more
  • Overview of PrecisionLender’s “Engine Overlay” Process

    Overview of PrecisionLender’s “Engine Overlay” Process

    Read more
  • Implementation Made Easy With PrecisionLender

    Implementation Made Easy With PrecisionLender

    Read more
  • 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.

    Read more
  • 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.

    Read more
  • PrecisionLender Salesforce Connector

    PrecisionLender Salesforce Connector

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

    Read more
  • 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 and cross-sell opportunities, sales management and portfolio makeup.

    Read more
  • 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.

    Read more
  • PrecisionLender nCino Integration

    PrecisionLender nCino Integration

    Read more
  • 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).

    Read more
  • 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.

    Read more
  • PrecisionLender vs. Legacy Pricing Tool [Infographic]

    PrecisionLender vs. Legacy Pricing Tool [Infographic]

    Read more
  • How Does the Math Work

    How Does the Math Work

    Read more
  • PrecisionLender vs. an On-Premises Legacy Pricing Tool

    PrecisionLender vs. an On-Premises Legacy Pricing Tool

    Read more
  • loading
    Loading More...