Watch any of our past webinars on demand.
2018 Commercial Banking Trends and 2019 Opportunities
2018 has been a challenging year for commercial banks, with loan demand falling short of goals, spreads compressing and credit standards easing.
Share of the Wallet or Share of the Heart?
Preparing for SOFR: Changing the Playbook
7 Habits of High-Performing Relationship Managers
In this fast-paced presentation you’ll gain insights into what differentiates the best Relationship Managers from the rest of the pack.
Are Lost Opportunities Really Losses?
[Watch 25:min] Every bank loses deals to the competition. The best banks learn from those losses and applies those insights to improve future tactics and strategy.
What Are Other Banks Doing?
<p>Hear from two former pricing managers who are now a part of the PrecisionLender team. We’ll ask them to share some tips and lessons learned from their experiences.</p>
We Asked, You Answered: Client Survey Results
<p>Listen as Scott Morgan and Amanda Hester review and share the feedback you provided during our first client survey of 2018!</p>
How to Hire and Support Bankers Who Will Sell
Using Andi: Tracking Results and Coaching
Building Better Relationships
In this 30-minute webinar, we discuss strategies that the best Relationship Managers utilize when faced with these difficult decisions.
2017 Highlights & 2018 Roadmap
Learn what the PrecisionLender team accomplished in 2017 and get a first look at where we're going and what you can expect in 2018.
How to Use Service Design to Wow and Win Your Customers
2017 Tax Cuts and Jobs Act: Impact on PrecisionLender Assumptions
Learn how the recent Tax Cuts & Jobs Act effects your bank and your PrecisionLender assumptions.
The Importance of High-Touch in a High-Tech World
The Psychology of Money: Get Hands on with Behavioral Science
How to Become an Accountable Leader
Join Lorraine Moore as she shares why accountability is crucial and how leaders can remain ahead of the curve during these shifting times.
2017 Cost Study & Assumption Updates
[Watch time: 30 mins] Get the new recommendations for origination and servicing costs and learn about a new feature we're super excited about - risk-weighted assets.
Using Your CRM to Maximize Your Relationships
Building a Client-Centered Sales Process
In this webinar, Kevin McNamara, president of Vertical IQ, will draw upon his unique perspective as a business owner who also has 16 years of experience in banking–a vantage point that enables him to
Aligning Pricing Tactics with Bank Strategy