2014 Highlights & 2015 Roadmap

March 2, 2017

In this session, Carl Ryden highlights some of the improvements we made to PrecisionLender in 2014, including things like...

  • Integration with CRM systems like Salesforce and workflow systems like NCino
  • The ability to understand gross & net funding, and net commitment to better prepare for future funding needs
  • Tracking of payoffs, renewals, and at-risk accounts to truly understand "if you win" or "if you lose" an opportunity

He also shares the PrecisionLender roadmap for 2015, and provides some insight into the direction we're headed, including our continued investments in the software and our team.

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