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PrecisionLender Webinar Series: Commercial Loan Renewals: Market Best Practices
BankOnPurpose Webinar: Making Smarter Decisions When You Don’t Have All the Facts [Archived on April 3, 2019]
BankOnPurpose Webinar: The Diversity & Inclusion Advantage
Welcoming a New Commercial Client
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?
[Watch: 30min] 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
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