White Papers

4 Ways Your Pricing Spreadsheet Is Failing You

Banks often rely on outdated spreadsheets to handle their commercial pricing. They may have a cheap purchase price, but there are countless ways spreadsheets are costing your bank dearly, every day.

Risk Levels and Bank Behaviors During COVID-19

Credit concerns have taken center stage for commercial banks during COVID-19. This report looks at how much risk banks are facing, and how well they’re adjusting to the changing conditions.

Main Street Lending Quick Start Guide

With the Main Street Lending Program set to begin, we've put together a guide that will help your bank hit the ground running.

PrecisionLender Guide to Revenue Growth

It’s not easy being a banker these days. NIM is down. So is ROE. Over the past 20 years, operating income has grown 34% slower than assets.

How to Steer Your Bank's Portfolio Through an Economic Downturn

To survive (and thrive) during an economic downturn, your bank must monitor the right indicators, quickly adjust its portfolio strategy, and ensure that strategy turns into tangible action. Learn how.

Commercial Renewals: Market Best Practices

When renewing commercial deals, many banks leave basis points on the table or worse, increase their portfolio's risk exposure. Learn why, and how to improve your bank's renewal pricing in this report.

The State of Commercial Banking: Jan. 2020 Market Analysis

Get insights into what happened across the U.S. commercial lending market in 2019, as well as insights on why these trends occurred and thoughts on how some banks rose above the rest.

Meeting ECB Profitability Standards

The European Central Bank's recent review of bank profitability and business models found widespread deficiencies and set new requirements. What must your bank do to meet the ECB's new standards?

The State of Commercial Banking: Jan. 2019 Market Analysis

Get insights into what happened across the U.S. commercial lending market in 2018, as well as insights on why these trends occurred and thoughts on how some banks rose above the rest.

Measuring RM Performance: Proving Impact & Dispelling Myths

How valuable are your bank's top RMs? What do they do that produces better results than their peers? And how can you take what makes these RMs great and scale it to the rest of our sales team?

Buy vs. Build

Flip the Formula: How Top Banks Innovate to Win

Guide To Buying Bank Technology

Buying commercial bank technology can be painful. Learn how to avoid the potential pitfalls to find the best tool - and the best vendor - and shorten the timeline from purchase to ROI.

Innovation In Banking: Frequently Asked Questions

Before you dive into innovation projects at your bank, make sure you've got all the information you need. This ebook answers your pressing questions and helps you avoid common innovation mistakes.

Innovate Or Die: Your 7-Step Guide to Bank Transformation

Banks that put in place culture, principles and processes that enable real innovation will thrive; those that don't will fail.

Implementation Insights

Are You the Bank of Last Resort?

Is your bank the one businesses turn to first, for smart advice and solutions? Or do they come to you last, to see if you're desperate enough to undercut everyone else's pricing?

The Case for a Chief Pricing Officer

Pricing is one of the most important functions that happens in a bank on a daily basis, yet in most banks no one person really “owns” the pricing process. That needs to change.

Building a Pricing Ecosystem

Letting Go of Legacy Tools