Overview

Q2 PrecisionLender empowers bankers with actionable, in-the-moment insights and coaching, so they can structure, price, and negotiate winning deals that meet customer needs and portfolio goals.

Features

Contextual deal coaching, at scale

Andi, your virtual insights analyst, delivers timely pricing advice to RMs to help them craft winning, profitable deals.

See the full relationship value

Now you can see each relationship's credits, deposits and treasury services, making it easy to understand the impact on the relationship - and the portfolio - if the opportunity is won or lost.

Monitor RM performance

Pricing software only matters if your RMs use it – and use it in the way you intended. Keep track of how they’re performing vs. their peers at our institution. 

Turn deal promises into portfolio realities

Keep your clients (and your sales team) accountable. Ensure that non-credit accounts promised when the deal was priced are eventually delivered to your FI.