PrecisionLender

PrecisionLender puts actionable insights in front of your relationship managers when it matters most. Our sales and coaching solution presents actionable, in-the-moment insights and coaching to bankers as they’re shaping deals. This allows them to structure opportunities that improve profitability, win deals, and shape relationships that benefit the bank and the clients. To do this, it also integrates with your existing LOS and CRM systems, such as Microsoft Dynamics.

Our CRM connector enables relationship managers to create an opportunity in the CRM system, price it in PrecisionLender and see the pricing details of that opportunity reflected back in the CRM, all with a Single Sign On. Due to this closed-loop process, relationship managers have gone from logging into their CRM system once a month to logging in more than once a day.

Learn more about PrecisionLender today: https://precisionlender.com/