Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Advisory Services team comprises individuals with backgrounds as former C-suite executives from banks, credit and risk professionals, accountants, bank examiners, and BSA officers. Our firsthand experience in the banking industry enables us to effectively address the challenges faced by your institution. Whether it's navigating portfolio risk, CECL, BSA/AML compliance, fraud prevention, asset/liability management, or deposit pricing, our dedicated team is ready to assist you in critical areas. Together, we can ensure your institution remains focused on achieving greater profitability and success in the competitive financial landscape.
Description
Our software designed for sales and negotiation equips commercial bankers with valuable insights and coaching, enabling them to create optimal deals that benefit both the client and the bank. Without utilizing this software, other efforts become irrelevant. Tailored specifically for relationship managers, our solution enhances client interactions by streamlining data collection without the hassle of repetitive data entry. Relationship managers can instantly determine if each deal aligns with both the bank's and the client's requirements. By leveraging data, they are able to make informed decisions as they develop personalized scenarios for clients while also accessing comprehensive views of all relationships. They can adjust pricing assumptions and deal conditions, weighing various options against the bank's profitability goals and competitive proposals. This leads to successful, lucrative deals that foster stronger relationships. Additionally, our intelligent virtual analyst, Andi®, collaborates with relationship managers, monitoring their activities and compiling essential data, thus further enhancing their effectiveness. The integration of such advanced technology not only streamlines the negotiation process but also significantly boosts the potential for successful outcomes.
API Access
Has API
API Access
Has API
Integrations
BAM+
Encapture
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$7600 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Abrigo
Founded
1998
Country
United States
Website
www.abrigo.com
Vendor Details
Company Name
Lender Performance Group
Founded
2009
Country
United States
Website
precisionlender.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis