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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.
Description
Create efficient data flows to collect information from various sources and business platforms. Effortlessly design driver-based models tailored to your organization that can adapt as your enterprise expands. Prepare for potential challenges to quickly assess the effects of events and decisions – in just minutes. Collaborate effectively as a unified team by creating and overseeing workflows. With Profitbase Planner, you can concentrate on generating value. Allocate less time to data collection and invest more time in thorough analysis. Examine various scenarios to gain deeper insights into how different situations affect liquidity, profitability, and the balance sheet. Experience the automatic creation of balance and liquidity figures when conducting scenario simulations. You can revert to earlier versions at any moment to reassess your assumptions. Evaluate your business strategies and scenarios under diverse assumptions and operational drivers, empowering your decision-making process. This holistic approach ensures that your organization is well-prepared for any situation, enhancing overall resilience and adaptability.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$7600 per year
Free Trial
Free Version
Pricing Details
No price information available.
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
Lender Performance Group
Founded
2009
Country
United States
Website
precisionlender.com
Vendor Details
Company Name
ProfitBase
Founded
2000
Country
Norway
Website
www.profitbase.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
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics