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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

TombstoneHub automates and streamlines the creation of professionally formatted tombstones and credential slides for investment bankers. All investment banks and advisory firms have a lot of presentation specialists and analysts who spend a lot of time creating the perfect credential slides. Disorganized deal information, inconsistent formats, templates, and a lot of manual effort are some of the common challenges. Our solution is a SaaS-based platform that automates the creation of credential slides (tombstones), in any client template. SaaS platform that is easy to use and allows for individual user authentication. Collects and centralizes deal information on a single platform. This can be done by importing data from Excel/PowerPoint, or integrating with SQL databases. Our credential builder includes a central library of high-quality logos that is easy to source and easy to create. Automatic downloading of new logos.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

Acuity Analytics

Founded

2002

Country

United Kingdom

Website

www.acuityanalytics.com/technology/digital-solutions/investment-banking/

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

Presentation

3D Objects
Animations & Transitions
Audio Content
Collaboration Tools
Content Library
Customizable Templates
Media Library
Offline Editing
Offline Presenting
Screen Sharing
Search/Filter
Templates
Video Content

Alternatives

Alternatives

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