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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
Tailored model agreements provide immediate clarity on what to anticipate from the opposing counsel, taking into account various factors like their negotiation stance, the magnitude of the deal, the specific industry, and other relevant criteria. Additionally, details about key attorneys, the structure of the deal, the consideration involved, and the financial advisors enhance your comprehension of all parties involved, enabling you to devise an optimal strategy. Advanced clause-level search and comparison features streamline the analysis process, removing the necessity to dissect entire agreements and allowing for a focused examination of previous deal terms associated with the opposing counsel. Furthermore, analytics swiftly bring attention to both conforming and non-conforming language, equipping you with a comprehensive view of how your client's terms stack up against historical precedents. This meticulous approach not only strengthens your negotiating power but also positions you to anticipate potential challenges effectively.
API Access
Has API
API Access
Has API
Integrations
Winpharm
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
Wolters Kluwer Legal & Regulatory US
Country
United States
Website
www.wolterskluwer.com/en/solutions/m-a-clause-analytics
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis