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Average Ratings 0 Ratings

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ease
features
design
support

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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

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Winpharm No 

Integrations

Winpharm Yes 

Pricing Details

$7600 per year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

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 Yes 
Audit Trail No 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management No 
Exposure Management Yes 
Lead Management Yes 
Pipeline Management Yes 
Risk Management Yes 
Trend Analysis Yes 

Product Features

Alternatives

Alternatives

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