PrecisionLender

by PrecisionLenderMicrosoft 365Paid

Provides commercial bankers with deal pricing, negotiation guidance, relationship analysis, and recommendations during pricing.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
PrecisionLender — cover image

What it does

PrecisionLender gives bankers ways to assess deal terms beyond rate and term, including each term's relative value to the bank. It shows the value of relationships and the impact of winning or losing deals. Andi provides recommendations on deal structures and tactics while a deal is being priced. The listing also states that PrecisionLender integrates with existing bank systems.

Key capabilities

from the Microsoft Marketplace listing

Deal term analysis

Shows the relative value of each deal point to the bank.

Relationship valuation

Provides the stated value of relationships and the impact of winning or losing deals.

Relationship expansion

Provides non-credit ways to expand banking relationships.

Pricing recommendations

Andi recommends deal structures and tactics while a deal is being priced.

System integration

Integrates with existing bank systems and shares information with connected technology.

Who it's for

Commercial bankers.

In the catalog

480 plugins in Sales

Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published

Pricing & deployment

Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid

Similar plugins in Microsoft 365 · Sales

View all 480 →

What the vendor says

«PrecisionLender is modernizing commercial banking. Our sales and negotiation solution empowers bankers with actionable, in-the-moment insights and coaching, so they win better deals and build strong, more profitable relationships. Andi®, PrecisionLender's virtual insights analyst, augments banker strengths and …»

Official marketplace listing

Publisher
PrecisionLender
Updated on marketplace
Facts verified

Tags

pricingcommericialloanprofitabilityprecisionlender