Overview deck

1. precisionlender.com | @precisionlender | info@precisionlender.com | 877-506-2744
Copyright 2017 © Lender Performance Group, LLC. All rights reserved. Confidential.
PrecisionLender Overview
July 2017

2. Who are we?
PrecisionLender is a platform for managing and
deploying pricing and profitability intelligence into the
commercial customer acquisition process.
Everything we do is built around
…creating the highest probability
…of unlocking the greatest amount of value
…as quickly as possible
…with the least amount of risk.
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3. Who do we serve?
No other pricing platform has been
implemented across more financial
institutions or used by more
Relationship Managers.
• Implemented with 200+ banks,
including some of the top banks in
the US/world
• Over 7,000+ users
• Pricing commercial transactions at a
run-rate of over $200+ billion per
year
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4. How do we fit in?
Pricing & Profitability Management
Opportunity Pricing Relationship Awareness
Credit Underwriting
Origination Workflow Management
Documentation
Customer Relationship Management
Task Management Pipeline Management
The “brain” of the bank.
This goal: better decisions and better execution.
The “heart” of the bank.
The goal: Don’t lose any pennies.
Portfolio Management
Capital Management Liquidity Management
Transaction Management
“Core” Processing General Ledger
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5. The brain of the bank…
Pricing & Profitability Management
Opportunity Pricing Relationship Awareness
Credit Underwriting
Origination Workflow Management
Documentation
Customer Relationship Management
Task Management Pipeline Management
The “brain” of the bank.
This goal: better decisions and better execution.
Portfolio Management
Capital Management Liquidity Management
Initiating a conversation with the right prospects at the
right time.
Engaging that prospect in a constructive
conversation focused on their needs and finding the
solution that works for both the customer and the bank.
Documenting the outcome of this conversation and
quickly and efficiently underwriting that the underlying
assumptions are all true.
Understanding the current nature of the credit
portfolio to define/refine what “the right prospects” and
what “works for the bank” means going forward.
Sales Qualified Leads/Opportunities
Credit Qualified Opportunities
Closed Opportunities
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6. Meet Andi.
She is new on job, but she learns very quickly.
She works 24x7. She never sleeps.
She sees every deal within your bank. She learns what is
working and what is not.
She helps you to price each new opportunity, offering
suggestions on structure and how to compete.
She monitors your relationships and alerts you to threats
and opportunities.
..and a completely extensible “Andi Skills Framework” for
adding, deploying and managing new skills.
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7. The impact is real.
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8. Appendix
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9. Implementation Timeline
Integration Setup*
(3 weeks)
Basic Setup
Credit Migration/ Risk
Calculations
Product Setup
User Acceptance Testing*
ROE Targets
Relationship Awareness &
Full Regionality & Advanced Funding Setup * (8 -12 weeks)
Pricing Solution Setup (6-8 weeks)
ENGAGING YOUR USERS
ESTIMATED PROJECT TIMELINE
RM Strategy Sessions
Executive Strategy SessionsEnd-User Engagement
*Longer Duration Possible: Duration based on factors such as bank's appetite for testing, state of data, volume of deals, etc.
Adoption, Measure & Improve (ongoing)
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10. What does the RM use?
• We constantly and immediately give RMs
options on how they can improve a deal.
• PrecisionLender is a sales tool…it’s a
negotiation tool.
• It allows the RM to easily focus on what is
most important to the customer.
• It is like having a senior RM or pricing analyst
helping you structure the deal in real time.
• This helps RMs win better deals, build
stronger relationships and build a better
brand for the commercial bank.
Transactional Awareness in PrecisionLender
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11. What does the RM use?
• Easily understand overall Relationship Profitability.
• Understand the impact on the relationship and the
portfolio both if we win and if we lose this next
opportunity.
• Understand the impact on Net Funding and Net
Commitment as a result of winning a losing.
• Answer the basic and important question: if we win
what is in our pipeline, how much will we grow the
bank?
• Better manage liquidity needs and improve
investment portfolio returns
Relationship Awareness in PrecisionLender
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