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Q2 Relationship Pricing - PrecisionLender Connector

Commercial Lending. Win better deals, build stronger relationships.

Overview

Our sales and negotiation software empowers Commercial Bankers and Treasury Officers with actionable insights and coaching, so they structure and price the best deals for the client and the bank.

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  • SOFTWARE BANKERS USE AND LOVE Our solution was built for deal team members, to enable better client conversations. Deal team members know in the moment if each deal meets the terms of the bank and the client.

  • IMPROVE PROFITABILITY AND WIN MORE PRIMARY RELATIONSHIPS Deal team members make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. The result: profitable, winning deals that shape the relationship.

  • RIGHT ADVICE, EXACTLY THE RIGHT TIME Andi®, our intelligent virtual analyst, works with deal teams, observing their actions, gathering data. She delivers hyper-focused recommendations for this client, relationship, industry, and market.

Q2 Relationship Pricing (PrecisionLender) is the world’s leading sales and negotiation solution for commercial banks. We are modernizing banking. PrecisionLender software empowers bankers with actionable, in-the-moment insights and coaching, so they can structure, price and negotiate winning deals. The result is stronger, more profitable relationships, for both the relationship manager and the bank. With the Connector, PrecisionLender connects seamlessly so that each time an opportunity is priced in PrecisionLender, all client information is passed in real-time to Salesforce. PrecisionLender empowers bankers with ways to make deals work, beyond just rate and term. They can see the relative value of every deal point to the bank, helping them confidently address each term relative to the client. Now you can know the real value of each relationship and understand the true impact of winning or losing each deal. PrecisionLender also gives bankers multiple non-credit ways to expand those relationships. *By completing this form, you agree that the information provided may be stored and handled in accordance with our https://www.q2.com/privacy-policy

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package

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