Deliver contextual deal coaching
Andi® , our virtual advisor, delivers timely insights to Treasury Officers while they're pricing deals, pointing out product dependencies, profitability tradeoffs, market benchmarks, and more.
See the full relationship value
Now you can see each relationship's credits, deposits and treasury services, making it easy to understand the impact on the relationship - and the portfolio - if the opportunity is won or lost.
Foster collaboration and referrals
Leverage flexible role permissions and access to each opportunity stage. Streamline multiple systems and opportunity types in your CRM into a single relationship opportunity.
Streamline the pricing process
No more combing through massive spreadsheets, hunting for information. Manual data re-entries are also eliminated, avoiding costly mistakes.
"Q2 PrecisionLender allows our bankers to identify cross-sell opportunities by giving them more visibility into which treasury management and merchant services products our business customers have. Actionable insights help drive increased share of wallet and non-interest income growth.”
Senior VP & Division Manager, First Hawaiian Bank