Equip your deal makers for success
It’s a competitive world out there, and your financial institution needs the tools to help your sales team tap into trends and data to make the right deals at the right time.
Relationship pricing
Get a comprehensive, data-driven, real-time understanding of your commercial relationships’ value as you structure and price deals.
Insights and coaching
Evaluate profitability, understand relative trade-offs, and easily price products across business units within a single, seamless experience.
Tailored test drives
Let your prospects take your commercial offerings for a test drive to see how much better your experience is.
Move beyond offering a lower rate
Give your bankers the right information at the right time to effectively price and win profitable commercial loans. Use data-driven insights and guidance to structure deals that meet both your customers’ needs and your FI’s portfolio goals.
Give treasury a seat at the table
Give your treasury officers the product and pricing information they need, quickly and efficiently, improving the deal experience for the customer as well as the bottom line for your FI.
Compete for larger commercial accounts
With Q2 Direct Data Services, you can integrate your digital banking platform with your commercial customers' accounting systems, saving them time and streamlining accounts receivable/accounts payable processes.
Don’t tell them, show them
Let your commercial prospects take your offerings for a spin with a customizable test drive that lets them experience what it’s like to bank with you.
