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Q2 Relationship Pricing

PrecisionLender Connector

By Q2

Rating
Not rated yet
Reviews
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Pricing
Paid
From $1 per user per month
Listed since
2022

About Q2 Relationship Pricing

Commercial Lending. Win better deals, build stronger relationships.

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.

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Highlights

  • 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.

Screenshots

Q2 Relationship Pricing screenshot 1

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Pricing

Paid, from $1 per user per month.

Q2 Relationship Pricing plans
PlanPriceBilled
Default Plan$1 per userMonthly

A variety of licensing options are available based on requirements. For more information, please contact support@precisionlender.com.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 3, 2021
Languages
  • English