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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Starting in 2003, we have focused our efforts on creating an advanced platform that connects consumers with their financial institutions, including banks and creditors, facilitating communication across numerous subjects. By simply pressing a button, consumers have the ability to inquire about information, address concerns, or negotiate improved rates directly with their banks or creditors, streamlining the entire process. This innovative approach empowers users to take control of their financial interactions with ease and efficiency.

Description

Our software designed for sales and negotiation equips commercial bankers with valuable insights and coaching, enabling them to create optimal deals that benefit both the client and the bank. Without utilizing this software, other efforts become irrelevant. Tailored specifically for relationship managers, our solution enhances client interactions by streamlining data collection without the hassle of repetitive data entry. Relationship managers can instantly determine if each deal aligns with both the bank's and the client's requirements. By leveraging data, they are able to make informed decisions as they develop personalized scenarios for clients while also accessing comprehensive views of all relationships. They can adjust pricing assumptions and deal conditions, weighing various options against the bank's profitability goals and competitive proposals. This leads to successful, lucrative deals that foster stronger relationships. Additionally, our intelligent virtual analyst, Andi®, collaborates with relationship managers, monitoring their activities and compiling essential data, thus further enhancing their effectiveness. The integration of such advanced technology not only streamlines the negotiation process but also significantly boosts the potential for successful outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$7600 per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ConsumerDirect

Founded

2003

Country

United States

Website

www.consumerdirect.com

Vendor Details

Company Name

Lender Performance Group

Founded

2009

Country

United States

Website

precisionlender.com

Product Features

Product Features

Commercial Loan

Asset Management Yes 
Audit Trail No 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management No 
Exposure Management Yes 
Lead Management Yes 
Pipeline Management Yes 
Risk Management Yes 
Trend Analysis Yes 

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