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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Our bankers prioritize spending time with clients on the road rather than being confined to the office. Drawing from over a century of experience, our team is intimately familiar with the streets and neighborhoods where we live and work. This local knowledge enables us to assist businesses in analyzing, evaluating, and making informed decisions when it matters most. It’s essential for your business to be well-informed before taking significant steps. When swift action is needed, our proximity and independence allow us to respond quickly and effectively. We provide a comprehensive range of banking products and services tailored for individuals, businesses, municipalities, and non-profits alike. If you are in search of financial stability, you’ll find us to be well-capitalized, boasting nearly 1 billion in assets. With our commitment to personalized service and expertise, we aim to be your trusted financial partner every step of the way.

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

Screenshots View All

Integrations

QuickBooks Online Yes 
Quicken Yes 

Integrations

QuickBooks Online No 
Quicken No 

Pricing Details

$15 monthly fee
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
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

Orange Bank

Founded

1892

Country

United States

Website

www.orangebanktrust.com/business-banking/

Vendor Details

Company Name

Lender Performance Group

Founded

2009

Country

United States

Website

precisionlender.com

Product Features

Business Bank Accounts

Bank Wires No 
Bill Pay No 
Billing & Invoicing No 
Business Credit Cards No 
Checking Account No 
Checks No 
Expense Management No 
Instant Payouts No 
No Fee Payments No 
Rewards No 
Savings Account No 
Spend Management No 

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 

Alternatives

Alternatives

FISCAL Reviews

FISCAL

Vision Software Solutions