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PWC
June 2018
2. Agenda
Introductions (PWC and PrecisionLender)
Goals for Today
PrecisionLender Overview (Andy Heusel, SVP of Community and Regional Client Success)
• Company Overview
• High Level Demonstration – How RMs use PrecisionLender to win more deals and deepen client
relationships
• High Level Implementation Overview
Questions and Discussion
2
3. Who are we?
We design and deliver solutions that help
banks manage pricing, understand
relationship profitability and construct
better credit portfolios.
We do this by helping commercial relationship
managers:
• Win better deals by quickly hand-
crafting solutions that meet their
clients’ needs and bank objectives
• Create stronger, more profitable client
relationships through trust and added
value, delivered through a
constructive sales interaction
• Build a more valuable brand for
themselves and the bank
3
4. • Founded in May 2009
• Implemented in 200+ banks
• Serving clients ranging in asset
size from $1B to over $1T
• In implementation with a global
bank across 6 countries
• Currently pricing commercial
transactions at a run-rate of more
than $600 billion per year
• This is doubling every 6-12
months
Who do we serve?
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5. The brain of the bank… and how PrecisionLender fits
inKey technologies drive quantitative and qualitative benefits across the lifecycle of a
deal.
Description
Example
Technologies
Targeted
Benefits
1. New
Business
Development
2. Deal
Structuring &
Pricing
3.
Underwriting
& Onboarding
4. Ongoing
Portfolio Mgt
Drive new business,
both new-to-new
(prospecting) and new-
to-existing (cross sell,
relationship expansion)
Drive revenue with eye
on broader customer
relationship, ensure
profitability of new
business/supports
strategy
Document and validate
new deals and
renewals, onboard new
clients onto bank
platforms
Maintain healthy credit
portfolio, help continue
to define and refine risk
appetite for future
business development
Enterprise-wide
platform: improve sales
efficiency, sales
enablement, sales
management and
associated mgt routines
Empower RMs to better
serve clients, deliver
revenue growth (spreads,
fees, cross sell, deposits);
gauge pro forma returns;
improve win rate
Underwriting efficiency
improvement, reduce
speed-to-market,
enable straight-through
processing for customer
onboarding
Reduction in loan
losses, potential
revenue driver (buy/sell,
blind participations,
securitizations, etc.)
Deal Process Flow
Because PrecisionLender drives profitable revenue, implementation is straightforward, the user interface remains consistent
regardless of how it’s accessed, and makes other “brain” systems better, banks have found the most value implementing 5
Implementation overview - How we bring PL to life
1-3 months is typical for pre-implementation and due diligence, don’t want to shortchange this part of the process
Understand calcs, capital calcs, current stage with other systems – want to understand all that
Actual implementation: 4-6 months
Basic set up – set up regions, some geo some product or LOB; BAML by LOB then geo
Render an easy to digest loan product set (essential elements)
De-risk for you to get it to digestible pieces
ROE targets – get everyone on board on settings and targets
As we’re setting up PL side also setting up RA side
Adoption scorecard ready to show if helpful
Most of the images are gender neutral except for CPO and CLO/Sr. RMs. (JY)
