Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For more than thirty years, our offerings have brought standardization and enhanced efficiency to banking institutions and credit unions nationwide. We possess a deep understanding of your operational needs. Fiscal spreading and tracking are key solutions provided by Vision Software Solutions. Over three decades, we have partnered with thousands of bankers, with our average client maintaining a relationship with us for over 11 years. Recognizing the priorities that matter to you, we ensure our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading strikes a harmonious balance between consistency and adaptability. Time and again, as providers of banking software, we have encountered feedback that Excel-based processes for statement spreading and tickler tracking are often inconsistent, susceptible to errors, and labor-intensive. Furthermore, we have committed to keeping our products as independent solutions, given that spreading and tracking are too vital to be relegated as mere add-ons within larger comprehensive systems. In doing so, we empower our clients with the reliability and focus they need to thrive in their financial operations.
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$7600 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vision Software Solutions
Website
www.visionsoftwaresolutions.com
Vendor Details
Company Name
Lender Performance Group
Founded
2009
Country
United States
Website
precisionlender.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis