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What is ProfitBase?

Establish streamlined data flows to gather insights from multiple sources and business systems efficiently. Seamlessly create driver-based models customized for your organization that can evolve alongside your business growth. Stay ready for potential challenges by swiftly evaluating the impact of events and decisions within minutes. Foster a collaborative environment as a cohesive team by designing and managing workflows effectively. With Profitbase Planner, your focus can shift to value creation, allowing you to spend less time on data gathering and more on comprehensive analysis. Dive into various scenarios to uncover how different factors influence liquidity, profitability, and the balance sheet. Witness the automatic generation of balance and liquidity metrics during scenario simulations, and easily revert to previous versions to reevaluate your assumptions. Scrutinize your business strategies and scenarios under a range of assumptions and operational drivers, enhancing your decision-making capabilities. This comprehensive strategy not only prepares your organization for diverse situations but also significantly boosts its overall resilience and adaptability. As you implement these practices, you will find that your organization is not just surviving but thriving in a complex environment.

What is PrecisionLender?

Our innovative software for sales and negotiation provides commercial bankers with critical insights and coaching, empowering them to craft optimal deals that serve the interests of both the client and the bank. In the absence of this software, other initiatives may fall short of their goals. Specifically designed for relationship managers, our solution simplifies client engagement by eliminating the need for tedious data entry. This allows relationship managers to quickly assess whether each deal meets the criteria of both the bank and the client. By utilizing data effectively, they can make well-informed choices while creating tailored scenarios for clients, all while maintaining a holistic view of their various relationships. This capability enables them to modify pricing strategies and deal terms, evaluating different alternatives against the bank’s profitability objectives and competitive offers. Consequently, this results in not only successful but also profitable deals that strengthen client relationships. Furthermore, our intelligent virtual analyst, Andi®, works alongside relationship managers, tracking their activities and gathering vital data, which enhances their overall performance. The integration of such cutting-edge technology not only streamlines negotiations but also significantly increases the likelihood of favorable outcomes, ultimately leading to sustained business success. By combining technology with a personal touch, we aim to revolutionize how commercial banking transactions are conducted.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$7600 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProfitBase

Date Founded

2000

Company Location

Norway

Company Website

www.profitbase.com

Company Facts

Organization Name

Lender Performance Group

Date Founded

2009

Company Location

United States

Company Website

precisionlender.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Popular Alternatives

Popular Alternatives

FISCAL Reviews & Ratings

FISCAL

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