Rapidly decreasing spreads, unexpected disruption from COVID-19, election year uncertainties, and new competition have banks, credit unions, and farm credit associations fighting for every basis point of margin.

Watch this on-demand webinar to discover how Chief Financial Officers, Chief Lending Officers, and Relationship Managers can leverage relationship data across the institution to improve financial performance.

Learn how to:

  • Manage relationships and lay the groundwork for an accurate data foundation
  • Analyze relationship profitability across portfolios to maximize performance,
    understand institutional needs, and stratify clients based on profitability
  • Price new business to meet profitability hurdle rates, ensure profitable growth,
    and create a win-win for the client and institution