2018 Conference

Watch 2017 Recap Video (2018 coming soon)


There is power in breaking down the silos within your bank and connecting technology to create a cohesive system. By integrating PrecisionLender and Salesforce, you can maximize the value of your customer relationships. Learn how two banks use workflows between systems to take measurable data and drive better results for their banks.

Breakout Session: Driving Better Results Through Sales Enablement

Presented By:

Peter Kelley – TD Bank
Andy Max – First National Bank of Omaha
Paula O'Reilly – Accenture

Download Slides

Watch the Video "Breakout Session: Making Your Lending Process More Efficient"

Watch Now


Transcript coming soon…