Q2 Software
54 Case Studies
A Q2 Software Case Study
Atlantic Union Bank pursued aggressive growth—growing from about $4B to $17B in assets through three acquisitions since 2014—and needed to integrate many new bankers without sacrificing customer service, its commercial sales culture, or strong financial performance. The challenge was to onboard acquired teams quickly, align pricing and deal-structuring practices, and keep employees engaged during rapid change.
Atlantic Union rolled out PrecisionLender’s commercial sales and coaching platform immediately after legal close, with on-site training and veteran “buddies” to create a collaborative, consistent pricing approach. The effort helped smooth integration and drove measurable performance gains: net income per employee up 86.7%, loan net interest margin improved by 33 basis points, and non‑interest income per loan rose 31%, alongside successful cultural buy-in across the expanded bank.
John Tull
Treasurer and Director of Strategic Finance