Grow Your Income Through Data-Driven Insights
Add $75,000-$150,000 for Every $100M Total Assets
We use analyze 350+ revenue areas across all your financial statements,
including loan products, deposit products, and ancillary services, to unlock unrealized value.
Competitive Intelligence
We help you enhance your products & services by providing visibility on your competitors and improving your strategic position in key markets
Market Research
We examine your competitors for every line of business, including loans, deposits, and services, to assess the competitive landscape across each of your markets within your geographic footprint.
Market Research
A series of mystery shopping and surveying initiatives designed to provide us with actionable data points that reflect the current state of your market.
Rate & Fee Information
See how your product fee structures and rates compare to your top competitors to uncover new opportunities to increase revenue.
Product Pricing & Comparisons
Product comparisons with your competitors are examined; including the performance, pricing, and characteristics of more than 360 different revenue areas.
Competitive Analysis
Establish measurable benchmarks that align with your financial institution's growth and profitability goals.
Income Optimization
Our recommendations can increase revenue (non-interest income), optimize product profitability, and reduce revenue leakage.
Product Pricing & Design
Identify opportunities to reposition your product pricing and design strategy to improve profitability and in-market adoption.
Product Alignment & Optimization
Enhance your product's in-market appeal by ensuring that it aligns with the needs of your customers and members.
Product Profitability
Through rich analysis of your current product offerings, we'll work with you to increase your earnings and enhance product profitability.
Product Revenue Leakage
Determine and solve the sources of your most significant revenue leaks to increase top-line revenue while providing a positive customer and member experience.
