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Making peer analysis simple

CIQ | Data analysis and tools | Financial intelligence

Financial institution decision makers need quick access to relevant banking indicators without the need to hire a team of analysts. BankTrends is an innovative solution giving bankers an easy-to-use analytical tool to identify opportunities, make quantitatively-supported strategic decisions, and capitalize on organizational strengths and opportunities.

BankTrends was built from the ground up to provide an easy-to-use analytical platform that significantly enhances operational risk management and assessment. This system saves you time by elevating financial analysis out of spreadsheets so that anyone on your team can create a meaningful report. BankTrends empowers you to utilize best practices in visual information design to create reports that clearly communicate a relevant story.

BankTrends features

  • Dashboard reporting provides actionable intelligence that impacts the bottom line
  • Instantly identify drivers of bank performance from Call Report data
  • Strategic analysis and “What If” Simulators
  • CECL Estimation Calculator
  • Efficiency Ratio Simulator
  • Easily benchmark performance against any bank or peer group  

 

Key Benefits

  • Hundreds of pre-calculated ratios let you trend your institution’s key financial measures with just a few clicks
  • Manipulate variables to model desired performance results, allowing you to make timely strategic and tactical decisions that directly impact the bottom line
  • Easy-to-navigate report templates enable the C-suite to analyze performance data without constantly going through the Finance department
  • Customizable peer groups allow you to compare your bank’s performance against top performing banks in your market
  • Includes a quarterly Board Report presentation customized for your bank

 

Try BankTrends today. Our sample dashboards offer a glimpse of what BankTrends customers enjoy with their subscription and offer you a free tool to get a better look at your bank or the bank down the street.

What's included

Timely delivery

Timely collection

To match your information needs.

Competitive intelligence

Competitive intelligence

Understand competitors with our mystery shop program.

Identify potential licensing

Gap analysis

For sales strategies, staff training and more.

Financial Intelligence: latest

Free analysis

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Meet the team

Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+31 year(s) experience

Management

Frank Sannella

Management, President of Finance Vertical

Massachusetts, USA

Frank Sannella

Frank specializes in

  • Retail Banking Products
  • Stock Flows
  • Customer Experience/Engagement/Loyalty
  • Investment Analysis

+30 year(s) experience

How we've helped other businesses

Bank in North Carolina

“I love that I can do regular analysis of a group of peers to share with my board...or just jump on and look at a competitor on the fly. BankTrends is easy and efficient.”

CEO Bank of North Carolina

Any questions?

If you have questions about how Informa Financial Intelligence can assist your business, please fill out the form below and we'll get back to you shortly.

If you prefer to get in touch by phone, please refer to the About section of our website for a list of our offices and contact details. 

Would you like to request sample data or analysis from Informa Financial Intelligence? 

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