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Rise to the challenges

Credit unions | Who we help | Financial intelligence

As a credit union, you face challenges and obstacles that retail banks don’t. We can help you meet those challenges by giving you the tools you need to stay competitive with larger institutions – while still serving your members.

Understand what happens on the branch front line:

  • Evaluate sales and service
  • Test regulatory compliance behaviors
  • Verify employee behaviour and training


Understand your members:

  • Learn how consumers engage with you
  • Understand the power behind your brand
  • Get insight into member satisfaction and loyalty, and flight risk
  • Gain awareness around your institution’s ability to generate new business


Understand your market:

  • Understand how you compare to competitors in your various markets
  • Identify your competitive advantages and how to better serve your members
  • Get insight into competitive deposit and lending products, and product rates and fees

Our unique strengths

Extensive Experience | Financial intelligence

Extensive experience

We’ve been researching the retail banking industry since 1983. We work with credit unions and community bankers, understand your products and maintain product experts on our staff.
Flexible reporting options | Financial intelligence

Regulatory monitoring

We’ll help you understand and mitigate risky employee behaviors related to regulatory areas such as fair lending, fair treatment, and UDAAP (unfair, deceptive, or abusive acts or practices).
Employee behavior insight | Financial intelligence

Employee behavior insight

Our research helps you understand what really happens on your branch front line, in terms of service and sales, regulatory compliance and more.
Profitable product pricing | Financial intelligence

Profitable product pricing

Use our detailed competitor research into deposit and lending products, and rates and fees, to better price your products.
Expert analysis | Financial intelligence

Expert analysis

Our expert consultants help you understand market trends, assess strengths and weaknesses and identify opportunities to improve.

Recommended products

Some of our top solutions are itemized below. For our full suite, please see Products & services

IRS market research | Financial Intelligence

IRS Market Research

Capture the customer experience and see what your competitors are doing with our research services.

Key benefits:

  • Custom programs
  • Mystery shop program
  • Surveys
IRS competitive product research | Financial Intelligence

Competitive Product Research

Get an information advantage over your competitors with accurate, timely and granular pricing data.

Key benefits:

  • Accurate rate and fee data
  • Timely collection
  • Granular pricing data
Informagic | Financial Intelligence


Get comprehensive rate and fee data for every retail banking product on the market.

Key benefits:

  • Complete rate and fee information
  • Smart business tools
  • Timely data and instant access

Financial Intelligence: latest

Free analysis

Any questions?

If you have any general questions about our services and would like to learn more about how we can assist your business, please reach out to us via 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 details of our nearest office and which products they serve.

Would you like to request a sample of how Financial Intelligence can help your business? Please fill in the form below and we'll get back to you.

Getting a demo tailored to your needs is the best way to see how our solutions will help you gain an advantage.

Request a live demo now: