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Take the advantage

Retail banks | Who we help | Financial intelligence

Retail banking is a highly competitive space. As a decision maker in this market, you need to really understand the competition and the products they offer in order to make the best business decisions.

Understand what happens on the branch front line:

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

Understand your customers:

  • Learn how consumers engage with you
  • Understand the power behind your brand
  • Get insight into customer 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 risks
  • Get insight into competitive deposit and lending products, and product rates and fees

Our unique strengths

Premium provider | Financial intelligence

Premier provider

We offer competitive product rate and fee intelligence, satisfaction and loyalty surveys, sales and service evaluations, regulatory compliance testing and lead generation services to the financial industry.
Employee and customer insight | Financial intelligence

Employee and customer insight

Gain a better understanding of your employees’ behavior, as well as consumer loyalty, flight risk, likeliness to recommend and the power of your brand.
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).
Profitable product pricing | Financial intelligence

Profitable product pricing

Our in-depth competitor research enables you 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

eBenchmarkers | Financial Intelligence

eBenchmarkers

Track your performance against competitors, understand market trends and identify new opportunities.

Key benefits:

  • Competitor intelligence
  • Tailored analysis
  • On-site presentations
SEA score | Financial Intelligence

SEA Score

Get a real understanding of client engagement and its effect on your organization.

Key benefits:

  • Deeper insights
  • Strategic advantage
  • Online dashboard and reporting
iMoneynet | Data analysis and tools | Financial intelligence

iMoneyNet

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

Key benefits:

  • Data you can trust
  • Timely delivery
  • Report generating

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: