Create innovative FI peer groupings ranging from strategy to technology vendors for benchmarking profitability, growth, risk, and customer offering/technologies.
Evolve FI strategic planning by focusing on the key drivers of franchise value: profit, growth, risk & offering – and instantly generating SWOT, primary themes & AI consultative recommendations.
Generate powerful M&A queries to identify target institutions matching in-depth criteria then leverage instant candidate due diligence covering profit, growth, risk, offering and technologies.
Evaluate vendors’ market share & client firmographics. Leverage an FI offering hierarchy as a release roadmap of 500+ solutions to identify your next-most-likely solution addition based on FI peer group exceptions.
Gauge Performance & Customer Offering vs. FI Peers
Performance benchmarking is provided through interactive color-coded decision trees decomposing performance drivers for either profit, growth or risk.
The FI benchmarking analytics provide peer-based classification, cost-benefit, data export, multi-periods and more. Novel metrics range from trust pricing to staff utilization to net non-core funds dependence.
Peer group creation and comparison is unlimited in FI Analytics. FI peer groupings can leverage basic firmographics, market characteristics, technographics, performance, strategy, customer (member) offering and segmentation.
Segmentations classify financial institutions on a myriad of factors including vendor diversity, offering innovation, footprint type and many more.
FIN Digital Channels benchmarks retail mobile & online banking delivering innovative metrics on vendor and FI performance.
The solution produces comparative vendor dashboards on market share, share accretion, churn rates, and much more.
FI benchmarking dashboards cover every U.S. institution segmented by FI type, asset size & other variables.
FI Navigator developed an offering hierarchy to prioritize service additions covering hundreds of solutions. Each solution within a category (ex. retail payments) is classified relative to the percentage of banking peers offering the solution.
The classification system rewards institutions for earlier provision and even suggests next-most-likely solutions by category.
AI-Driven FI Strategy Formulation
Whether bank or credit union, a financial institution’s strategic planning centers primarily on enhancing franchise value.
FIN Advisor AI was designed to decompose the four drivers of financial institution franchise value of profit, growth, risk and customer (member) offering to isolate and prioritize specific opportunities – based on peer FI data exceptions.
FIN Advisor AI’s Executive Brief provides an Opportunity Assessment detailing institution-specific strengths & opportunities, a Primary Theme depicting the largest opportunity area, and an Action Plan allowing users to address “what now” for any opportunity.
FIN Advisor AI ensures your team is aligned and working on the right things.
FIN Advisor AI’s Action Plan answers “what now” for performance enhancement.
For every theme or metric, FIN Advisor AI generates an Action Brief, Detailed Plan & Dashboard Metrics to guide resource allocation. The Detailed Plan identifies structural & operational performance levers, 3- 5 priority actions, implementation risks and specific external resources.
FI Navigator developed the banking industry’s only offering hierarchy to serve as your roadmap for service additions.
Covering hundreds of retail and business solutions for every institution, the analysis pinpoints which FI’s provide the service and, in most cases, the vendor-product utilized. It will even recommend your next-most-likely category additions.
Gain an Information Advantage in FI M&A
FIN Query can filter comprehensive data to quickly find your best fits – identifying synergistic M&A candidates that complement the acquirer.
Zoom in on financial institutions with specific performance characteristics, growth potential, shared technologies or advanced digital capabilities to identify potential synergies – in revenue, expense or offering.
FIN Advisor AI serves as an instant preliminary due diligence generated on any acquisition candidate.
The consultative assessment covers any institution’s profit, growth, risk, offering and technologies – delivering in-depth strengths/weaknesses, cost/benefits, primary themes, technologies-deployed and even offering deficiencies.
Gain insight into potential transaction synergies before engaging with an institution candidate with FIN Advisor AI.
Verify their strengths align with your financial institution’s performance opportunities, view their current technology vendor-products, gauge retail/business offering overlap and assess other avenues to ensure an accretive transaction.
Identifying institutions deftly executing niche strategies can add defensible growth to an acquirer’s portfolio.
FI Navigator’s innovative offering hierarchy tracks 20+ specialty business lines offered by institutions ranging from aircraft finance to veterinary practice banking.
Leverage FI Navigator to find and analyze these financial institution specialities.
Navigate Digital Transformation with Better FI Data
FIN Advisor AI’s white space analysis identifies gaps in your offering. The banking industry’s only offering hierarchy easily facilitates peer comparisons on retail, commercial & operating solutions.
The FI analytics recommend next-most-likely solutions by category and the Top Technologies section displays vendor market share for any peer group.
FIN Digital Channels benchmarks retail mobile & online banking delivering innovative metrics on vendor and FI performance.
The solution produces comparative vendor dashboards on market share, share accretion, churn rates, and much more. Financial institution dashboards cover every U.S. institution segmented by FI type, asset size & other variables.
The FinTech Market Reports quickly assess market share & client firmographics by vendor-product combinations.
FIN VendorFit instantly ranks core processing vendor-product fit for any institution integrating over 100 independent variables ranging from asset size to technology purchase behavior. Bring our data advantage to your vendor evaluations.
Financial institutions often release new applications only to be disappointed by low customer utilization.
Through page ranking, FIN Advisor AI enables marketers to digitally secret shop FI peer websites to land on the page introducing their comparable solutions. This capability positions marketing to create the awareness that leads to high utilization.
This is a strategy session—not a product demo. We’ll leverage our already- assembled, banking-specific data and analytics to pinpoint and prioritize your opportunities. You’ll walk away with a customized plan of action.
Get up and running on day one. Leverage the platform immediately with no integration, data input, or implementation required. We’ll provide the training and support your team needs to take full advantage of everything FI Navigator has to offer.
By zeroing in on your organization's top priorities, you can tap the creativity of your now-aligned team to craft viable solutions. The most important step in achieving sustained high performance is accurately identifying and prioritizing your best opportunities.
One platform with the breadth of FI data to assess every institution’s strategy, performance, client offering, technologies and personnel.
One platform integrating proprietary decision trees, client offering hierarchies, title/role delineation & other innovative infrastructure to deliver advisory insights.
You’ll gain a day-one decisioning advantage on your competition. You won’t be working any harder – you’ll just be working on the right things.
