Use cases / FINANCIAL INSTITUTIONS

Strategic Planning

Profit. Growth. Risk. Offering. We’ve Got All the Bases Covered.

While the primary strategic objective of enhancing franchise value might be common, the path for each financial institution is quite different. Digital transformation is inexorably changing the banking model. Your strategic planning process has to keep pace.

With FIN Advisor you can deploy the industry’s most advanced data & analytics to quickly develop a strategic plan that is truly transformative. Leveraging any peer group, FIN Advisor delivers opportunity themes, strengths/opportunities and recommended areas of enhancement for your institution’s profitability, franchise growth, risk management and even customer offering.

Profitability Enhancement

Quickly generate a Profitability Enhancement plan for your institution leveraging your choice of provided peer groups or your selected peer group. To instantly generate your plan, FIN Advisor will process hundreds of unique profitability metrics, quantify cost/benefit, establish primary themes and recommend potential actions.

Features of
PROFITABILITY
ENHANCEMENT
include:

  • One-Page Executive Brief
  • Strategic Class Peers
  • Color-Coded Decision Trees
  • Custom Footprint Peers
  • Asset Group Peers
  • Custom Peer Group Construction
  • Metric-Level Cost/Benefit
  • Primary Opportunity Themes
  • Strengths & Weaknesses
  • Variable Analysis Time Spans
  • Recommended Actions/Solutions
  • Peer Comparison Tables
  • Metric Classifications
  • Metric Percentile Distributions
  • Graphical Display Options
  • Institution Logo Integration
Instantly pinpoint your profit enhancement opportunities now.
Franchise Growth

Instantly develop a Franchise Growth plan for your institution leveraging your choice of provided peer groups or your selected peer group. To instantly generate your plan, FIN Advisor will process hundreds of unique growth metrics, quantify cost/benefit, establish primary themes and recommend potential actions.

Features of
FRANCHISE
GROWTH
include:

  • One-Page Executive Brief
  • Strategic Class Peers
  • Color-Coded Decision Trees
  • Custom Footprint Peers
  • Asset Group Peers
  • Custom Peer Group Construction
  • Metric-Level Cost/Benefit
  • Primary Opportunity Themes
  • Strengths & Weaknesses
  • Variable Analysis Time Spans
  • Recommended Actions/Solutions
  • Peer Comparison Tables
  • Metric Classifications
  • Metric Percentile Distributions
  • Graphical Display Options
  • Institution Logo Integration
Instantly examine your franchise growth opportunities now.
Risk Assessment

Quickly generate a Risk Assessment for your institution covering Capital Adequacy, Asset Quality, Liquidity and Earnings Quality (“CALE”). Leverage your choice of provided peer groups or create your own unique peer group. To instantly generate your risk assessment, FIN Advisor will process hundreds of unique risk metrics, quantify risk scores, establish primary themes and recommend potential actions.

Features of
RISK
ASSESSMENT
include:

  • One-Page Executive Brief
  • Strategic Class Peers
  • Color-Coded Decision Trees
  • Custom Footprint Peers
  • Asset Group Peers
  • Custom Peer Group Construction
  • Metric-Level Cost/Benefit
  • Primary Opportunity Themes
  • Strengths & Weaknesses
  • Variable Analysis Time Spans
  • Recommended Actions/Solutions
  • Peer Comparison Tables
  • Metric Classifications
  • Metric Percentile Distributions
  • Graphical Display Options
  • Institution Logo Integration
Instantly view your risk assessment now.
Product Strategy

Determine your next-most-likely retail, business or operating solutions based on peer solution sets. Quickly generate a Product Strategy plan for your institution leveraging your choice of provided peer groups or your selected peer group. To instantly generate your plan, FIN Advisor will process an in-depth hierarchy of retail, business or operating solutions against your peer institutions to produce primary themes and suggest next-most-likely solutions for areas ranging from retail payments to business digital channels.

Features of
PRODUCT
STRATEGY
include:

  • One-Page Executive Brief
  • Strategic Class Peers
  • Banking Solution Hierarchy
  • Custom Footprint Peers
  • Asset Group Peers
  • Custom Peer Group Construction
  • Primary Opportunity Themes
  • Strengths & Weaknesses
  • Peer Comparison Tables
  • Retail Offering Classification
  • Business Offering Classifications
  • Institution Logo Integration
Identify your next-most-likely solutions now.

Whether you manage a community bank, credit union or regional institution, FI Navigator’s unprecedented data & analytics provide you with the decisioning support to augment your institution’s profitability, franchise growth, risk management or product offering.

Request a demo today

See what else FI Navigator can do for you