financial institutions usecases
Instantly inform your FI performance enhancement & strategy
How will you leverage the insights?
Benchmarking
Create innovative FI peer groupings ranging from strategy to technology vendors for benchmarking profitability, growth, risk, and customer offering/technologies.
Strategic Planning
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.
Mergers & Acquisitions
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.
Technology & Offering Planning
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.
Benchmarking
Gauge Performance & Customer Offering vs. FI Peers
Performance
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.
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Peer Group Construction
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.
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Digital Channels
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.
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Offering & Technologies
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.
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Strategic Planning
AI-Driven FI Strategy Formulation
FI Franchise Value Drivers
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.
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Instant Situation Audit
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.
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Performance Recommendations
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.
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Mergers & Acquisitions
Gain an Information Advantage in FI M&A
Data-Based Target Identification
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.
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Instant Preliminary Due Diligence
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.
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Technology & Offering Planning
Navigate Digital Transformation with Better FI Data
Customer Offering White Space
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.
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Vendor Evaluations
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.
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We've got it covered
5000+
active client users
500,000+
client user visits annually
2,000+
vendor-products linked to FI’s
3 million+
FI web pages analyzed monthly
100%
of U.S. banks and credit unions
4
FI Value Drivers
of profit, growth, risk & offering
500+
offering & technology categories
2000+
vendors tracked/matched to FIs
30+
years
advancing FI data & analytics
3 Easy Steps to High Performance
Request a Demo Strategy Session
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.Simplify Decisioning With Data
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.Work on the Right Things
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.
Better Data.
One platform with the breadth of FI data to assess every institution’s strategy, performance, client offering, technologies and personnel.
Better Decisions.
One platform integrating proprietary decision trees, client offering hierarchies, title/role delineation & other innovative infrastructure to deliver advisory insights.
Bank On It.
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.