Design and Build Your Best Relationship-Based Checking Lineup
CheckingScore’s actionable analytics provide insights into each and every retail checking relationship: primary and non-primary ones alike. You’ll understand the performance of your checking lineup like never before to make changes to optimize future performance.
TYPICAL RETAIL CHECKING REVENUE SEGMENTATION
Design and Build Your Best Relationship-Based Checking Lineup
CheckingScore’s actionable analytics provide insights into each and every retail checking relationship: primary and non-primary ones alike. You’ll understand the performance of your checking lineup like never before to make changes to optimize future performance.
TYPICAL RETAIL CHECKING REVENUE SEGMENTATION
The CheckingScore Advantage
Learn how your lineup’s performance benchmarks compare with peers and industry metrics utilizing our database of more than a billion data points.
Determine which customers or members consider you their primary FI (as well as who doesn’t — and is likely banking elsewhere.)
Uncover specific opportunities for lineup simplification, pricing adjustments, product pathing and upgrades, and financial lift to help your FI thrive.
Receive specific actions steps to evolve to a higher-performing and more engaging line-up based on real relationships that generate more revenue.
The CheckingScore Advantage
Learn how your lineup’s performance benchmarks compare with peers and industry metrics utilizing our database of more than a billion data points.
Uncover specific opportunities for lineup simplification, pricing adjustments, product pathing and upgrades, and financial lift to help your FI thrive.
Determine which customers or members consider you their primary financial institution (as well as who doesn’t — and is likely banking elsewhere.)
Receive specific actions steps to evolve to a higher-performing and more engaging line-based on real relationships that generate more revenue.
The CheckingScore Process
Data
Insightful Information
Actionable Game Plan
Collecting easy-to-attain data from your FI
Depositing the data into our householding software engine
Scoring the relationships to determine which are primary and which are not
Reporting the analysis results (including peer comparisons, recommendations, and financial forecasting)
Managing customer or member communication and educating employees regarding product and pricing improvements
Ready to get started?
When you’re ready to take a deeper look at our CheckingScore analytics to be a retail checking top-performer, let us know.