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.

CheckingScore-BarGraph-L7hc

   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.

CheckingScore-BarGraph-L7hc

   TYPICAL RETAIL CHECKING REVENUE SEGMENTATION

The CheckingScore Advantage

benchmark

Learn how your lineup’s performance benchmarks compare with peers and industry metrics utilizing our database of more than a billion data points.

customers

Determine which customers or members consider you their primary FI (as well as who doesn’t — and is likely banking elsewhere.)

uncover

Uncover specific opportunities for lineup simplification, pricing adjustments, product pathing and upgrades, and financial lift to help your FI thrive.

revenue

Receive specific actions steps to evolve to a higher-performing and more engaging line-based on real relationships that generate more revenue.

The CheckingScore Advantage

benchmark

Learn how your lineup’s performance benchmarks compare with peers and industry metrics utilizing our database of more than a billion data points.

uncover

Uncover specific opportunities for lineup simplification, pricing adjustments, product pathing and upgrades, and financial lift to help your FI thrive.

customers

Determine which customers or members consider you their primary financial institution (as well as who doesn’t — and is likely banking elsewhere.)

revenue

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

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Insightful Information

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Actionable Game Plan

  • 1

    Collecting easy-to-attain data from your FI

  • 2

    Depositing the data into our householding software engine

  • 3

    Scoring the relationships to determine which are primary and which are not

  • 4

    Reporting the analysis results (including peer comparisons, recommendations, and financial forecasting)

  • 5

    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.

Request a Demo

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