Our Solution

Our comprehensive approach to optimize profitability,
pricing, and relationship deepening.

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Relationship Profitability

Understand & optimize each client relationship’s contribution to profitability.

  • Includes all bank products & transactions
  • Configurable calculations to match bank methods
  • Built at an account level to aggregate in many ways
  • Reconciles to your GL
  • Opportunity analysis

Relationship Pricing

Ensure both clients & shareholders receive value from a relationship.

  • Relationship Pricing Tool
  • TM Pricing Tool
  • Market pricing
  • Pricing Approval Process
  • Stack-Ranked pricing performance by banker

Relationship Management

Provide market teams with data & tools to manage, understand, & deepen relationships.

  • Holistic relationship view
  • Intelligence to deepen relationships
  • Drive primary relationships
  • Relationship reviews
  • Behavior segmentation
  • Supports cross LOB teams

Sales Management

Lead & coach your market teams with combined information & focused reporting.

  • Automatically combine pipelines
  • Manage & coach sales activities
  • Facilitate referrals
  • Simplify sales reporting
  • Intelligence to empower coaching

Performance Management

Optimize market teams by using accurate, focused information to measure, inspect, & coach.

  • Provide stack ranking
    • Pricing
    • Relationship Depth
    • Treasury Management
    • Portfolio Performance
  • Incorporate performance targets/goals by role
  • Intelligence to optimize teams and markets

Banker Incentive

Align banker reward with profitability by using automated, reconciled, & intuitive information.



  • Utilizes profitability information to align incentive with strategy
  • Automatic updates from core data
  • Deliver incentive to bankers in interactive scorecard attached to relationship information
  • Support all lines of business

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