CheckingScore is an analytical tool that ranks your customers' total relationships with your financial institution. In a couple of easy steps, we can show you who has profitable relationships with your bank or credit union and who does not.
What does it mean to be a profitable customer?
CheckingScore shows you which accounts are profitable and which are not, as well as provides a comparison of how your accounts stack up to peer institutions.
By house-holding customers, we’re able to determine who is connected to whom. Based on those connections, we calculate that household’s financial relationship with the bank or credit union.
CheckingScore is armed with reports that look at segment, product, age and branch details. We then use those reports to make the best product recommendations for your financial institution.
Where do you go for additional fee income, without risking important relationships?
The first step in growing fee income is understanding your existing relationships. CheckingScore makes it easy to understand your customer data in order to make amazing product design decisions.