Deliver your best account lineup.

Protect the relationships your financial institution has by rising to the challenge of making your products more relevant, more valuable and overall better than the competition.

Our solution - A combination of our CheckingScore analysis tool and a mobile app powered by BaZing - provides an unmatched approach to delivering a modern, top-performing lineup



Optimizing your relationships

CheckingScore brings a new clarity to your relationship management strategies, revealing exactly which relationships are most important to protect and which present the best opportunity growth.



modern mobile benefits

Local discounts, cell phone protection, roadside assistance and more benefits adding tremendous value to your accounts.


Sign up for the webinar:

Friday, November 16 at 1 p.m. CT

Have you attended a recent conference presentation from Dave DeFazio? Wish your team could hear it too?Join us for our latest encore webinar series, The Amazon Prime Effect.



White Paper: Reinventing Checking Accounts 

Download the free white paper by Ron Shevlin, Director of Research at Cornerstone Advisors that is loaded with insights about how to thrive in the subscription society, including:

• Threats to checking accounts, like P2P payments, retailer mobile apps and robo-advisor tools.
• Who, and how many, are paying for free checking accounts versus fee-based checking accounts.
• Why fee-based accounts get referred by friends and family more than free accounts.
• How an account with value leads more people to switch accounts.
• And much more.