About Us

Our rich history can become your competitive advantage.

Our mission is to help banks of all sizes maximize their franchise value. The entire Bank Intelligence team pursues this goal with innovative thinking and a great deal of banking experience – as former executives in financial institutions, and as consultants advising thousands of banks across the U.S. These valuable perspectives led our founders to create a groundbreaking online advisory solution for bank decision makers.

The Dilemma

Every day, bank executives address a pivotal question: How do we best allocate our resources to put the right effort toward the right things? Correct answers can lead to sustained, rewarding performance in the key areas of financial enhancement, earnings market, and risk reduction. But what if your bank lacks the data systems, IT staff, analysts, and consulting services needed to reach the right conclusions?

The Answer: The Bank Intelligence Online Advisory Solution

Bank Intelligence Solutions solved this critical problem for banks of any size. We have automated the collection and delivery of customized analytics – added personalized guidance from experienced Bank Strategists — and created a suite of on-demand decision tools that virtually any bank can access and afford.

Bank Intelligence was introduced in 2000 and became part of Fiserv, a banking provider positioned on the front edge of strategy, in 2007. Our founders and original management team continue to enhance the Bank Intelligence platform (illustrated below) to help bank executives navigate a myriad of issues — and arrive at decisions that will generate the highest returns for their institutions.


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Best path for performance improvements

Bank Intelligence Solutions navigate your bank's best path for performance improvements to maximize franchise value.


Learn more about how Bank Intelligence Solutions can help your bank maximize franchise value.

Web Conference

Schedule a
Planning Session

An experienced
Bank Strategist will:

  • Conduct a 60 minute online planning session— customized to your bank.
  • Involve your C-level executive management team.
  • Use your bank's custom financial and market analysis.