Portfolio Navigator

Charting a path to profitability

Portfolio Navigator helps commercial banks optimize product pricing, penetration and usage across their treasury management customers. 

Delivered as a monthly data feed, the tool segments account analysis data by industry vertical and company size, then compares the results to industry benchmarks. Each bank's results are mapped down to the service code level to provide a clear, detailed view into each product's pricing, penetration, and usage. These segment-specific insights help banks understand which of their segments overperform or underperform relative to peer banks, while client and product level insights help parse out very specific revenue opportunities.