Unique advisory propositions for financial institutions
A delivery model built for ongoing partnership and a strong track record of driving significant lifts in performance.
Why work with Curinos consultants?
With decades long expertise in the financial services industry, we are the partner of choice to help you
attract, retain and grow more profitable customer relationships.
At Curinos, our Advisory team listens to your needs, audits your current operation, and pairs that with our proprietary data.
The result? Gaps are identified, solutions are suggested, and we position you to win.
Value
Proposition
Determine the optimal promise for the client to market and deliver on to drive outsized acquisition with identified design target.
Market
Playbook
Develop market specific strategy across distribution, marketing and pricing to optimize for customer acquisition and maintenance cost.
Pricing Strategy & Optimization
Help clients navigate deposit and lending
pricing decisions under
a wide range of environments and scenarios.
pricing decisions under
a wide range of environments and scenarios.
Product
Design
Support product
suite design, product
fee optimization
and product
innovation.
suite design, product
fee optimization
and product
innovation.
Network Optimization
Determine the optimal combination of changes to the physical footprint to maximize growth/cost savings.
M&A
Support
Act as a trusted third
party to share
performance insights
with transaction
partners.
party to share
performance insights
with transaction
partners.
Commercial
Strategy
Drive profitable revenue growth via price optimization, deeper cross-sell and accelerated new-to-bank growth.
Marketing Inv. Planning
Determine the optimal allocation of marketing budget across markets and channels to maximize growth.
Treasury & BS Management
Support bank, IM and fintech treasury/finance teams on issues related to interest rate & liquidity risk, ftp & enterprise BS strategy.
And More
Including, Customer Segmentation, Personalization, Digital Strategy, Bank Charter Support, Operating Model Optimization, Messaging Optimization, etc.
Clients leverage our unmatched proprietary deposit data assets and
multi-year primary research datasets for their strategy and implementation.
$0T+
in deposit balances
$0T+
in mortgage originations
$0B+
since 2018 in U.S. total marketing spend
0M
checking accounts in dataset
0K
digital journeys tracked
0K
bank branches in dataset
Curinos is the chosen provider of
0+
clients globally
0+
U.S. credit unions & community banks
0+
of the Top 50 mortgage lenders
Want to go further?
Contact us to learn more about how Curinos can help you navigate today and prepare for tomorrow.
