Wealth Analyzer

Industry leading visibility into wealth cash portfolio performance and true rate paid data.

Make informed decisions based on historically private data and insights

Wealth Analyzer exposes industry performance trends and pricing strategies to help you better understand your portfolio and make more-informed strategic decisions in a space that traditionally lacks visibility and information sharing.

Curinos provides firms valuable insights to drive intelligent portfolio and pricing optimization you can trust.

Segmentation

Wealth Management and Private Banking clients with wealth-specific, customer-level deposit tiers.

Track Acquisition
And Portfolio Rates

Detailed betas and deposits dispersion inclusive of exception pricing across products and tiers.

Flow Of Funds

Track acquisition, attrition and money movement across your balance sheet .

Solution Highlights

Gain insight into how your institution is performing relative to your peers and access industry trends across key performance metrics with just a few clicks.

Consistent Intelligence And Data
Innovative And Actionable Insights
Full Portfolio Rates

Consistent Intelligence And Data

Sourced from account-level data with uniform definitions and metrics calculation across institutions.

Innovative And Actionable Insights

Proprietary metrics created by leading experts in consumer and banking to support business processes, plus actionable segmentation schemes such as rate bands, vintage-based, customer vs. account acquisitions and more.

Full Portfolio Rates

Rate dispersion by product, term and tier shows where acquisition rates and portfolio rates track over time. What are competitors actually paying to their entire portfolio supplements data on rate sheet pricing.

Wealth Analyzer By The Numbers

$5T AUM

Participating Banks and Broker-Dealer Firms

$400B

Curinos-Tracked Wealth Deposits

Firms Contributing

Our Insights

According To The Data // Insights

April 25, 2024

Better Wealth Retention Starts With Checking

Looking to retain more wealth deposits? Look no further than the primary checking account. Wealth clients with both checking and rate-based products – savings, money market savings and/or retail CDs – are 15% more likely to stick around on average than those without checking.

READ TIME: 1 MIN

Curinos Review // Insights

March 18, 2024

Curinos Review Spring 2024

Retail banking fees are again under scrutiny. Our research shows that overdraft and non-sufficient funds fee revenue will continue their steady downward trend, as will credit card late fees and interchange fees. Taken together, this will make profitably serving the mass market even more of a challenge this year, particularly for community banks and credit unions.

READ TIME: 4 MINS

Curinos Perspectives // Insights

March 12, 2024

Curinos Perspective: 5 Takeaways On Using Analytics To Create An Effective Deposit Strategy

From “How Essential Analytics Can Drive Effective Deposit Strategy”, a Curinos webinar presented in conjunction with the Consumer Bankers Association (CBA). The webinar featured Adam Stockton, head of retail deposits and lending; Agusta Patton, director of Client Solutions; Ravi Subbaraya, director of consumer deposits; and Brad Resnick, director.

READ TIME: 5 MINS

Wealth Analyzer

Solution Highlights

Wealth Analyzer By The Numbers

Our Insights

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Wealth Analyzer

Solution Highlights

Wealth Analyzer By The Numbers

Our Insights

Want to go further?

Our Solutions

Who We Help

Our Company

Subscribe

Follow Us

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