Wealth Analyzer
Industry leading visibility into wealth cash portfolio performance
True rate visibility and peer benchmarking for wealth and private banking
Turning guesswork into strategy to optimize pricing and fuel deposit growth with precision
Wealth and private banking leaders face growing pressure to optimize pricing and drive deposit growth in an increasingly complex market. Without true rate visibility, flow-of-funds analysis, and accurate peer benchmarking, firms rely on guesswork—risking lost revenue and competitiveness.
To win, firms need data-driven insights that enable precise, strategic decision-making. Success depends on a clear view of market dynamics, competitor positioning, and actionable intelligence to fine-tune pricing strategies. Our solution delivers rate visibility and peer benchmarking, transforming pricing decisions from reactive to strategic—ensuring sustained growth, stronger margins, and a lasting competitive edge.
Opportunity Capture
Solution Highlights
- Consistent Intelligence And Data
- Innovative And Actionable Insights
- Full Portfolio Rates
Sourced from account-level data with uniform definitions and metrics calculation across institutions.
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.
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 means making smarter, more strategic moves that drive growth and protect margins
Wealth Deposit Balances Tracked
Participating Banks and
Broker-Dealer Firms
Wealth Analyzer Delivers on Average
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Our Insights
May 14, 2026
Trends in Wealth Deposits: Falling Rates Reveal Disparate Strategies and Outcomes
April 30, 2026
In Wealth Deposits, High-quality Growth Means More than Managing Beta
April 1, 2026
Slow Growth in Wealth Deposits – How to Respond
Let’s turn insight into impact.
Connect with Curinos to see how our AI-first platform helps you accelerate impact, drive profits and grow with purpose.