We help financial executives around the world attract new customers and get more from their existing accounts.


Without preconceived ideas or notions, we develop customized solutions that deliver significant financial rewards.


We collaborate with our customers to discover the shortest pathway to success.


We help our customers navigate through competitive markets and strict regulations.


We are a catalyst for change to directly impact revenue growth.

Change for good.™



Banking Optimization

  • Growth in Customers/Accounts
  • Higher Net Interest Margin/Income
  • Increased Revenue per Account
  • Increased Non-Interest Income



Experience Optimization

  • Increase customer satisfaction
  • Quickly identify cost opportunities
  • Save through process integration
  • Achieve operational control

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Payments Optimization

  • Increase activation and usage
  • Reduce risk from regulations
  • Grow usage and top-of-wallet
  • Optimize platform performance

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consumer banks

PROFIT INSIGHT® revenue assurance, revenue enhancement and cost reduction programs for consumer and commercial banks applies a proprietary collection of Value Creation Strategies™ to a multitude of areas and functions.


Credit Unions and Building Societies

credit unions and building societies

PROFIT INSIGHT® revenue assurance and enhancement targets: retail banking, account analysis, corporate systems, small business banking, consumer lending, cash management, depository activities, float, general operations, retail delivery systems and treasury activities.


Other Financial Institutions

other financial institutions

Improving performance and profitability is the essence of PROFIT INSIGHT®. We identify best practices from financial institutions around the world and combine them with proprietary solutions to improve your effectiveness, deliver market intelligence, and help you grow.


Mon, 15 Jun 2015 19:31:00 -0700

To attract and retain customers, banks need to fully embrace mobile payments into their business. In the most recent payment study from the US Federal Reserve, each year nearly half of the 3.4 billion checks deposited and over 132 million … Continue reading

Fri, 22 May 2015 17:53:38 -0700

PROFIT INSIGHT® has a new white paper that details the benefits of “Omnichannel,” the banking industry’s latest watchword for leveraging available technologies to create a more rewarding banking experience for customers. The white paper was authored by PROFIT INSIGHT Director … Continue reading

Wed, 15 Apr 2015 13:49:48 -0700

There are many metrics to help an institution understand how the company IVR and Contact Center are performing.  But do managers really understand what impacts those numbers and what can be done to make improvements? Contact Centers can be a hotbed for customer … Continue reading

Tue, 30 Sep 2014 13:30:39 -0700

PROFIT INSIGHT® released a new white paper focused on the risks banks are facing regarding their deposit base when customers move capital into more attractive options as rates rise.  Authored by PROFIT INSIGHT Senior Managing Director Tom Bennett, a banking … Continue reading