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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.™


Tom Bennett

Looking for profitability in today's market?

Tom Bennett - our most experienced banking expert - can help your business find hidden opportunities. Tom holds office hours from 9AM to 11AM EDT every Tuesday. Chat with Tom to gain insight on how your bank or credit union can overcome your toughest challenges. "Tuesdays-with-Tom" is free and anonymous and your best opportunity to improve profitability and lower operating costs.

Chat with Tom on Tuesday

Tuesdays-with-Tom is held every Tuesday from 9AM - 11AM EDT (UTC-5).

Susan Canfield

Improve profitability and reduce operating costs.

Susan Canfield - a Certified Six Sigma Black Belt - can help you improve process efficiency, business operations and customer profitability. Chat with Susan to gain insight on how you can implement and manage change that really makes a difference at your bank or credit union.. Part of the "The After Lunch Bunch", chatting with Susan is free and anonymous and your best opportunity to leverage someone with a track record of driving growth and reducing risk.

Chat with Susan on Wednesday

The After Lunch Bunch is held every Wednesdy from 1PM - 3PM EDT (UTC-5).


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

Learn more


Payments Optimization


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

Learn more


consumer banks

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.



Four Factors Affect Mobile Payment Adoption

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 ...

12:31 | profitinsight.com
“Omnichannel” approach offers customer retention and new business opportunities.

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 ...

13:53 | profitinsight.com
Peak Performance in your IVR & Contact Center

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 ...

09:49 | profitinsight.com
White Paper Cautions Banks on Threats to Deposit Base

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 ...

06:30 | profitinsight.com
The Three Headed Monster That Is Eating Your Profits

There are a number of factors affecting the profitability of traditional banking services.  But three major contributors have the greatest impact.  This three-headed monster – compliance, ...

12:16 | profitinsight.com