Advisory Solutions
Helping financial institutions turn insight into confident decisions and bottom-line impact.
Curinos combines proprietary market intelligence, advanced analytics, and deep industry expertise to help financial institutions make smarter growth decisions with confidence.
Through a partnership-led delivery model and decades of experience, we help clients acquire the right customers, deepen relationships, improve retention, and drive measurable business impact.
Some of the advisory solutions we offer
New Relationship Acquisition
Value Proposition
Determine the optimal promise for the client to market and deliver on to drive outsized acquisition with identified design target.
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Market Playbook
Develop market specific strategy across distribution, marketing and pricing to optimize for customer acquisition and maintenance cost.
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Marketing Inv. Planning
Determine the optimal allocation of marketing budget across markets and channels to maximize growth.
Click to download infoDeposit Deepening
Commercial Strategy
Drive profitable revenue growth via price optimization, deeper cross-sell and accelerated new-to-bank growth.
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Product Design
Support product suite design, product fee optimization and product innovation.
Click to download infoPrimary Relationships
M&A Support
Act as a trusted third party to share performance insights with transaction partners.
Click to download infoCustomer Retention
Network Optimization
Determine the optimal combination of changes to the physical footprint to maximize growth/cost savings.
Click to download infoYield Optimization
Pricing Strategy & Optimization
Help clients navigate deposit and lending pricing decisions under a wide range of environments and scenarios.
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Treasury & BS Management
Support bank, IM and fintech treasury/finance teams on issues related to interest rate & liquidity risk, ftp & enterprise BS strategy.
Click to download infoKey Stats
in deposit balances
in mortgage originations
in U.S. annual marketing spend
checking accounts in dataset
digital journeys tracked
bank branches in dataset