Wealth Cash Analyzer/Optimizer Suite
Turn cash sweep intelligence into competitive advantage
True rate visibility and peer benchmarking that help broker-dealers optimize cash sweep pricing, protect client assets, and grow relationships profitably.
Pressure to optimize pricing and drive deposit growth in an increasingly complex market continues to rise. Without true rate visibility, flow-of-funds analysis, and accurate peer benchmarking, many rely on guesswork—risking lost revenue and competitiveness.
Data-driven insights that enable precise, strategic decision-making are necessary to win. Success depends on a clear view of market dynamics, competitor positioning, and actionable intelligence to fine-tune pricing strategies. Curinos's solutions deliver rate visibility and peer benchmarking, transforming pricing decisions from reactive to strategic—ensuring sustained growth, stronger margins, and a lasting competitive edge.
Product Benefits
Improve Decision-Making
Access true rate visibility into negotiated sweep rates and peer benchmarking to understand how your cash products compare and where clients are most at risk.
Optimize Sweep Pricing
Balance competitive cash sweep pricing against margin preservation using segment-level client behavior data — maximizing growth or revenue without sacrificing the other.
Increase Agility & Opportunity Capture
Use behavioral analytics and competitive intelligence to uncover where client assets sit outside your firm and prioritize the right engagement to consolidate relationships.
Our Key Features
Comprehensive Market Intelligence
Leverage data-driven insights to optimize pricing strategies, drive deposit growth, and reduce costs.
Competitive Benchmarking
Access true rate visibility and peer comparisons, ensuring firms stay ahead in a rapidly evolving market.
Flow-of-Funds Visibility
Track and analyze money movement to identify friction points and reveal hidden growth opportunities across client cash portfolios.
Key Stats
Clients have the opportunity to outperform by 8–10 basis points, generating $12M–$20M on a $15B–$20B sweep book
Curinos receives weekly anonymized account data covering $6T+ across all financial institution balance sheets, fueling our proprietary benchmarks and decision intelligence
Wealth management and cash teams using Curinos Optimizer have improved sweep margin by 8–10bps on average — protecting profitability without sacrificing client retention