Wealth Deposit Analyzer/Optimizer Suite
Optimize deposit and cash pricing, deepen client relationships, and protect assets
Gain access to true rate visibility and peer benchmarking to drive strategic revenue for wealth and private banking.
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. Curinos 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
Replace guesswork with data-driven insights that enable wealth and private banking leaders to adjust go-to-market strategy and prevent revenue loss.
Access True Market Visibility
Go beyond published rates to understand real market movers, identifying and acting on emerging trends before the competition.
Optimize Pricing Strategies
Leverage precise data to set competitive profitable rates.
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 $8M–$10M on a $10B deposit book
Curinos receives weekly anonymized account data covering $6T+ across all financial institution balance sheets fueling our proprietary benchmarks and decision intelligence
Delivered on average by Wealth Analyzer