Heads of Wealth and Private Banking

Heads of Wealth Banking and Private Banking face increasing pressure to retain HNW and UHNW assets, strengthen client relationships, and compete more effectively for relationships with clients. As rate sensitivity grows and digital challengers expand into the affluent segment, behavioral intelligence, competitive benchmarking leveraging actual cleared rates, and a clear view of how funds flow across the balance sheet — between deposits, investments, and lending — have become essential to protecting and growing the most valuable client relationships. Curinos provides wealth deposit and cash sweep benchmarking, behavioral analytics, flow-of-funds intelligence, and market intelligence leveraging actual, negotiated rates that help financial institutions optimize deposit pricing strategies, improve client retention, and identify wallet share expansion opportunities. By combining client behavior insights with proprietary competitive intelligence and a clear view of how assets move across the balance sheet by asset class, wealth leaders gain greater visibility into relationship risk, asset movement, and advisor performance. The result is a more proactive, data-driven approach — one that helps wealth management and private banking teams grow deposits, protect HNW and UHNW relationships, and understand asset flows across the balance sheet by outcompeting in the markets that matter most.