Our CoreCD toolkit is a web-based software that allows your bankers to successfully negotiate with depositors. We set your financial professional apart by showing value outside of rate alone. Our systematized process gives your bankers the ability to find the right solution for your customers.
We gather and compile data and present it in a way to help drive growth beyond your peers. We provide monthly calls to guide your institution in achieving your goals regarding deposits.
We have a patented tool that allows your team to run analysis for CD Refinances and the ability to give daily redemptions on CDs.
We offer training as part of our package to keep your team aligned and up-to-date with the strategies you discuss in ALCO.
We share our top tips for creating a successful deposit strategy based on our extensive experience in working with financial institutions.
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