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Financial intelligence for banks and credit unions. Choose the plan that fits your needs.
Explore financial health and market data for any US bank or credit union.
Full analytical power for executives and consultants.
Full stress testing and competitive intelligence for strategic decision-makers.
White-glove service with custom integrations and expert consultation.
Yes. Cancel your subscription at any time from the billing portal. You'll retain access until the end of your current billing period.
We integrate data from FFIEC Call Reports (banks), NCUA 5300 reports (credit unions), SEC filings (10-K, 10-Q, Form 4, 13D/13G, PvP), FRED macroeconomic indicators, FDIC Summary of Deposits, FEMA disaster records, Census ACS demographics, and stock market data via major exchanges. All updated quarterly or more frequently.
The Insights AI chatbot can query the full database in natural language — compare institutions, generate charts, analyze trends, screen for risk factors, and deliver board-ready findings. It has access to all regulatory, market, and geographic data in the platform.
A composite score (0-100) based on capital buffers, asset quality, earnings capacity, liquidity, concentration risk, and rate sensitivity. Higher scores indicate greater vulnerability to economic stress. Pro users also get the Regulatory-Market Bridge, which combines stress scores with stock market valuation to identify pricing gaps.
The Multi-Scenario Stress Test Strategy Report projects an institution quarter by quarter through the three federal DFAST scenarios (baseline, adverse, severely adverse) — capital, earnings, and loan losses — and lays out strategic options with suggested sequencing. The Competitor Analysis report profiles any bank or credit union: strengths, funding franchise, through-cycle track record, geographic footprint, and an M&A fit assessment. Both generate on demand in about 15 minutes.
Yes — for approximately 410 publicly traded institutions, we show stock price history (up to 10 years), valuation metrics (P/E, P/B, P/TBV), dividends, EPS, insider trading activity, and a Regulatory-Market Bridge that connects call report fundamentals to market pricing.
Enterprise adds unlimited seats, SSO/SAML authentication, custom data integrations (overlay your internal data), dedicated account management, quarterly strategy consultations with industry professionals, and custom stress testing models calibrated to your portfolio.