Automated Analysis

A Plan for Every Need

From free basic insights to comprehensive RFP management, we have the right solution for your business banking needs.

Free Review

Start with our complimentary, no-obligation analysis. We’ll review your bank’s Analysis Fee Statement, compare your pricing against national benchmarks, and highlight potential savings and red flags you may have missed, all delivered in a clear, actionable summary.

  • Cost$0
  • Approximate Turnaround24 hours
  • Automated Fee Statement Analysis
  • Pricing vs. Market Benchmarks
  • Feedback from Local Bankers
  • Direct Negotiation with Your Bank
  • Managed RFP to Competing Banks
  • 90-Day Implementation Support

Banker Feedback

This level builds on the automated review by adding real-market insights. We share anonymized details about your banking activity with 2–4 experienced bankers in your market (excluding your own bank) and gather their candid feedback, giving you an outside perspective on where you stand and what could be improved.

  • Cost$99
  • Approximate Turnaround3 business days
  • Automated Fee Statement Analysis
  • Pricing vs. Market Benchmarks
  • Feedback from Local Bankers
  • Direct Negotiation with Your Bank
  • Managed RFP to Competing Banks
  • 90-Day Implementation Support
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Fee Review

When you’re ready for results, we’ll act on your behalf. Using insights from our analysis, we approach your bank directly to negotiate better pricing and terms, aiming for immediate cost reductions and a fairer structure; so you don’t have to handle the awkward conversations.

  • Cost$395
  • Approximate Turnaround10 business days
  • Automated Fee Statement Analysis
  • Pricing vs. Market Benchmarks
  • Feedback from Local Bankers
  • Direct Negotiation with Your Bank
  • Managed RFP to Competing Banks
  • 90-Day Implementation Support

Full RFP

For a deeper market test, we guide you through a structured Request for Proposal (RFP) with selected banks in your region. We handle the outreach, coordinate competitive quotes, and host virtual finalist meetings, because the right banking partner is about more than just the lowest fee. Should you switch banks, we stay with you for 90 days to ensure the promises made become the reality you experience.

  • Cost$995
  • Approximate Turnaround1 Month
  • Automated Fee Statement Analysis
  • Pricing vs. Market Benchmarks
  • Feedback from Local Bankers
  • Direct Negotiation with Your Bank
  • Managed RFP to Competing Banks
  • 90-Day Implementation Support
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Not sure which option is right for you?

Start with the free review to understand your current fees, then upgrade if you need additional services.

Start Free Review