Is your bank leaving money on the table?

Revenue leakage is the silent killer of profitability in banks

Profitability is being eroded due to undetected issues

Deposit pressures and margin compression demand action

Revenue leakage is the silent killer of profitability in banks

We Help Community Banks Identify, Quantify & Recover Revenue Leakage

pinpoint and fix revenue leakage through three easy steps

ROA Diagnostic

Short self-assessment to help identify symptoms of leakage and baseline efficiency

ROA Deep Dive

Deeper dive assessment to quanify the dollar impact and root causes of ROA errosion

ROA Intelligence

Revenue Assurance to sustain ROA recovery through continuous intelligent monitoring

Take the ROA Diagnostic

Rapid check of potential hidden revenue leakage

Start the free diagnostic now - it only takes 15 minutes:

Complete each set of questions and press NEXT to proceed

First Name *

Last Name *

Email *

Phone

Organization *

Role *

City

State

Country

Website

Does your bank experience issues with charging customers incorrectly for fees, service charges, or interest calculations - either undercharging (revenue loss) or overcharging (compliance risk)?

*

Yes, frequently (weekly/monthly)

Occasionally (few times per year)

Rarely/Never

Don't know / Not measured

Does your bank have a centralized, integrated system for charging customers across all product lines (deposits, loans, treasury services, etc.), or are charges managed through multiple systems?

*

Single centralized system

Mostly centralized with some exceptions

Multiple systems by product line

Don't know

How often do customers complain about billing errors (being charged incorrectly relative to agreed-upon pricing)?

*

Frequently (daily/weekly)

Occasionally (several times per year)

Rarely / Never

Don’t know / Not measured

Do loan officers, branch managers, or relationship managers have the ability to offer discounts or waive fees without documented approval processes?

*

Yes, at their discretion with minimal controls

Yes, but with approval workflows

No, all pricing requires formal approval

Don't know

If you had to guess, which 2-3 product areas at your bank are most at risk for revenue leakage or billing errors? (e.g., deposit fees, loan pricing, treasury services, etc.)

What efforts to date have you used to help identify and eliminate revenue leakage?

What's your biggest concern or question about revenue leakage at your bank?

STILL NOT SURE IF THIS IS FOR YOU?

Frequently Asked Questions

Q1: How long does the free ROA diagnostic take?

The assessment takes about 15 minutes to complete. Once you submit, our team will prepare a tailored report that identifies ROA recovery opportunities.

Q2: Is this really free, or is there a catch?

It's genuinely free - no credit card required, no strings attached. We created this tool because we believe community banks deserve to know where they stand. Whether you ever work with us or not, you'll get valuable insights you can act on immediately.

Q3: Is my information kept confidential?

Absolutely. Your data is encrypted and stored securely. We will never share your specific bank information with anyone.

Q4: What happens after I complete the diagnostic?

Our team will review your diagnostic and identify the top opportunity and risk areas. We'll email you a PDF report within 7 days. You can then choose to schedule a free 30-minute call to discuss your results.

Q5: Can I retake the diagnostic later to track improvement?

Absolutely! We encourage banks to retake it annually (or after implementing major changes) to measure progress. You'll be able to see how your scores have improved over time.

Q6: Can I complete this on my phone or tablet?

Yes! The diagnostic is fully mobile-responsive. All modern browsers work: Chrome, Firefox, Safari, and Edge. If you experience any technical issues, just email us and we'll help troubleshoot.

Q7: Is this diagnostic compliant with banking regulations?

The diagnostic itself is simply an analytical tool - it doesn't involve any regulated activities.

Q8: Do you work with banks of all sizes?

We primarily work with community banks from $100M to $10B in assets, though we've worked with banks both smaller and larger.

Q9: Who at the bank should complete this?

Typically the CFO, Controller, or VP of Finance. CEOs, COOs, CROs are welcome to complete it too.