Relationship Depth. Attrition Risk. Prioritized Outreach.
Identify lending relationships with untapped deposit potential, uncover attrition risk, and prioritize the clients that matter most.
Your institution already has the deposits you need—they're just not where you think they are.
Your best deposit opportunities don't come from new clients. They're hiding in the lending relationships you already have. Clients borrow from you but bank elsewhere.
No visibility into unmet needs or wallet gaps. You lack a clear view of where balances are sitting at competing institutions.
Warning signs appear after balances have left. By the time you see attrition, it's already happened.
Representatives spend time on the wrong clients. Without prioritization, effort is scattered across low-value opportunities.
Deposit opportunities are missed. Relationship managers waste cycles. Revenue depends on guesswork instead of intelligence.
DepositIQ combines relationship depth analysis, attrition risk scoring, and priority ranking into one actionable platform.
Read bank data to evaluate relationship depth and deposit levels across every client. Assess every relationship comprehensively.
Calculate attrition risk from four signals: depth, momentum, exposure, and stickiness. Identify clients most likely to leave before they do.
For each wallet gap, recommend the products and services to prioritize for conversion. Industry-aware suggestions via NAICS mapping.
Insights populate a ranked dashboard—the highest-value opportunities and risks, ready to act. Your team's daily call list, ranked by impact.
Understand the true depth of every client relationship across deposits and services.
Score risk from four signals—depth, momentum, exposure, and stickiness—to catch churn before it happens.
Identify exactly where competing institutions hold balances and what products are needed.
NAICS-based suggestions deliver relevant, timely opportunities for each client segment.
A priority list your team can act on every day—deposits, risks, and recommended actions in one view.
See which competitors hold your clients' balances and where vulnerability exists.
Daily ranked dashboard serves as your team's actionable call list—highest-value opportunities first.
Configurable by market and product, with a privacy-first approach using data bands instead of exact figures.
Find balances sitting at competing institutions. Expand existing relationships with relevant products.
Identify clients most likely to leave before they do. Prioritize retention efforts on relationships that matter most.
Focus on the highest-value opportunities first. Eliminate guesswork about which clients to contact.
Expand existing relationships with targeted, relevant products. Turn lending relationships into deposit-rich relationships.
Comprehensive analysis of every client relationship, not surface-level metrics.
Depth, momentum, exposure, and stickiness combined for accurate churn prediction.
Configurable approach protects sensitive information while delivering actionable insights.
Product recommendations tailored to each client's specific industry and needs.
Doubles as an actionable call list so your team knows exactly who to contact first.
Grounded in your own client data—not reports, not benchmarks. A real growth plan.
Every morning, your team opens DepositIQ and sees exactly where the next deposits are.
Wallet-gap intelligence and product recommendations for every client.
Deposit growth strategy and portfolio visibility.
Prioritized outreach plan and competitive opportunity analysis.
Expansion signals and deposit acquisition targets.
CRM quality and relationship tracking workflows.
Unified intelligence for deposit strategy and growth decisions.
We analyze:
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Expand DepositIQ across relationship managers, teams, and markets.
Your institution sits on untapped deposits hidden inside your lending relationships. The challenge isn't finding new clients—it's capturing what you already have.
DepositIQ unifies relationship analysis, attrition risk scoring, and prioritized action into one platform. It transforms your lending relationships into deposit-rich relationships.
See how DepositIQ unifies relationship depth, attrition risk, and growth opportunities into one actionable plan for your institution.
Understand which clients have untapped deposit potential, which relationships are at risk, and where your next deposits are hiding.
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