What Profitability FIT™ Offers

Three Tiers To Maximize Your Returns

Getting started with profitability and only need loan and deposit pricing? Basic or Deluxe can meet your needs.

Want to save time on creating comprehensive reports for monthly customer profitability, as well as officer and branch performance? Then Pro is for you.

Choose the option that produces the analysis and reporting your institution needs.

Features Basic Deluxe Pro
Application Features Limited Capability     Included
Loan and deposit pricing
Pricing hedges, participations, SBA and other unique loan types
Pricing renewals and existing loans
Relationship pricing
Household grouping (relationship linking)    
Comprehensive View of Profitability
Configurable assumptions
Review profitability by loan, deposit and fee income
Track fee income    
Identify relationship revenue enhancements and cross-sell opportunities    
Identify most and least profitable relationships and products    
Track new accounts and upcoming maturities    
Advisory Services and Support
Implementation support
Phone support and self-paced training library
Instructor-led training
Advisory consultation (in-depth review/analysis)    
Reports & Data Services
Loan pricing summary reports (on-demand)
Pipeline reports  
Comprehensive relationship reports    
Customer profitability reports (monthly)    
Officer and branch performance scorecard    
Executive reports (quarterly)    
Access Level
User licenses 3 Users Enterprise License Enterprise License

Pricing is based on your institution’s asset size. Contact us for your specific pricing.

Take Advantage of our e-Consultant with Pro

Profitability FIT Pro e-consultant

Explore opportunities with our e-Consultant. Our e-Consultant generates top opportunities, saving your team time and allowing them to focus on actionable recommendations to improve returns.

See your:

  • Most profitable customers
  • Largest deposit customers
  • Cross-sell/increase wallet-share opportunities
  • Fee income opportunities
  • Pricing opportunities

What Profitability Modeling Can Deliver

Profitability Article
Discover peer-tested strategies to improve profitability in this round table discussion.
Profitability Webinar
Learn how customer profitability modeling offers greater transparency, as well as when higher deposit rates do and do not make sense.

Discover More Resources