Over 85 percent of businesses overpay for banking & merchant services.

Most finance professionals agree their fees are high, but they don't understand how to reduce them.

Our solution combines industry expertise, proprietary technology, and market data to benchmark and reduce bank fees for clients. We compare your fees to the industry and identify all cost savings opportunities to begin our proven negotiation process.

We are the industry-leading experts in treasury management evaluation with a team of former banking professionals to support your business. We've helped hundreds of clients across all industries recognize meaningful recurring savings for their organization through our data driven philosophy and approach.

Our commitment is to maintain current banking relationships, getting you an average of 25-40% typical savings with minimal work for the client, and causing no disruption to your business or banking relationship.

Our calculated approach involves
these five stages for every project:

1. STEP 1 - COLLECT

• Define the project scope
• Collect bank statements
• Review documentation
• Understand your challenges & pain points

2. STEP 2 - ANALYZE POTENTIAL

• Conduct a thorough analysis of your services, fees, and account structure
• Benchmark against what others are paying
• Verify services are still necessary

3. STEP 3 - REVIEW SUMMARY OF SAVINGS

• Present summary of findings
• Agree on negotiation strategy, roles & timeline

4. STEP 4 - DEVELOP ROADMAP

• Sign engagement letter
• Manage the negotiation
• Receive and analyze responses
• Present results in a holistic & comprehensive manner

5. STEP 5 - SUSTAIN RESULTS

• Realize savings & service improvement
• Secure pricing structure with prospective 3-5-year commitments from banks
• Track performance & report results - REPORT CARD
• Monitor your fees
• Identify ongoing savings opportunities