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OptimaFI’s Household Insights, a new tool giving credit unions and community banks household-level account intelligence, was one of 72 live demos on stage at FinovateFall 2026.
Many banks look at call report data for benchmarking, but they’re missing an opportunity to add more context to that data, says Tim Keith, founder and CEO at OptimaFI. A deep peer intelligence approach can help bank leaders understand how they compare with their peer group and take a targeted approach to addressing balance sheet concerns, such as deposit pricing.
Topics Discussed Include:
This article was originally published on BankDirector.



