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Bank Director Insights Report: Driving Core Deposit Growth with Data DOWNLOAD HERE
Fri May 29, 2026, 11:00-11:45 AM ET

Call Report Insights: What's New. What's Popular.

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Webinar

Call Report Insights: What's New. What's Popular.

Join our upcoming Coffee Talk on Call Report Insights (formerly QwickAnalytics) where we’ll showcase new and popular features, and share real-world examples of how customers are using the solution to save time, make more informed decisions, and better manage their bank. We’ll also introduce our new solution, Household Insights, which goes beyond public call report data by using your bank’s customer account data and peer benchmarking to identify targeted growth opportunities.

In this Coffee Talk, we'll cover:

  • New enhancements: including the Peer Group Performance Matrix.
  • Popular features and tools: customer favorites such as industry trends, NIM & key ratio decomposition, and more.
  • Household Insights: a brief tour showing how to upload your customer account data and automatically compare household trends against peers—identifying targeted opportunities for deposit, loan and fee income growth. A 90-day complimentary access trial is available to Call Report Insights customers.
  • Your questions: send them in advance to Info@OptimaFI.com or ask during the Coffee Talk.

Register!

Speakers
  • Steve HuntingtonSteve HuntingtonSteve HuntingtonSteve HuntingtonSteve HuntingtonSteve HuntingtonSteve Huntington
    Steve Huntington
    SVP, Director of Analytics
  • Rick ClaypooleRick ClaypooleRick ClaypooleRick ClaypooleRick ClaypooleRick ClaypooleRick Claypoole
    Rick Claypoole
    President, SaaS Solutions
Background

Driving your sustainable profitability growth.

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