Financial Peer Benchmarking

Financial Peer Benchmarking

Finance benchmarking is a process that helps banks show consumers how their income and spending compares to others like them with exclusive income and spend analysis tools.

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Context and Comparisons for Financial Wellness

Financial Peer Comparisons

Enable consumers to compare their spending to others with similar income levels or geographic location with financial comparisons by peers.  Analyze how much consumer segments spend by category or merchant, and compare savings and credit card balances. Help your users set smart goals relative to their financial peers, and use comparison data to inform financial planning and drive specialized consumer offerings.

This product is available via
  • API

Peer Comparisons for Greater Context

Key Benefits

Compare spending, credit card balances, and savings across financial peer groups to offer more personalized financial advice and services.

Unique Peer-Related Advice

Tailor advice to consumers based on how they compare to peers with similar income and geographic locations

Customer Segmentation

Use peer bank benchmarking data to offer services and solutions to the right segments to drive long-term engagement and increase wallet-share

Complete Picture

By comparing their financial data to their peers, peer benchmarking can provide much-needed context for consumers and advisors in the financial services industry.

Key Performance Indicators

See context and compare processes and performance, based on income and geography, spend by category or merchant, and balance by credit/savings

Rich Peer Data

Get a complete and clear picture with comparisons based on billions of transactions

Timely Comparisons

Peer benchmarking data is calculated continually, so the data reflects new trends


Driving Customer Advocacy Through Hyper-Personalized Financial Experiences

In a world where brands battle for their very survival, the best – and even the only way to succeed is to foster customer loyalty by driving customer advocacy through hyper-personalized digital experiences. In this eBook, we’ll show how.



Insights Overview Video

Learn more about how Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand. Tailored banking services use meaningful insights on spending, borrowing, saving and planning to foster financial wellness and drive loyalty among their customers.

Insights Solutions

Dive into resources to get to know Insights Solutions. Download ebooks, data sheets, whitepapers, and more.