Our Services

Benchmarking & Rating

Using EFA we distill vast quantities of operational data down to measures of success for how effectively financial institutions build quality books of business and how efficiently they use operational resources in doing so. We rate U.S. Banks and Credit Unions with measures more revealing of true marketplace excellence than traditional measures.

Investing

We compare years of financial institution performance to identify current and trending best and worst performers to help you make investment decisions informed well beyond what traditional measures provide to enhance investment confidence. Our ratings differentiate best from good, good from mediocre, mediocre from poor and poor from bad. We rate over 99% of all U.S. Banks and Credit Unions for over 10 years.

Strategic Decisions

Deciding whether to acquire or divest a business, restructure operations, develop new markets or cut costs? We deliver the objective, yet deeper, insights you need to take your organization to the next level.