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Free Revenue Opportunity Analysis

Please complete the following data request form and our business analysts will conduct a free Velocity Financial Impact Analysis customized for your financial institution!

  • For instance, core provider = Fiserv and core product = Signature.
  • How many branches do you have?
  • PCAs = Personal Checking Accounts
    a. Number of new PCAs opened last year or in the previous 12 months:
    Typical data source: Your internal reports
  • b. Number of PCAs closed last year or in the previous 12 months:
    Typical data source: Your internal reports
  • Typical data source: Your internal reports
  • a. Total NSF / OD Income from PCAs last year or the previous 12 months.
    Typical data source: General ledger
  • b. Current fee charged for an item paid into overdraft
    Typical data source: As listed on your fee schedule
  • c. Do you have a formal overdraft program?
    Enter "no" or provide name of your overdraft program or vendor
  • d. Do you allow overdrafts to occur at point of sale on a debit card?
    Yes/No
  • e. What is your current overdraft limit?
    Please enter a dollar figure (e.g. $500)
  • Typical data source: General ledger
  • Typical data source: Your internal reports
  • a. PCAs that do not have a debit card
    Typical data source: Debit card processor reports
  • b. PCAs with a debit card but no transactions last month
    Typical data source: Debit card processor reports
  • c. PCAs with 1-20 debit card transactions last month
    Typical data source: Debit card processor reports
  • d. PCAs with 21 or more debit card transactions last month
    Typical data source: Debit card processor reports
  • Typical data source: Debit card processor reports
  • Typical data source: Debit card processor reports
  • Typical data source: Debit card processor reports