Consultants
to the financial industry can be more effective and more valuable to their
clients when they are able to analyze financial performance and assess
opportunities for assistance.
Insights for Consultants© is a set of tools that leverage the
vast range of information available through the Internet, but that’s not always
easily accessible or usable. With the
Insights for Consultants©
tools, you can harness information, add value to it, and use the knowledge to
be more insightful during your consulting projects.
You will be a better, more effective consultant and be able
to sell more assignments with Insights for Consultants tools
Just a few of many analyses that can be undertaken with
Insights for Consultants©
include:
Peer Comparisons – An in-depth view of your client institution relative
to a peer group you define for dozens of financial measures and ratios,
including numerous graphs and charts
Historical Trends – A view of your client’s performance over any four
reporting periods to clearly show positive (and negative) trends
Improvement Opportunities Identification – A unique graphical view of
the key profit drivers of your client (or prospective client's) against a peer
group you define to identify areas that you can propose to help improve
Market Share – A valuable tool that downloads branch deposit data to
gauge market share of client institution and all competitors in a market area
you define
Valuations – A sophisticated yet easy to use spreadsheet model that
allows you to value your client bank (or a competitor) using the most accepted
techniques of valuation and perform unlimited “what if” analyses of the impact
on value of varying growth and profitability assumptions
No need to buy costly databases
With
Insights for Consultants©, you have complete control
over the information you use and when you use it. The tools leverage the
enormous amount of publicly available data, but that’s not always easy to find
or use.
Three types of tools are part of the
Insight for Consultants©
tool set. Click on any of the tools for an example page.
 |
 |
 |
| 1. Plain English definitions and explanations of bank financials, ratios, and
metrics |
1. FDIC web site and database |
1. Financial Profile and Trends |
2. Description of bank valuation terms and usage in the assessing value |
2. FFIEC web site and database |
2. Peer and Competitor Comparisons |
|
3. NCUA web site and database (Q3 2004) |
3. Branches and Subsidiaries |
|
|
4. BHC Performance |
|
|
5. Bank Valuation |
Insights for Consultants© is sold on an annual subscription
basis, and updated quarterly so that your information is up-to-date and
reflects a changing industry.
The annual subscription fee is only $325 per user.
For this fee, you receive:
All current glossaries, user guides, and analysis models
Quarterly updates
Any new future glossaries, guides, and models
Quarterly e-mail newsletter with news, hints, and
ideas
Phone support, up to 5 calls during the license period
Top Line Advisors provides the tools and training that will improve the
efficiency and quality of your consulting services to bank, thrift, bank
holding company, and credit union clients.
Click here to find out more about the specific
tools and
training
available to consultants that will make you a more valuable and insightful
advisor to your clients.
