Growth opportunities are very often linked to other departments within an organization. For example, a Relationship Manager may work with their SMB clients on day-to-day cash management and advice, but interVal surfacing an opportunity for significant Excess Working Capital may drive a referral to your wealth team, as there may be investable assets to consider. 

Relationship Managers are often the primary banking advisors for a business owner but are in a position to refer work to different departments when the opportunity arises. 

interVal saves you time. The platform acts as an extension of your current systems and uncovers hidden growth opportunities for your SMB clients. With access to key financial health indicators, you can work with your SMB clients to support their financial goals and be a proactive advisor in their business ownership journey.

Financial Institutions are limited by time, people, and access to data. interVal empowers banks with automated insights to unlock AI-driven opportunities, allowing you to proactively advise your clients.  interVal identifies opportunities for advisory in lending, investment management, succession planning, and insurance planning - paving the way for a steadier stream of higher-margin services.