Show Up Early & Don't Compete on Rates.
Business owners don’t want another quote, they want a partner.
interVal is the Visibility Engine into business-owner health and decisions, so you show up before you’re just a number on a rate sheet.
Learn how other Banks are leveraging interVal.
IDENTIFY EARLY AND WIN.
Banks don’t lose business because competitors are better; they lose it because competitors show up first.
interVal turns the data you already have into real-time visibility, early warnings, early opportunities, and early handoffs, so you lead conversations instead of reacting to them.
What you can identify early:
- Businesses preparing to expand or borrow
- Businesses experiencing stress or elevated risk
- Owners heading toward succession or sale
- Deposits at risk of flight
- Wealth and insurance opportunities months earlier
Help your team know where to show up, when to show up, and what to say, before anyone else gets in the door.
Your Existing Portfolio Is Your Growth Engine.
Your team doesn’t need more dashboards; they need to know which relationships need attention right now.
interVal continuously manages your SMB portfolio to highlight the clients most likely to grow, borrow, leave, or transition.
Bankers focus their time where it matters:
- Protecting deposits
- Winning lending opportunities before competitors arrive
- Initiating wealth conversations at the ideal moment
- Deepening full-bank relationships
Visibility drives efficiency, not the other way around.
Healthier Businesses. Stickier Relationships.
Owners make better decisions when they understand their value. They expand sooner, borrow with confidence, and consolidate relationships.
interVal helps your clients grow, and growing businesses stay loyal.
Healthy businesses drive:
- More lending
- More deposits
- More treasury and specialty products
- More wealth referrals
- Higher lifetime value
Everyone wins when you’re early and when you help them grow.
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interVal helped us bring business-owner conversations to life. It’s given our advisors the confidence to lead with insight, and that’s made all the difference.
Brent Allen, CFP, FMA, MBA | EVP Head of Sales & Distribution
IG Wealth Management
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With interVal, we finally have a tool to give clients a realistic understanding of the value of their business, and the KPIs to maximize their enterprise value and develop more realistic plans for their future.
Jason Pereira | Sr Partner & Financial Planner
Woodgate Financial
There's a reason why we're in this industry, wanting to work with small business owners and entrepreneurs. Their success is our success, and interVal is really helping us help them.
Vanessa Salvador CPA, CA, LPA | Partner
Tino-Gaetani & Carusi
SOC 2 Type 2 Certified
Enterprise-grade security with annual audits, encryption, and comprehensive data protection protocols.