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interVal can help you save time, streamline operations, and surface favorable lending conditions through the power of valuation
interVal is a “two-way” platform. This means business owners and their banking advisors can view the same information. Within minutes of granting a client access to the platform, following a brief onboarding process, a highly visual and accurate valuation range can be produced. It is worth noting that, on average, this number represents 85% of an owner’s total wealth!Let's talk
With a number in place, interVal offers you and your client an opportunity to dig deeper, set valuation goals and discuss the results. Our technology also makes it easy to continually monitor changes to key ratios and the valuation range itself. Our customers know interVal can help them transform the way business owners view their services, while providing a mechanism to retain customers, offer more informed lending and wealth opportunities and differentiate themselves in the market.Let's talk
interVal makes it possible for you to view and monitor your portfolio of clients in a single, easy-to-interpret dashboard. The platform makes identifying and actioning important changes to your clients’ valuation and other core financial data quick and easy, opening the door for more timely and relevant wealth and loan advisory services.Let's talk
Steve Bolton, Former Head Coach & CEO
Bradley Byard, Business Banking Advisor
We love talking about how we help financial institutions, but we get even more excited when we have a chance to show-off our platform in action. If you would like to schedule some time with us, get a platform tour, and learn how other institutions are leveraging our technology, we are here for you!Book a demo