Automated Client Discovery.
Uncovering Wealth and Lending Opportunities.

interVal can help you save time, streamline operations, and surface favorable lending conditions through the power of valuation

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How does interVal work?

Start With A Number.

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!

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Valuation As A Catalyst For Deeper Conversation.

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.

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Give Your Advisors An Aggregate View Of Their Client Base.

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.

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Part of our coaching philosophy and effort to grow Owner prosperity includes delivering tools and technology to our business Owners so that they can focus on running their business. Using this tool, we can help member-Owners unlock real-time insight from accounting and other data they’re already producing.

Steve Bolton, Former Head Coach & CEO

steve bolton
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Using interVal with my members has opened up many conversations about their long-term goals and gives us a tool to track their progress over time. interVal is an easy way for us to provide existing and prospective members with a tangible way to understand their overall business health.

Bradley Byard, Business Banking Advisor

Let's Connect.

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!

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