Automated Client Discovery.
Uncovering Wealth and Lending Opportunities.

interVal can help you save time, streamline operations, and surface favorable lending and investing conditions through the power of automated discovery. 

Our platform makes it quick and easy to surface actionable insights to help you advise your clients proactively. We are unlocking more revenue opportunities in commercial lending, M&A mandates, wealth & insurance product placement, and business improvement consulting.

Learn how other financial institutions are leveraging interVal.

Canadian Western bank
First West
Turner Moore

How does interVal work ?

Start With A Number.

interVal is a “two-way” platform. This means banking advisors and their associated business owners can view the same information. Within minutes of granting a client access to the platform, following a brief onboarding process, highly visual and accurate actionable insights can be produced.

platform 1

Valuation As A Catalyst For Deeper Conversation.

With instant access to Key Metrics, Insights, and Valuation, 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 financial insights. 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.

platform 2

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’ core financial and business valuation and other data quick and easy, opening the door for more timely and relevant wealth and loan advisory services.

platform 3
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
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

Bradley Byard

Hear what other customers are saying

Let's Connect.

Seeing our platform in action is the easiest way to see how interVal can help financial institutions with automation. If you would like to ask questions, get a platform tour, and learn how other firms are leveraging interVal technology, we are here for you!