Modernize Your Fee Schedule and Maximize Revenue
Our Fee Review and Optimization Assessment uses our extensive Pricing Database to evaluate your existing fees and compare them against a select group of similar institutions in your competitive landscape. By understanding how your fees stack up, we provide actionable insights to modernize your fee structure and uncover opportunities for additional revenue.
Client Needs Met
This service is perfect for organizations looking to:
- Update Outdated Fees: If you haven’t reviewed or updated your fee schedule in years, this assessment will help you bring it up to date.
- Benchmark Against Market Rates: Evaluate whether your Treasury Management fees are competitive by comparing them to market standards and your competitors.
- Optimize Revenue: Identify opportunities to adjust or introduce new fees to generate additional revenue.
- Ensure Fairness and Competitiveness: Make sure your pricing is fair, competitive, and aligned with the needs of your customers.

The Details
Upon completion of the Fee Review and Optimization Assessment, you’ll receive:
- Proposed Fee Schedule: A revised fee schedule based on our analysis and recommendations, aligned with market trends and your business goals.
- Fee Analysis Workbook: An Excel document that shows the detailed work behind our analysis.
- Fee Review and Analysis Final Recommendations: A comprehensive report explaining our findings, detailing how your current fee schedule compares with the market, and providing recommendations for optimizing your fees to maximize profitability.
Timeline
The Fee Review and Optimization Assessment is completed over 6-8 weeks
Ready to Get Started?
Contact us today to start your Fee Review and Optimization Assessment and ensure your fee structure supports your financial goals.
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