Financial services location intelligence from Kalibrate
Kalibrate helps banks, credit unions, tax preparation firms, and wealth management providers gain deeper insights to inform real estate decision-making.
- Understand how demographic, psychographic, and firmographic composition impact performance
- Identify opportunities to open new locations
- Maximize profitability through branch optimization when assessing relocations and consolidations
Get in touch today to book a demo at a time that suits you.
Supporting financial service operators
The ongoing evolution of consumer behaviors is changing how customers interact with financial service providers.
Optimize your branch network
The cost of poor performing brick and mortar locations has never been higher. Developing a fact-based foundation is critical to making sound decisions relating to the placement of branches or offices
Strategic M&A for financial institutions
Kalibrate’s analytics help banks and credit unions assess how a prospective acquisition’s footprint will integrate with their existing network to maximize market penetration.
One platform for every department
For clients seeking on-demand access to Kalibrate’s custom solutions or for those interested in having their own analytical sandbox, Kalibrate Location Intelligence (KLI) offers a SOC-certified and highly configurable platform.
Solutions for financial services
Our platforms and services are backed by the extensive industry expertise of the Kalibrate team
Kalibrate Location Intelligence
Centralize all relevant data within one geospatial platform, providing a single source of truth for your analysis.
Visualize meaningful information, create custom queries and reports, and generate forecasts for existing and potential locations
Predictive models
Utilize our models to identify consolidation opportunities; pinpoint overlapping branches where consolidation can reduce operational costs and maximize profitability.
Discover which acquired branches will expand your reach into underserved market segments and uncover your growth potential.
Whitespace analysis
Identify infull opportunities or take a data-led approach to new market entry.
Kalibrate’s whitespace analysis leverages a wide range of data sources to show you where you should go next based on your risk attitude and strategic objectives.
Ready to learn more?
Get in touch to start the conversation.
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What types of question are your clients typically trying to answer?
At present, Kalibrate is engaged with a large number of operators seeking bank branch optimization and credit union branch optimization.
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Do I need to sign up to a software contract?
No. Our solutions are design to ‘meet your where you are’. If you’re looking for the answer regarding where to expand, we offer this as a standalone consultancy engagement which delivers a roadmap of markets and potential locations. Other standalone engagements include white space analysis, hotspot analysis, or portfolio optimization.
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How does data visualization, analytics, and reporting work in the software?
Kalibrate Location Intelligence allows users to view/edit/add any first party data related to your customers, locations, or competitors. Users can run demographic and competitor reports, and create sales forecast reports using models that are developed and integrated for use.
In addition, users can visualize thematic maps, view and report on customer loyalty data, and view and report on mobile/foot traffic data. The platform supports bulk reporting/mapping and has an API for an ongoing transfer of data.
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Can data be imported directly into the platform?
Data can be imported in two ways:
1. End user drag and drop: Microsoft Excel data can be dragged and dropped into the software. As part of this process, data can be automatically geocoded. Once the data is on the map it can be shared with other people in the organization.
2. A secure API can be set up for ongoing uploading and downloading of data.