Bank Fee Analysis Features

Bank Fee Analysis features an intuitive, web browser interface that makes bank fee analysis as easy as surfing the Internet, and it allows you to drill down on any item for additional details. Selective filters let you display only the banks, accounts and bank fees of interest, and similar services are automatically grouped, so you can compare services even when they use different codes.

Tracking and notification procedures for detected overcharges can be automated using the integrated research module. Email alerts notify banks of fee errors, which are then tracked within the bank software system as open issues. Automated escalation ensures prompt resolution.

Statement Analysis

View your current and historical statements. Display your total or average fees over monthly, quarterly or yearly time periods and "drill down" individual accounts for details.

Price Analysis

Compare the bank fees that you were charged to your baseline or contract fee prices. Selective filters highlight over-, under- and correctly-charged items for any account.

Period Overview

Review fee trends over time. Compare services, balances, compensation and total fees at the bank or account level.

Bank Analysis

Compare your bank fees by actual amount, by percentage differences, or by amount differences across banks. You can use this bank account data to identify banks that are performing well.

Quantity Analysis

Confirm that quantities are correct for fees charged by item. Selective filters highlight over-, under- and correctly-reported quantities for any account.

Cube Analysis Report

View and report on data for any of your banks and accounts. Interactive cube analysis reports feature standard spreadsheet functionality and allow dynamic comparison of data on net service charges, fee amount and quantity, contract pricing, over- and under-charges, quantity analysis and NSF items.