You know your clients and understand the ins-and-outs of financial advisory. We know banking and make complex financial market data relevant and accessible. Together we can achieve better banking outcomes for your clients.
Our partner program is for financial advisors that understand the business of banking but are looking for data-driven analysis to support their banking recommendations. BankEdge allows advisors to easily analyse relevant market and company data to strategise unique and tailored client recommendations, without doing copious amounts of research. It is a tool to enhance already strong financial support and improve advisor efficiency.
Our world-first algorithm can analyse your clients’ facilities and help you strategise.
Our analysis goes direct to you, because you know your clients best.
Better banking outcomes
Your client has the best-informed recommendations and support.
Your high-level understanding of market pricing can be enriched with data-driven insights tailored to each of your clients’ needs. You can strengthen your client relationships by providing them access to a proprietary algorithm at an exclusive partner rate.
Your clients, our insights
BankEdge is founded on the value of transparency, so we believe your clients are yours. We stand for reciprocal business-bank relationships and strong business-advisor relationships.
The partner process
Know your information is safe
Sign a non-disclosure agreement, either ours or yours. This protects you and your clients.
Access the platform
Familiarise yourself with the platform and its capabilities.
Analyse your clients’ position
Create a new unique analysis for each client, for tailored recommendations.
As CFO, I foster a healthy, supportive and mutually beneficial relationship with each bank. Over the past 18 months I have used BankEdge to reduce our funding costs to a fair and competitive level.Anthony RousCFO, Kennards Self Storage
We continue to be impressed with the level of bank pricing insights provided by BankEdge Margin Review. All stakeholders have benefited from the transparent benchmarking process which has assisted in achieving competitive outcomes.Peter Geizer, Ph.D.General Manager, INC Invest