Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: CD Valet is a CD marketplace that features verified CD rates from federally insured banks and credit unions. With tens of thousands of CD offers tracked across the country, CD Valet gives savers a clear view of top rates and helps them explore high-yield CD options with reliable returns.

For financial institutions looking to raise deposits and attract new customers, CD Valet is a reliable and cost-effective channel that helps boost the visibility of their brand and CD offerings to high-intent CD shoppers in their target market.

How they describe their product/innovation: CD Valet’s Market Intelligence Tool (MIT) is a data analysis platform designed for financial institutions to monitor and analyze the competitive landscape of Certificate of Deposit (CD) rates. Providing insights into competitor offerings, historical rate trends, and consumer CD preferences, the MIT enables banks and credit unions to make informed decisions about pricing, marketing, and asset/liability management. Using 30,000 CD rates from over 4,000 banks and credit unions, the MIT delivers real-time data to compete and win in the deposit marketplace.

Product distribution strategy: Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Josh Williams (Head of Partnerships), [email protected], 206-579-9547
Press: Mary Grace Roske (Head of Marketing & Communications), [email protected], 206-235-8518