We’re charting the future of Health Equity with HFMA Read the Press Release
Banking
Understand your markets and stakeholders more deeply to hone demographic alignment, unlock new growth, stay compliant, and reduce risk.
Explore our Case Studies:
Banking
Understand your markets and stakeholders more deeply to hone demographic alignment, unlock new growth, stay compliant, and reduce risk.
Explore our Case Studies:
Consumer Financial Services Provider
Scenario
National consumer-focused financial services provider seeking to improve ESG S impact posture to drive growth.
Client Challenge
Head of ESG for national banking and insurance provider to military veterans and their families seeking to establish and track current state S in ESG metrics with goal of improving efficacy of data powering ESG posture and drive strategies for sustainable, resilient growth across the country.
EQ Solution
EQ equity dashboards provide a comprehensive overview of the company’s stakeholder portfolios–employees, suppliers, customers, and targeted communities–based on rich data and advanced analytics to power a platform for decision making and compliance reporting at cost of 10% of building in-house.
A dashboard that optimizes decision making
National EQ index
Advanced analytics provide summary view of how the firm’s customer portfolio aligns to its markets from a demographic standpoint across the country.
Explore interest rate variance
Insight into pricing bands on interest rates and insurance premiums by race/ethnicity for every level of income bracket and loan/policy amounts compared to industry.
Unpack approval funnels
Loan/policy originations compared to the target market population combined with approval rates leverage ratios by race/ethnicity.
Turn insights into action and impact!
Shift marketing
to build stronger funnel in top opportunity regions.
Hire diverse talent
that aligns to its opportunity markets to boost originations and lower defaults.
Adjust AI models
that underpin automated decisions throughout the funnel for loans and policies.