We’re charting the future of Health Equity with HFMA Read the Press Release
![An icon illustrating the concept of the financial services industry](https://equityquotient.io/wp-content/uploads/2022/12/eq-industry-icon-financial-services-cropped.png)
Banking
Explore our Case Studies:
Banking
![An icon illustrating the concept of the financial services industry](https://equityquotient.io/wp-content/uploads/2022/12/eq-industry-icon-financial-services.png)
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.
![An icon illustrating the concept of the financial services industry](https://equityquotient.io/wp-content/uploads/2022/12/eq-industry-icon-financial-services-cropped.png)
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.
![](https://equityquotient.io/wp-content/uploads/2023/08/Banking-Hybrid-Equity-Quotient-by-Region_5-1024x811.png)
![](https://equityquotient.io/wp-content/uploads/2023/07/Banking-Hybrid-Interest-Rates_4.png)
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.
![](https://equityquotient.io/wp-content/uploads/2023/07/Banking-Hybrid-Mortgage-Credit-Funnels_4.png)
Turn insights into action and impact!
![](https://equityquotient.io/wp-content/uploads/2023/07/Artboard-37_3.png)
Shift marketing
to build stronger funnel in top opportunity regions.
![](https://equityquotient.io/wp-content/uploads/2023/07/Artboard-24.png)
Hire diverse talent
that aligns to its opportunity markets to boost originations and lower defaults.
![](https://equityquotient.io/wp-content/uploads/2023/07/Artboard-37_1.png)
Adjust AI models
that underpin automated decisions throughout the funnel for loans and policies.