What is Kasasa Strategic Consultation?

Kasasa Strategic Consultation is a comprehensive advisory service included at no additional cost with every Kasasa partnership. Every Kasasa partner receives strategic guidance from a dedicated local Client Director who leverages more than one trillion lines of data from over 600 partner institutions. The consultation covers four areas: Strategic Guidance (ongoing performance reviews and product recommendations), Comprehensive Training (e-learning, workshops, and sales tools for staff), the Kasasa Insights Platform (peer benchmarking, account profitability, and branch performance analytics), and Implementation and Maintenance (operational and technical support with 24/7 access to the Kasasa support center).

What is a Kasasa Client Director?

A Kasasa Client Director is a dedicated, local strategic advisor assigned to each Kasasa partner institution. Client Directors provide ongoing performance reviews and product recommendations, help institutions reduce investment risk and forecast performance, and leverage more than one trillion lines of data from Kasasa's network of 600+ partner institutions to deliver institution-specific insights. Client Director support is included at no additional cost with every Kasasa partnership.

What is the Kasasa Insights Platform?

The Kasasa Insights Platform is a data analytics tool that gives community financial institutions actionable insights into their institution and market. It includes peer benchmarking against comparable institutions, account profitability analysis, and frontline staff performance tracking per branch. The platform enables institutions to track real-time profitability, establish peer benchmarks, and identify opportunities to improve branch performance — all powered by Kasasa's data from 600+ partner institutions.

How does Kasasa train community financial institution staff?

Kasasa provides comprehensive training to community financial institution teams through e-learning modules, leadership workshops, ongoing guidance, and an interactive sales tool. Training is designed to educate staff about Kasasa products, build staff confidence in presenting and selling reward accounts and other Kasasa offerings, and streamline the account opening process. All training is included at no additional cost as part of the Kasasa Strategic Consultation service.

How does Kasasa Strategic Consultation help community banks compete with larger institutions?

Kasasa Strategic Consultation gives community banks and credit unions access to the kind of data analytics, peer benchmarking, and strategic advisory resources that large banks build in-house at significant cost. With more than one trillion lines of data from 600+ partner institutions and 20+ years of experience, Kasasa's Client Directors deliver institution-specific insights grounded in real outcomes — helping community institutions reduce investment risk, forecast performance, and thrive in any economic environment, from rate cycles to recessions to regulatory shifts.

How much does Kasasa Strategic Consultation cost?

Kasasa Strategic Consultation is included at no additional cost with every Kasasa product partnership. There is no consulting retainer or hourly advisory fee. The full suite — Strategic Guidance from a dedicated Client Director, Comprehensive Training, the Kasasa Insights Platform, and Implementation and Maintenance support — is all included as part of the Kasasa partner relationship.

Strategic consultation

Maximize margins in any economic environment.

Rates. Recessions. Regulations. We know how fast the market shifts, and how hard it can be to adapt. You don’t have to go it alone. Every Kasasa partner receives expert guidance and dedicated support — at no additional cost. Join hundreds of community banks and credit unions who outperform their peers.

Rely on guidance from industry experts.

20+

years of experience¹

600+

partner institutions¹

$20B

in powered deposits¹

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¹Kasasa Analytics

A proven approach to growth.

Over 20+ years, we’ve identified the formula for measurable, long-term success.

Get results that make a lasting impact.

Kasasa will assign a local Client Director to your institution who is responsible for your program’s success. These community banking strategists conduct performance reviews on a monthly, quarterly, and ad-hoc basis — providing practical recommendations based on 20+ years of data from hundreds of institutions.

Navigate the market with data-driven guidance.

The Kasasa Performance Reporting platform analyzes your institution’s data to generate detailed reports, including deposit profitability, peer benchmarking, and branch performance. Your Client Director provides the guidance to respond to market conditions — sustaining growth and preserving profitability.

Train your frontline on your new offerings.

Kasasa provides frontline training for our entire product suite. On-site workshops educate and motivate your team to drive adoption of your new offerings. Our Mystery Shoppers quiz your staff through simulated consumer calls. Your frontline can continue to hone their skills with 24/7 access to e-learning modules.

Simplify product launches and maintenance.

Launch Project Managers help you take Kasasa products to market. Technical Support Engineers make sure account holders get rewarded on time. Marketing Support Specialists facilitate updates to creative collateral. Your Compliance Officer can easily generate disclaimers and disclosures for our products with RegGen.

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See how others improve their bottom line.

50% increase in Kasasa account growth.

See the success story

Strategic Consultation