Since 2000

Our team includes experienced bankers, technologists, CRM masters, and software developers with proven results. Performance Insights is a financial services advisory and technology firm transforming client relationship management, sales, and lending. Performance Insights is focused on banks, fintechs, insurance, wealth managers and RIAs.

Why Us

Any financial institution can make do with incremental change—at least for a while. But building a sales team for the future means making bold moves in sales process, technology, and sales management. Our unique team of industry leaders knows how to ask questions and listen to understand your unique needs and to help you establish a starting point for sales transformation.

Our unique software (Performance Navigator) is being used by some of the most prestigious financial institutions in the world to define high performance.
We listen to you; we stay with you every step of the way and celebrate success with you.

The insights to transform your sales team.
The capabilities to actually do it.

To transform your sales team, you need a partner with deep industry knowledge, meaningful insights, and the broadest range of capabilities. A partner who works shoulder to shoulder with you to reach the next level of sales performance.

With expertise in all aspects of banking, lending, loan origination, and credit, Performance Insights is that partner.

It is critical to start with a partner who understands the intersection of business, sales and technology.

For more than two decades, we have designed and implemented profound sales transformations in partnership with the greatest financial institutions.

Performance Insights has delivered real business outcomes rapidly and with certainty for hundreds of financial institutions.

A Few Of Our Clients

  • Umpqua Bank
  • Avidia Bank
  • First Tennessee
  • BMO Harris
  • First South Bank
  • BBVA Compass
  • Ventura County CU
  • South State Bank
  • Shore Funding Solutions
  • The Insurance Center
  • Hills Bank
  • BankNewport
  • Bangor Bank
  • First Federal
  • Banner Bank
  • Busey Bank
  • Spring Valley Bank & Trust
  • Tandem Bank
  • Bedrock Asset Management
  • Citizens Bank
  • Wells Fargo
  • Susquehanna Bank
  • Park Sterling Bank
  • 1st Security Bank
  • New Bridge Bank
  • Royal Bank of Scotland
  • Financial Pacific Leasing
  • Horicon Bank
  • Latevo
  • Bank of America