The Complete BankWatch Pro Engine
Stop guessing.
Your day is a storm of questions: "What’s the market doing?", "Is my target portfolio healthy?", "Who do I call today?". You're drowning in outdated call reports, generic news feeds, and spreadsheets that tell you what happened last quarter, not what's happening right now.
This isn't analysis; it's archaeology. While you're digging through old filings, the real deals are being done by people who see the market in real-time.
"The market doesn't reward hard work; it rewards the right work. BankWatch Pro was built to eliminate the wrong work. I unified FDIC data, AI analysis, and outreach automation because the industry needed a weapon, not another spreadsheet."
This is a complete overview of the engine. There is no fluff. This is how you move from data to a deal.
The Dashboard: Your Command Center
The dashboard wasn't built to show you charts; it was built to give you answers. It aggregates live data into a single pane of glass for immediate situational awareness, from your personal pipeline to the entire market.
The Credit Box: Your Targeting System
The Credit Box is not a filter. It's a screening engine. It allows you to define your ideal target with surgical precision across the entire US banking landscape. This is where you separate signal from noise.
- Financial Filtering: Set precise thresholds for Asset Range, NPL Ratios, ROA, Net Interest Margin, and Capital Ratios. Find profitable, well-capitalized banks and screen out the rest.
- Portfolio Concentration: Find banks that specialize in a specific asset class (like CRE or Agriculture) or, more importantly, find banks that have a gap in their portfolio that your assets can fill.
- Match Confidence Score: The engine doesn’t just give you a list; it gives you a prioritized kill list. It calculates a weighted score for every bank, showing you the mathematically best fit for your strategy at the top.
The Bank Directory: Your Hunting Ground
Once you've run your screen, this is your results page. It's not a static list. It's a dynamic database built for rapid execution. Key risk indicators are color-coded. Red means risk. Green means opportunity. See a target? Click the star. It's now in your pipeline. It’s that simple.
The Bank Details Modal: Your Digital Dossier
Once a target is identified, this is your kill-folder. It’s a single pane of glass that aggregates every piece of data you need to build your thesis and your pitch.
Section A: Analysis
This is where you find your angle.
- AI Risk Commentary: The engine reads the raw financials and writes a plain-English summary of the bank's risks and opportunities. It does the first hour of your work in ten seconds.
- Benchmark Analysis: Define a peer group by asset size and state, and our AI writes a report on where the bank is outperforming or lagging its competition. This is your leverage.
- Community Profile: We integrate US Census data. Is the bank headquartered in a growing market or a dying one? We show you.
The Outreach Suite: From Targeting to Transaction
Analysis without action is a waste of time. The Outreach Suite is built to standardize and accelerate your communication, turning your insights into conversations.
- Intelligence & Contact Discovery: We solve the "who do I talk to?" problem. Our dual-engine search uses AI to identify key executives and Hunter.io to find their email patterns. We construct and verify the email before you ever hit send.
- AI-Powered Email Writing: The email engine uses dynamic placeholders (`{{bankROA}}`) and a "Write with AI" button. Tell it: "Write an intro email to the CFO about their rising NPLs," and it does.
- Automation Workflows: Define a multi-day engagement path. Day 1: Send intro. Day 3: Task to visit LinkedIn profile. Day 7: Send follow-up. You can even ask the AI to build the entire campaign for you.
This is the end of guesswork.
BankWatch Pro is not a research tool. It is an execution platform. It was built to close the gap between seeing a market trend and engaging a specific bank. It ensures every insight is one click away from a deal.
- The Builder
From Data to Deals. Instantly.
Stop analyzing the past. Start executing on the future. See the engine in action.
I’m a debt industry innovator who bridges the gap between finance and technology. As a consultant and broker to direct lenders, I specialize in the buying, selling, and strategic management of debt portfolios for banks and financial institutions, utilizing custom tech solutions to maximize client returns.
“Knowing the crash is coming is only half the battle. You need to clear your balance sheet before the yield curve inverts. We have opened a Fast-Track Liquidity Lane for commercial paper at Fitzgerald Advisors.” Offload Your Commercial Portfolio Now