FREQUENTLY ASKED QUESTIONS

EVERYTHING YOU NEED TO KNOW

BELOW YOU’LL FIND ANSWERS TO OUR MOST COMMONLY ASKED QUESTIONS. IF YOU DON’T FIND THE ANSWER YOU ARE LOOKING FOR, PLEASE CONTACT US.

Getting Started

What is Visbanking, in plain English?**

We’re your Bank Intelligence and Action System — a platform that brings together everything you need to understand banks, credit unions, and the industry at large. Think of us as your financial x-ray vision goggles (minus the spandex).

How do I get started?**

Easy — head to visbanking.com, pick a product that fits your needs, and request a demo. Our team will walk you through and make sure you’re up and running in no time.

Do you offer free trials?**

We offer guided demos and pilot programs. Banking data isn’t casual — it’s serious, complex, and sometimes regulated. We want to make sure you get real value from day one, with our team at your side.

Who uses Visbanking?**

Bank executives, board members, industry analysts, vendors, and sometimes the occasional fintech nerd who just really loves call reports.

Do I need to be a data scientist to use Visbanking?**

Nope. If you can click, scroll, and sip coffee at the same time, you can use Visbanking. We built it for executives, not for Python coders (though data scientists love us too).

Can I invite my whole team?**

Yes! Banking is a team sport. You can add multiple users, customize permissions, and keep everyone on the same page.

Is onboarding complicated?**

Not at all. Our team helps you set up, and most customers are fully operational in a single afternoon.

Do you have training resources?**

Yes. We provide videos, guides, and live training sessions. Plus, our analysts are always just a call away.

Prospect

What’s Prospect?**

Prospect is your secret weapon for finding and understanding potential banking customers. See who’s banking where, uncover opportunities, and grow faster. Basically, it’s your new favorite sales map.
👉 Learn more about Prospect →

Can Prospect help vendors sell into banks?**

Absolutely. Vendors use Prospect to map out the competitive landscape and see which banks are ripe for a new relationship.

How current is the Prospect data?**

We update constantly, so you’re never chasing last year’s news.

Talent

How does Talent help me?**

Talent unlocks access to 2.6 million+ banking professionals. Whether you’re recruiting for the C-suite or just need the right credit analyst, Talent helps you find the people who can power your growth.
👉 Explore Talent →

Can Talent help me see where executives are moving?**

Yes. Talent tracks leadership changes, career shifts, and org structures — so you’ll always know who’s where.

Does Talent cover credit unions too?**

You bet. Bank or credit union, if they’ve got people, Talent covers them.

Performance

What does Performance do?**

Performance gives you deep insights into bank and credit union financials. Track profitability, risk, efficiency, and more. Think of it as your high-resolution dashboard for financial health.
👉 See Performance in action →

Can Performance replace my current dashboards?**

Many clients tell us yes. But don’t take our word for it — book a demo and compare side by side.

Does Performance help with board reporting?**

Yes. Clean charts, clear numbers, and regulatory-compliant data — your board package just got an upgrade.

Intel (Coming Soon)

What’s Intel, and when is it launching?**

Intel is our upcoming product for forward-looking insights. Think industry trends, competitive intelligence, and predictive signals — all in one place. Sign up at visbanking.com to be first in line.

Why should I care about Intel?**

Because it’s the future. Intel will help you spot risks and opportunities before they hit the headlines.

Can I get early access to Intel?**

Yep! Sign up at visbanking.com to join our insider list.

Industry Insights

Do you provide industry analysis?**

Yes! Our team of analysts lives and breathes banking data. We publish regular insights on banking trends, risks, and opportunities.

What’s the Quarterly Banking Report?**

It’s our flagship industry briefing — a concise, data-driven snapshot of how banks and credit unions are performing. Perfect for executives, analysts, and anyone who likes their data fresh and well-seasoned.
👉 Read the Quarterly Banking Report →

Can I drill into details on individual banks and credit unions?**

Absolutely. Every bank and credit union has its own detail page on Visbanking, covering financials, leadership, branches, and more.
👉 Search banks and credit unions →

Do you customize analysis for clients?**

Yes. We often prepare tailored reports for executives, vendors, and analysts. If you need something custom, just ask.

How deep do your bank detail pages go?**

Pretty deep. Leadership, locations, deposits, financial performance, trends — enough to keep even the nerdiest analyst happy.

Is the Quarterly Banking Report free?**

We share highlights publicly, but the full report is available to subscribers.

Can you help me compare banks side by side?**

Absolutely. You can benchmark banks and credit unions with just a couple clicks.

Data & Security

Where does your data come from?**

We pull directly from regulatory filings (FDIC, NCUA, FFIEC, etc.), then enrich and organize it so you don’t have to.

How often is your data updated?**

Constantly. Most core datasets are updated quarterly, with some refreshed monthly or weekly.

Is my data safe with you?**

Yes. We operate under strict security standards (SOC 2, GLBA compliance). Data security isn’t a joke — even though we like to tell jokes elsewhere.

Do you cover both banks and credit unions?**

Yes. We track all U.S. banks and credit unions — from the trillion-dollar giants to your local community institution.

How accurate is your data?**

We source directly from regulators and cross-check with multiple feeds. In banking, precision matters — and we take that seriously.

Can I trust your numbers for investor decks?**

Yes. Many clients use Visbanking data for investor presentations, board decks, and regulatory prep.

Do you offer APIs for data access?**

Yes. Developers can connect directly to our data pipeline.

How do you handle compliance?**

We comply with GLBA, SOC 2 standards, and follow best practices for data privacy.

Pricing & Support

How much does Visbanking cost?**

Pricing depends on your use case and team size. We keep it transparent and fair. The best way to get specifics is to request a quick demo.
👉 Request pricing →

Do you offer enterprise pricing?**

Yes. We work with institutions of all sizes — from boutique firms to enterprise banks.

What kind of support do you provide?**

Fast, human, and dependable support. Email, phone, video calls — we’re here for you. Think of us as the opposite of a call center that keeps you on hold forever.

How responsive are you, really?**

Very. Our rule of thumb: respond faster than your coffee cools. And in banking, timing is everything.

Do you have different pricing tiers?**

Yes — from individual licenses to enterprise packages. We’ll find the right fit for your team.

Can I upgrade or downgrade anytime?**

Absolutely. We’re flexible — unlike some contracts you might be used to.

Do you have customer success managers?**

Yes. Every enterprise account gets a dedicated success manager who makes sure you’re getting full value.

What’s your average support response time?**

Hours, not days. Sometimes minutes. We know executives don’t like waiting.

Integration & Tech

Do you integrate with existing systems?**

Yes. We integrate with tools like CRM, HR, and PowerBI so your team can get value without leaving your daily workflows.

Can I export data?**

Yes — CSV, Excel, APIs, and custom integrations are available.

Is this a cloud platform?**

100% cloud, accessible anywhere. But if you’d like to brag that you “moved banking data to the cloud,” we’ll let you take the credit.

Can I connect Visbanking to Salesforce or HubSpot?**

Yes — Prospect and Talent integrate with popular CRMs.

Do you support PowerBI dashboards?**

Yes — and Tableau, Excel, and other BI tools too.

Is there a mobile app?**

Our site is fully mobile-optimized, so you can use Visbanking from your phone or tablet.

Can my IT team control permissions?**

Yes. Admin controls let you manage user access and keep your data secure.

Future & Roadmap

What’s next after Intel?**

More predictive analytics, AI-driven insights, and custom workflows. We’re building Visbanking to be your one-stop intelligence system for financial services.

Do you take feature requests?**

Always. Some of our best ideas come from customers. If you’ve got one, tell us at visbanking.com/contact.

How do I stay updated on new features?**

Subscribe to our newsletter or follow us on LinkedIn.

Do you partner with fintechs?**

Yes. We collaborate with fintechs, vendors, and data providers to expand value.

Will you expand beyond U.S. banks?**

That’s on our radar. For now, we’re laser-focused on U.S. banks and credit unions.

Can I suggest a product idea?**

Please do! We love building with customer input.

Fun But True

Do you guys actually answer emails?**

Yep. Responsiveness is our thing. You’ll hear back quickly — and usually from a real human (not a chatbot pretending to be one).

Can Visbanking make me coffee?**

Not yet. But it can show you which banks are profitable enough to buy a coffee chain.

Do you guys use your own platform?**

Every day. We drink our own coffee (figuratively speaking).

What’s the weirdest use of Visbanking you’ve seen?**

A client used it to scope out potential sponsors for a college football team. Creative, and it worked.

If Visbanking were a movie, what genre would it be?**

Action-thriller meets financial documentary. With better plot twists.

Can you really make banking data fun?**

We like to think so. And if not, at least we make it useful and profitable.