Overdraft Innovators with 25+ Years of Experience

Expert Guidance. Unmatched Results.

Since we began in 1998, through our various bank consulting services, we’ve kept our focus on what we do best: attracting and retaining customers, streamlining operations, ensuring compliance, and helping community banks and credit unions build revenue. Over the years, we have shared that knowledge through collaboration with banks and credit unions nationwide.

Our overdraft management system, mystery shopping, frontline sales training, and rewards checking programs help you gain a competitive edge, retain accountholders, and improve non-interest income.

Coworker displaying charts on a tablet computer.

Our team of industry experts partner with you to identify and implement turnkey programs customized to your business that will help you differentiate your financial institution in your market. We have a proven track record of helping community banks and credit unions implement programs that maintain the balance between consumer-focused service, revenue generation, and risk management.

Creating charts.

Our team will design the ideal program for your financial institution, including the tools, comprehensive training, ongoing support, and compliance expertise you need. Pinnacle’s time-tested methodology also integrates keen marketplace insights, the regulatory climate, and your evolving goals to create a solution that meets your needs today and tomorrow.

Why Banks and Credit Unions Choose Pinnacle

We are proud to say that Pinnacle’s expertise and comprehensive approach make us a top choice for financial institutions looking for the right partner. Financial institutions like yours have selected Pinnacle based on our:

  • Consultative, customized approach

  • Deep understanding of the community banking and credit union industries

  • Regulatory and compliance expertise and thought leadership

  • Comprehensive training and streamlined implementation processes
  • Dedicated program specialists and lifetime customer support
  • Premium products and services that will increase non-interest income

In addition to being a top choice for banking consulting services, we also develop business relationships that last. Our average renewal rate of 89% is confirmation that our commitment to helping financial institutions flourish as they serve their communities is clearly working.

Whether you choose us to advocate on your behalf, conduct consumer surveys, or implement products to enhance your profitability, our mission is to ensure your success.

Talk to us about your concerns and challenges and learn how our approach will help you increase your bottom line and attract and retain accountholders with our consulting services and software.