BankerAdvisor helps people make better decisions about banking and financial services based on objective, insightful reviews from authenticated users. BankerAdvisor was created because Investment Banking, Commercial Banks, Investment Management and digital Financial Services / FinTech represent a huge portion of the economy yet often have limited transparency and insight into the quality of each service and provider. Selecting the right service can be challenging and based on unclear criteria. BankerAdvisor helps fix this. We began focused on investment banking services. Founder Mike Casey has been a CFO to many technology startups who sought capital, exits, and IPOs. He found that many of his companies and clients had no criteria for selecting their bankers. BankerAdvisor came from that experience as Mike began codifying the selection process.
Our mission is to help buyers learn from their peers' experiences so they can make better, more informed decisions when selecting banking and financial services. We believe BankerAdvisor will ultimately help firms improve their service delivery.
The process of selecting business banking services has largely remained unchanged consisting of a limited number of conversations or referrals from peers. Changes in consumer purchasing have been transformed by peer review sites such as Yelp, HomeAdvisor and others. More recently, business solutions and services buying has begun to be heavily influenced by G2 Crowd, Capterra, Clutch and others that leverage millions of reviews for hundreds of thousands of buyers of business solutions and services each month. BankerAdvisor seeks to provide business banking buyers with access to authentic and actionable advice from peers.
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