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Onsetto

One platform for commercial banking growth.

Prospecting Intelligence, SwitchAssist, and Treasury Growth connect the work of identifying opportunity, activating operating relationships, and expanding customer value.
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OPERATING PLATFORMONE CONTINUOUS RELATIONSHIP LIFECYCLERELATIONSHIP SIGNALS RETURN TO THE PLATFORM01 · IDENTIFYProspecting IntelligenceSurface the right relationshipsFundingPayrollReceivablesPayables02 · ACTIVATESwitchAssistMove the operating relationshipTreasuryPaymentsLiquidityCardsMerchant03 · EXPANDTreasury GrowthDeepen product adoption04 · RETAINRelationship ContinuityProtect and grow the relationship

One operating model for the commercial banking relationship.

  1. 01

    Identify

    See operating potential before the first conversation.

  2. 02

    Activate

    Move operating activity into the new relationship.

  3. 03

    Expand

    Grow value through relevant treasury services.

  4. 04

    Retain

    Protect primacy as relationship health shifts.

Identify → Activate → Expand → Retain

Technology that puts the model into action.

The platform extends through Retain: activation and treasury signals continue to inform relationship health after expansion, even though Retain is a stage of the Framework rather than a standalone product.

How effectively is your institution building primary operating relationships?

The Business Banking Activation Index benchmarks your commercial banking strategy across Identify, Activate, Expand, and Retain to uncover where opportunities for deeper operating relationships may be getting missed.

5 Questions · 3 Minutes · Personalized Benchmark

Take the Activation Index

Executive Scorecard · Preview

Your Activation Score

?? / 100

Peer Median

58

Peer median 58Top quartile

Are you above the peer median - or leaving relationship growth on the table?

Identify

?

Activate

?

Expand

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Retain

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Your #1 Growth Opportunity

Revealed with your results

Private · Personalized · Executive-ready

See what each stage does.

Every strategy runs on the same operating platform. Select a stage to see the intelligence relationship managers work from.

Begin every first conversation with better insight.

  • Securely analyze business financial statements before the first meeting.
  • Surface operating behaviors, liquidity trends, and treasury opportunities.
  • Arrive with a considered point of view, so early conversations qualify faster.
Explore Prospecting Intelligence