About BankMetrics AI

One workflow from financial institution analysis to presentation-ready output.

BankMetrics AI is a web application for analyzing financial institutions, benchmarking peers, running financial-institution valuation, generating AI-assisted analysis, and producing editable PowerPoint materials.

1. Financial Data Analytics

Analyze financial data and calculate quarterly earnings, ROA, ROE, ROTCE, growth, capital, and liquidity analytics.

2. Intelligent Peer Benchmarking

Select comparable institutions using asset scale, geography, ROTCE, and ROA with a transparent scoring methodology.

3. Financial Institution Valuation

Triangulate P/TBV, P/E, and DDM and use ROTCE to explain valuation premiums and discounts.

4. AI Analysis

Use AI to interpret already-computed figures rather than inventing financial metrics, separating deterministic calculations from narrative.

5. Presentation Automation

Generate an eight-slide pitchbook from Executive Summary through Strategic Takeaways, with Light/Dark and institution-template support.

Identifiers & Market Data

Public institutions include ticker, exchange, and CIK identifiers, with ticker used as the primary user-facing identifier where available. RSSD ID remains an internal data-integration key. Market data is stored separately by institution and date so observed P/TBV, P/E, and market capitalization can be connected to valuation.

Official Data & Sources

Market and macro context uses official/public-sector series retrieved through FRED, including rates, FX, inflation, employment and GDP. Ticker, CIK and filing-derived share facts use official SEC EDGAR data. Individual security prices are not inferred until an approved source with appropriate public-use rights is connected.

This product uses the FRED® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis.