Client Testimonial

I am the CFO of Fidelity Co-Operative Bank. The Bank has been a subscriber for a few years, and I was newly introduced to the service in 2014. My experience is that the service and the Bank’s relationship manager are extremely customer service oriented, knowledgeable, and are able to successfully execute on what I am trying to convey to others. Specifically, my relationship manager Dawna Gunter is prompt, provides value added suggestions, and acts as a mentor on how best to portray the information. I highly recommend the service for the easy to use tools, and for the best in class Bank Strategist assigned to assist me with peer analysis.

Neil Gordon
Fidelity Co-operative Bank
Fitchburg, MA