About Us

We make it our business to put your best interests online.

When we realized the potential benefits that community banks and credit unions could gain from a non-brokered CD Marketplace, we invented the concept. That was decades ago. Over 3,000 subscribers later (more than any other CD listing service), we continue to create powerful new solutions to help make your life easier, your work faster and your business more successful.

In addition to the QwickRate CD Marketplace, our newer products and services set industry standards for performance and ease of use: QwickAnalytics for bank research, analysis and various regulatory reports; and IntelliCredit solutions that make credit risk management and mandated loan reviews more cost-effective, comprehensive and efficient.

Previously, most community institutions weren’t able to access solutions and services like these. It took QwickRate to make them affordable and convenient, pair them with awesome customer service and pack them with time-saving capabilities.

What makes our solutions different?

  • Quick Connections to investors, issuers, critical information and expert services
  • QwickTools to eliminate steps and radically streamline processes
  • Quick Answers about regulations, best practices and solution how-to’s

Learn more about the advantages QwickRate offers to banks, credit unions and other investors.

Expertise expands with industry challenges.

QwickRate’s affiliation with Siena Capital Partners is an example of how we constantly extend our collaborations, products and services to benefit community institutions. Siena has long engaged in highly perceptive analysis of individual banks, both for M&A advisement and long-term, value-based investment. Their acute knowledge of high-performing banks has contributed greatly to the success of QwickAnalytics and the valuable insights it offers to subscribers.

We’ve spent over 30 years making things infinitely easier for our subscribers.

Since our founding, we’ve made sure that community banks and credit unions can benefit from services and products typically available only to the largest institutions.

Pioneering the Industry


QwickRate creates information database for institutional investors.


Financial Institution Reform Recovery and Enforcement Act (FIRREA) limits use of brokered deposits to well capitalized institutions only.

QwickRate releases the first QwickTools for CD investors, providing accruals and full investor reporting.


FDIC issues to QwickRate the agency's first opinion regarding the non-brokered status of deposit listing services.


QwickRate extends membership to CD issuers and introduces QwickTools to automate rate publishing and deposit tracking.


QwickRate releases Windows®-based software for funding and investing in the CD Marketplace.


The QwickRate CD Marketplace moves to the web.


Independent Community Bankers of America (ICBA) selects QwickRate as Preferred Service Provider.


ICBA extends its exclusive Preferred Service Provider relationship with QwickRate.


ICBA extends its exclusive Preferred Service Provider relationship with QwickRate.

QwickRate Marketplace adds innovative eRollover functionality to automate processing of CD maturities.


Electronic Safekeeping Receipt capabilities are added to QwickRate CD Marketplace.


QwickRate's new Rate Shopping Cart feature makes direct CD investing faster and easier.

QwickRate announces a 68% year-over-year increase in CD Marketplace transaction activity and more than 3,000 subscribers.


ICBA extends its exclusive Preferred Service Provider relationship with QwickRate.


Turning days of analysis into just a few clicks for banks, QwickRate introduces QwickAnalytics® with Bank and Peer Performance Reports and Analysis.

Lacey the Great Dane June 8th, Lacey the Great Dane enters the world and quickly becomes the QwickRate mascot. See her cute photos.


Release of the one-click QwickAnalytics Credit Stress Test helps banks better manage and assess risk while meeting examiner expectations.


ICBA broadens its exclusive Preferred Service Provider relationship with QwickRate to add QwickAnalytics Credit Stress Test.


QwickAnalytics expands to include bank holding company data.

CECLSolver™, added to QwickAnalytics, provides an easy and practical way to meet new requirements for reporting expected credit losses.


Excel Add-In Tool, which enhances the QwickAnalytics tools, gives users the ability to download more than 300 million bank data items for the ultimate in custom research.

Credit specialists David Ruffin and Larry Poole join QwickRate and launch new IntelliCredit™ division.

IntelliCredit introduces solutions for automated, cost-effective credit risk management and expert loan reviews.


FDIC revises regulations related to Brokered Deposit definitions moving away from reliance on staff opinions. While the FDIC's definitions have changed, the QwickRate CD Marketplace remains a reliable non-brokered source of deposits for banks.

Global pandemic … let's move on.


ICBA adds IntelliCredit as a Preferred Product.

Launch of the highly-attended CECL Coffee Talk Q&A Series, giving institutions a forum to ask questions and gain insights as they adopt the new CECL standard.


CECLSolver hits milestone with over 800 institutions using the tool to make CECL compliance simple.

IntelliCredit has a banner year with its experts using Smart Loan Review™ to conduct 74 loan reviews across 24 states, while third-party vendors conduct 84 loan reviews using the technology.

1.8 million loans for 173 unique financial institutions securely stored in IntelliCredit.

QwickRate proudly celebrates its 20th anniversary as a Preferred Service Provider of the ICBA.


IntelliCredit adds Annual Review capabilities.

Multiple state associations and leagues have selected some or all of our products as endorsed provider solutions.

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