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Bancography Plan

Market Analysis & Branch Planning Software

New branches represent a significant capital commitment, and thus warrant thorough analysis prior to deployment. Bancography Plan estimates product demand for any trade area and produces complete financial projections with institution-supplied rates and costs. By providing an objective forecast of market potential, the software allows quick analysis of current branch performance.  In addition to de novo branch strategy, Bancography Plan also provides the capability to evaluate potential merger candidates, recommending which branches to keep or close and the corresponding financial implications for those decisions.

Google Maps powers all Bancography Plan maps, providing dynamic map views and a robust allotment of mapping tools.

Bancography Plan features:

  • Competitive and demographic profiles for any trade area
  • Maps of banks and credit unions in trade area
  • Ability to plot your institution’s customers on a map
  • Pro forma financial projections for any potential site
  • Maps of entire branch networks
  • One-click deposit share reports for any county or MSA
  • Identification of target areas for branching
  • Performance evaluation of your branches, or those of your competitors
  • Market segmentation reports
  • Merger analysis
  • Closure analysis

Pricing for a site license with unlimited users:

  • Single state: $6,875
  • Two states: $9,375
  • Multi-state (up to 4 states): $12,500
  • Regional (up to 10 states): $22,500
  • National: $31,250

Bancography Plan is licensed annually. License allows unlimited users at the institution. License includes annual updates of demographic and competitive statistics.

Note: The above pricing applies to financial institutions only. Consulting firms, trade organizations, and all others, please contact Bancography for pricing.

Schedule Bancography Plan live demo

Request sample reports from Bancography Plan

Video demonstration of Bancography Plan from FinovateFall 2024 (seven minutes)

Bancography Plan Brochure (PDF)

Bancography Plan Overview (PDF)


Client testimonials:

We use Bancography Plan every year from a strategic planning standpoint, to guide our approach to branching across our different regions. We’re able to take a targeted look at our markets and decide what to spend. With Bancography Plan, we build pro formas around new branches to understand what that return would look like and the timeline to breakeven. The software tool allows us to dig deep into the intelligence of a market area by generating segmentation and demographic reports, which we then use to drive media placement and marketing campaigns. We also leverage Bancography Plan to pinpoint the competitors around our branches ‒ to understand what they have and why they have it ‒ to form a strategy to target those competitors. For example, what can we serve this customer that someone else can’t?

LeeAnn Gephart, EVP, CBO, First Citizens Community Bank

Bancography Plan helped us to determine not only where to open new branches, but what type of branch to open. The tool is extremely valuable because it enables the bank to determine return on investment. We know exactly when we will break even on each branch and also the percentage of the market share we need to gain to reach that healthy five-year mark. Our team regularly leverages Bancography Plan to gain a better understanding of how each branch is performing and when to expect a return-on-investment (ROI) for each new location. The insights provided by the software have been instrumental in formulating our branch expansion strategies into new markets, as well as identifying infills in our existing markets. Bancography has proven to be an extremely trustworthy and valued partner, providing unparalleled market insights that lead to optimal branching decisions.

Jason Bowles, SVP, Branch Sales and Service, Virginia Credit Union

With Bancography Plan, we have realized that selecting a major thoroughfare or busy street isn’t the only way to select a prime location for a branch. You must factor in market demographics, trade segments, nearby businesses and competitive branches. Bancography Plan aligns all these factors so that we can invest in the right location.
Without a doubt, Bancography Plan has positioned us for sustained future growth, providing strategic insights and measurable impacts on our branch performance. Using Bancography Plan enabled us to optimize our resource allocation and improve operational efficiencies across our network.

Roland Pilapil, VP, Branch Administration, Global Credit Union

I have extensively used the Bancography Plan software for over a decade. The insights provided by software has been instrumental in formulating our branch expansion strategies into new markets as well as identifying infills in our existing markets. Bancography has proven to be an extremely trustworthy and valued partner, who provides unparalleled market insights that lead to optimal branching decisions.

Jason Hicks, VP, Members 1st Federal Credit Union