Solutions for Financial Institutions

Create thriving communities through data driven insights to identify opportunities for lending, customer acquisition, investment, and to fulfill regulatory requirements.

Data

Online Pivot to Opportunity Dashboard

Curated Insights, Strategies, and Reporting

Advising

Community Investment Strategies

Client Acquisition Solutions

Community Development

Managed Community Development

Effective Strategic Partnerships

Assessing Community Needs

Justifying Investment

Creating Meaningful Community Partnerships

Strengthening Small Businesses

Community Reinvestment Strategies

Identify CRA eligible opportunities more easily. CRA managers can quickly find areas where lending, investment, or service activities are likely to qualify for CRA credit.

Customer Acquisition & Relationship Managers

Identify and prioritize underserved areas for new branches, affordable housing finance, small business loans, and community development investments.

Community Development & Strategic Partnerships

Grow capital infusion in areas that need it most with organizations that are demonstrably shifting outcomes. Evaluate the need for funding and quantify the return on investment of funding activities.

Risk Reduction and Lending Pipeline

Access multiple indicators to understand the barriers and opportunities for short- and long-term investments and client success.

What Sets Pivot Apart?

  1. Our data insights examine the interdependency of thousands of criteria leading to a better understanding of the likely root cause of an issue, not just the symptom.

  2. Our data insights combine not only quantitative data but local experiences from real people, capturing community values.

  3. We walk with you to create strategies tailored specifically to the goals you are trying to achieve.

  • Currently our data dashboard is available for the following areas:

    • Tampa/St. Petersburg, Florida (Hillsborough/Pinellas Counties)

    • Phoenix, Arizona (Maricopa County)

    Upcoming regions include:

    • Knoxville, Tennessee (Knox County) - late July 2025

    • Baltimore, MD/Washington, DC - late August 2025

  • We make data available for new geographies in the following circumstances:

    • We have a community development project in the region and we simultaneously make the data available.

    • You can request a region not currently available or planned. We just need to know that people want the data.

    In most circumstances, new data is be made available within 2-3 weeks weeks.

  • Our data data dashboard is updated monthly.

    We do have unique services available to update data more frequently. Contact us for additional details.

  • YES! Please contact us to discuss custom data products.

    Note that for custom solutions your data will not be shared in our wider data products unless you provide permission.

Let’s Get Started.

info@pivotpartnerships.org
(520) 405-2029

Monday through Friday 8a to 8p (Eastern)