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NBID Network crosses 800 member banks

Prospect Finder

Updated November 10, 2026

Prospect Finder is a data product through which institutions can search for and identify potential large-value customers. It is in the Admin Portal sidebar under Partner Success, and every admin role can use it, including View Only.

Prospect Finder contains a wealth of new account opportunities including small businesses, commercial firms, nonprofits, and individuals in executive / management positions, among others.

How to use it

  1. Search and filter. Use the Search Criteria to make sure prospects are a good fit for your institution's requirements and goals: location (zip code and radius, or state), industry keywords, organization name, revenue range, department, management level, job title, or name.
  2. Research and pull contacts. Conduct deeper research on each opportunity and pull contact information for key decision makers. To download results in CSV format, use the download button above the results table.
  3. Engage. Work alongside your NBID Institution Success team as you contact, engage, and ultimately win the new relationships.

Demo

Need a hand? Reach out to your NBID Regional Director or email support@nbid.com.