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For community and regional banks

Concierge Program

Economic intelligence for your bank’s customers.

Give individuals, businesses, and executives useful perspective on the economy and their industries—with research and publications carrying your bank’s own brand.

A community bank building with limestone columns, green entrance doors, and landscaped grounds.
Community and regional banking

The economic intelligence platform

Useful information for the conversations you already have.

Support customer education, prepare staff for meetings, and bring economic context to discussions about deposits, borrowing, housing, and business planning.

01

Retail economic intelligence

A weekly newsletter for individuals and families.

Plain-language coverage of interest rates, deposits, mortgages and housing, inflation, jobs and wages, retirement trends, consumer confidence, and major domestic and international events.

02

Commercial economic intelligence

A weekly newsletter for business decision makers.

Coverage of lending conditions, capital costs, labor markets, operating costs, supply chains, trade and currencies, commercial real estate, industry developments, and forecasts for business planning.

03

Daily financial market intelligence

Three graphics for a quick daily review.

One-page graphics covering equity markets, foreign exchange, and commodities, prepared for distribution through email, websites, and other digital channels.

04

Executive and expert briefings

Bring questions directly to experienced professionals.

One-hour virtual sessions with live questions, a 90-minute in-person outlook with audience Q&A, and timely special-event briefings. Included presentations depend on the selected package; special-event speakers are subject to availability.

Branding and distribution

Made for your bank’s audiences and channels.

Publications can carry your name, logo, and colors. Your team may review materials and add its own messages and disclosures before distribution.

Use the content in customer emails, your website or app, social media, branch materials, welcome packages, and relationship management.

Choose how the content is delivered.

Your bank can distribute it internally, or The Meyers Report can deliver it to an approved email list. Delivery requires email addresses only—never account numbers, balances, or other banking records.

Share with your own customers and prospects at no per-reader charge. Content may not be resold or provided to other financial institutions. Redistribution rights end with the subscription; recipients may keep issues already distributed.

Program packages · November 2026 pricing

Choose the level of engagement for your bank.

Each package covers one year of service, payable quarterly in advance. Published pricing applies to banks with approximately $1 billion or less in assets. Larger institutions receive customized pricing.

Essentials

Consistent customer communication

$12,000per year

$3,000 per quarter

Weekly newsletters and daily graphics for an ongoing, professional customer communication program.

  • All core publications and branding features listed below
  • Redistribution to your customers and prospects
Discuss Essentials →

Premier

A comprehensive education program

$27,500per year

$6,875 per quarter, plus expenses

Combine recurring research, virtual sessions, and an in-person economic outlook.

  • Everything in Professional
  • One 90-minute in-person economic presentation
  • One special-event virtual briefing
Discuss Premier →

Included in every package

  • Weekly retail newsletter
  • Weekly commercial newsletter
  • Three daily market graphics
  • Bank-branded content
  • Redistribution to customers and prospects

Program terms. Subscriptions run for one year, with quarterly payments in advance. A two-year commitment qualifies for a 10% discount. Travel expenses for in-person presentations are billed at cost. Final scope, presentation scheduling, and any additions are confirmed in the service agreement.

Specialized industry intelligence

Add coverage that reflects your commercial customers.

Each additional industry edition is $1,000 per quarter. An agricultural lender might choose livestock coverage; a real estate lender might choose construction and housing.

Territorial exclusivity

20% additional per designated territory. Available with Professional and Premier. Reserve counties or a metropolitan area; The Meyers Report will not sell the program to another bank or credit union in the agreed territory during the term.

The option does not restrict service to nonbank organizations or independent public reporting. Details are set in the service agreement.

Special-event virtual briefing

$3,500 when contracted as an addition. Arrange a timely session on an economic or geopolitical development, subject to speaker availability. Premier includes one special-event virtual briefing.

The people behind the program

Experience in research, banking, and international markets.

Paul McGonagle

Diplomacy and international banking

Experience in fiscal policy, monetary affairs, and international credit.

Read Paul’s biography →

Carlos Legaspy

Securities and international finance

Experience in brokerage and cross-border finance in the United States and Latin America.

Read Carlos’s biography →

The wider contributor network brings perspectives on trade, geopolitics, policy, energy, and defense. Appropriate contributors may participate in special briefings.

Implementation and launch

A practical path from planning to distribution.

  1. Select your program

    Choose a package and any additional editions or services.

  2. Establish your branding

    Provide approved logos, colors, and branding requirements.

  3. Confirm content and delivery

    Agree on audiences, formats, editions, and who handles distribution.

  4. Set the briefing calendar

    Schedule virtual and in-person sessions where included.

  5. Review and begin distribution

    Receive the first newsletters and graphics for review and release.

  6. Evaluate engagement

    Review readership, attendance, staff use, and business-development indicators.

Results depend on each bank’s distribution and follow-up. Specific financial outcomes are not guaranteed.

Let’s discuss your bank’s needs

See how the Concierge Program could fit your bank.

Ask for sample retail and commercial newsletters, daily market graphics, expert biographies, or a detailed service agreement.

Program content provides general economic information and education. Participating institutions should review materials for applicable legal, regulatory, privacy, and compliance requirements before distribution.