How it works
Banker’s Dashboard packages daily insights for your entire financial institution in simple, interactive reports. The data is available in a dashboard customized for each user without exporting, downloading, or consolidating spreadsheets.
Your profit center level core system data is consolidated daily to provide you with highly focused insight into your financials, enabling you to make timely decisions that improve your bottom line. Take advantage of profit opportunities as they arise, monitor activity at the branch officer level, and compare actual performance to forecasts, budgets and peer institutions.
Banker’s Dashboard provides a myriad of tools to drive performance, including:
- Financial reporting and analysis
- Margin management
- Branch performance and ranking
- Asset liability management
- Budgeting and forecasting
- Board reporting
- Loan pricing
- Officer and branch production
- And more