Banker’s Dashboard & Credit Union Dashboard

Tools to drive performance

We built the Dashboard to help bank and credit union leaders get access to the important data they need to make the right decisions to win respective markets.

Daily financial picture

Proactively manage your bank's performance every single day, all the way to the branch and officer level. With this type of visibility, you can make timely decisions to change behavior and improve bottom-line results. Built-in forecasting and budgeting.

Create needed transparency

Provide your front-line decision makers with the information required to make data-driven decisions. By giving them access to Dashboard, they can gain access to your financial goals and make informed determinations.

Unlimited forecasting scenarios

Bring added integrity to your rolling forecast by modeling your institution's performance against changing variables. Use our forecasting capability tool to input assumptions, such as those related to interest rates, and see immediately how these factors affect future performance.

Get equipped for the board

We’ve built Banker’s Dashboard to help you find and deliver important data for examiners and/or your board of directors. Provide detailed board reports and projection plans directly from the Dashboard to satisfy their expectations.

The “net-net” on net interest margin

See what contributes to the margin, track trends, identify issues that need attention, and effectively manage your margin going forward.

Compare branch performance

Measure and compare how each branch performs, giving you the insights you need to institute best practices and hold each branch accountable for better results. This will help you drive messaging around performance management.

Create structure and discipline around loan pricing

Use the pricing model with your historical cost of funds to help you drive your target ROE. Putting this tool in the hands of your lenders will make them better negotiators and help all stakeholders understand the impacts of pricing decisions.