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Operations

Banker’s Dashboard & Credit Union Dashboard

Get anytime, anywhere access to your bank or credit union’s financial performance.

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FEATURES & BENEFITS

Keep your forecasts fresh

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Mobile access

Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access.

Fast and accurate

Fast and accurate

Get margin components, branch performance, forecasts and more with point-and-click simplicity.

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Easy integration

Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor.

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Simple setup

Quick and easy setup, so you can start improving your bottom line right away.

PRODUCT DETAILS

Tools to drive performance

Daily performance tracking

Automate reporting and eliminate errors, freeing you to focus on more value-added tasks.

Built-in forecasting and budgeting

Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies.

Branch performance data

Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Banker's Dashboard Overview

RECOMMENDED RESOURCES

Keep your business moving forward

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Banker's Dashboard

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