Average Ratings 6 Ratings
Average Ratings 0 Ratings
Description
Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
Description
Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.
API Access
Has API
API Access
Has API
Integrations
Averi
Chargebee
CoreBank
FPS GOLD Banking Software
Finacle
Fusion Phoenix
Google
Google Sheets
Google Slides
HubSpot Customer Platform
Integrations
Averi
Chargebee
CoreBank
FPS GOLD Banking Software
Finacle
Fusion Phoenix
Google
Google Sheets
Google Slides
HubSpot Customer Platform
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5,000 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
Vendor Details
Company Name
SaaSGrid
Website
www.saasgrid.com
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Product Features
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
