Key Benefits
Created by community bankers for community bankers, this tool puts timely financial information into the hands of the employees who can drive performance for the bank – in a format they understand. Dashboard benefits: |
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CEOs, CFOs and Senior Management
Banker’s Dashboard® is used by hundreds of banks and thousands of individuals throughout the United States. Senior
executives say it is the most important management tool in their arsenal—providing the foundation for daily decisions
that will help increase performance and profits for their bank. The Dashboard provides:
- Quick visibility to daily financials and overnight variances
- Tools to make budgeting and forecasting fast and easy
- Margin analysis and comparisons
- Branch performance tracking
- Asset liability management and more
Board of Directors
Banker’s Dashboard streamlines preparation of the board package to a single click, so your directors can
have the information in advance of the Board meeting. This means everyone can spend more time in the
meetings focused on what matters – like where the bank is headed. Many banks use Banker’s Dashboard during board meetings
to drill into details and answer questions on the spot.
Branch Managers and the Rest of the Management Team
The Dashboard provides the ability to easily view branch financials, loan and deposit production, and budget comparisons
online every day, with:.
- Tools to compare and rank results across branches to glean best practices that will improve overall performance
- Capabilities that enable those who are accountable for profit and loss in their lines of business or branch to view, analyze and understand what they’re doing that is helping or hurting the bank
- Daily access to review loans, upcoming maturities, loan concentrations and loan pricing scenarios
- The Dashboard’s loan pricing model supports sound decision-making and true accountability for the impact of loan pricing
- Delivered Insights that help lenders understand how they are tracking against expectations
- Some bank executives provide their consultants access to financial reporting in the Dashboard to decrease time spent pulling data
- The Dashboard provides as little or as much detail as each user requires and can be configured depending on the user’s role
