Testimonials
From the time savings of the instant board package to the bottom-line impact of on-demand margin management, Banker’s Dashboard is providing tremendous value to our clients on a daily basis. But, don’t take our word for it.
Hear it first-hand from a few of our raving fans.
“You’d have to review a lot of different sources and reports—and maybe look in 1,200 different places—to get this level of information about your bank. The efficiency of using the Dashboard to review whatever information you need, any time you need it, is very, very valuable.”
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Claude Edwards, President Bryant Bank Tuscaloosa, Alabama |
“I find the Dashboard to be an invaluable tool. It’s important for me to know the daily position of the bank, and be able to compare financial information from one day to the next. I’m literally surprised and amazed with the information I can get from the Dashboard. I would recommend this product to any bank in the country.”
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Ted Williams, CEO TriStar Bank Dickson, Tennessee |
“Banker’s Dashboard was immediately accretive to our Company in more ways than just the bottom line. With Banker’s Dashboard, we put financial information in the hands of the people that needed it and started seeing positive results in the quality of the decisions being made almost overnight.”
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Edwin W. Hortman, Jr., CEO Ameris Bancorp Moultrie, Georgia |
“We knew we needed Dashboard from the beginning. We wanted this tool to help aid in our banks overall profitability and provide the ability to push information to others within our organization. Dashboard has actually allowed us to have fewer bodies in the bank, which in turn, helps our newly organized bank with our overall overhead costs.”
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Allen Christenson, CFO AltaPacific Bank Santa Rosa, California |
“I start each morning with Banker’s Dashboard. It’s an invaluable management tool that helps us closely track our net interest margin and compare financial information from one day to the next. The automated board package saves significant time. I would recommend it to any bank striving to achieve high performance.”
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Jon Simplot, CEO Iowa State Bank and Trust Company Fairfield, Iowa |
“We have been very fortunate. I attribute that to two aspects: one is having a quality team behind us and the other is knowing where we’re going with our financial information. Banker’s Dashboard has contributed to that capability.”
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John Jelavich, CEO River Valley Community Bank Yuba City, California |
“The automated board package feature has helped me save so much time. I can have our board package ready with the click of a button. This allows me more time to analyze our numbers and come up with areas our bank needs to improve upon to make us more profitable.”
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Nancy Sharbutt, Banking Officer First National Bank of Central Alabama Tuscaloosa, Alabama |
“The margin analysis is a great feature of the Dashboard. This is something I track daily, and the Dashboard gives me that ability. In addition, I’m able to pull balance sheets and even compare them to historical information. This is something we were not able to easily get from our core. With the Dashboard, it’s merely one of many capabilities that CFOs are able to use daily.”
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John Dabrowski, CFO PeopleFirst Bank Joliet, Illinois |
“The Dashboard is elegant in its simplicity. It’s a management tool that takes core system data and rolls it up in an organized way that makes it easy for people to see and understand the numbers. There’s never been a lot of thought put into a core system’s GL, so the Dashboard is such a nice add-on to core systems to help you manage the financial statements.”
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Deb Evans, CFO Bank of Lancaster Kilmarnock, Virginia |
“Three of us spent close to eight to ten hours a month just generating the financial portion of our board package, and now it’s ready in one click. Just the time savings on the board reports alone was enough to convince us that the product was worth it.”
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Danny Kelly, CEO Hometown Bank of Alabama Oneonta, Alabama |
“Managing the margin should be a daily practice – not a monthly event. Banker’s Dashboard solved that problem for us. It gives us the visibility we need to make good decisions during the month and pick up a few basis points where we can.”
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Jerry Johnson, EVP/CFO First Bank Burkburnett, Texas |
“It is clear that Banker’s Dashboard had a vision for the information that a community banker needed to stay on top of the bank at all times and from any location.”
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Austin Roberts, CEO Bank of Lancaster Kilmarnock, Virginia |
“What really impressed me is that it requires minimal resources or work on our part. No software implementation, system maintenance, spreadsheets or report building. We can start every morning with an accurate, current view of the bank’s performance.”
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Sammie Dixon, CEO Prime Meridian Bank Tallahassee, Florida |
"Banker’s Dashboard is the best financial management tool you could have in a community bank. It gives a quick and daily financial picture of liquidity, fees, margins, deposits and officer and loan production. You can look at comparisons and historical financial data to analyze trends and to immediately correct errors. I look at the Banker’s Dashboard first thing every morning, regardless of where I am.”
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Brian Foster, CEO First Chatham Bank Savannah, Georgia |
“The Banker’s Dashboard is a critical, time-saving management tool for a De Novo bank. Our resources are limited, and the Banker’s Dashboard enables our people to spend their time focused in the right areas and making decisions that drive the bank’s performance on a daily basis. We use it to stay on top of and monitor liquidity, to view critical management and regulatory ratios, and during our management meetings to drill down and answer questions.”
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Jim Wallis, CEO Mountain Heritage Bank Clayton, Georgia |
“The board package alone has saved us two full days of time each month. The Banker’s Dashboard provides us with all of our financial reports and critical regulatory reports and ratios with no rekeying of data, formatting of spreadsheets or manual calculations - eliminating errors and improving accuracy.”
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Carol Soto, CFO Atlantic Southern Bank Macon, Georgia |
“With the Banker’s Dashboard, our lenders have the power to understand the impact of loan pricing and production to the bottom line. It helps them to think differently as they make daily lending decisions.”
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Mark Stevens, CEO Atlantic Southern Financial Group Macon, Georgia |
“I access the Banker’s Dashboard for my clients directly from my office. It helps me to stay informed of what’s going on with the banks and their positions at any time. The Banker’s Dashboard helps my clients to focus their efforts on real-time margin management to impact future earnings instead of spending time preparing reports and spreadsheets focused on the past. It’s a big time-saver as it automates and simplifies the SEC and board reporting process.”
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Tim Keadle, Partner Porter, Keadle, Moore, LLP Atlanta, GA |
“This is one of the best decisions that we made at our bank. The Banker’s Dashboard shows us where we’ve been; what we’re doing; and where we’re going on a daily basis. I use it every morning to get a quick glance at the bank’s trends by day, month and year and to view changes in balance sheet categories and lenders’ production. It is a tremendous management tool.”
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Mike Washburn, CEO Red Mountain Bank, NA Birmingham, Alabama |
“There’s a lot more analysis now than ever before and it has a lot to do with the Dashboard, because of the ease of getting the information. It was almost impossible to get all this before, broken out like we can now. Our auditors are very impressed with what Dashboard will do, and how fast and accurate it is.”
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Loretta Garrett, CFO Huntington State Bank Huntington, Texas |
