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What is Banker's Dashboard?

Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.

What is ActiveMetrics?

PureShare® ActiveMetrics® is a software solution focused on performance metrics for daily management tasks. It simplifies the process of generating reports by providing instant access to a variety of performance, business, and reporting metrics. With ActiveMetrics, executives, managers, and team members can easily obtain the insights they need—presented in a clear format and accessible at any time and from any device—enabling them to effectively monitor business metrics and improve results. This software is distinguished by its outstanding flexibility, adaptability, and scalability, allowing users to collect information from multiple sources and transform it into actionable operational metrics. It operates continuously, boosting both business and operational efficiency while significantly reducing costs in comparison to traditional reporting methods. By automating these processes, it eliminates the lengthy delays associated with the conventional cycle of requesting, reading, analyzing, and summarizing reports. Furthermore, its customizable dashboards are designed to fit any screen size, ensuring that users can access information seamlessly from any location, which ultimately encourages a more informed and responsive decision-making atmosphere. In an increasingly data-driven world, leveraging such tools becomes essential for organizations aiming to maintain a competitive edge.

Media

Media

Integrations Supported

CoreBank
FPS GOLD Banking Software
Finacle
Fiserv
Fiserv Fixed Assets for DNA
Fusion Essence
Fusion Phoenix

Integrations Supported

CoreBank
FPS GOLD Banking Software
Finacle
Fiserv
Fiserv Fixed Assets for DNA
Fusion Essence
Fusion Phoenix

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

www.deluxe.com/business-operations/bankers-dashboard/

Company Facts

Organization Name

PureShare

Company Website

www.pureshare.com

Categories and 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

Categories and 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

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