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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 Amelkis Opera?

Take charge of your financial planning by developing a detailed forecast with a solution that is adaptable and entirely customizable. With Opera, you can quickly create a budget, produce monthly reports, and generate numerous forecasts throughout the year. Annually, over 2,000 organizations rely on Opera for their consolidation requirements. Whether you work in accounting or consolidation, you'll find its modern interface and extensive features designed to improve your workflow invaluable. Amelkis offers tailored pre-configured access to Opera, addressing all critical areas such as Consolidation, Reporting, Budgeting, Forecasting, RSE, Leasing & IFRS 16, and Intercompany issues. Additionally, the Amelkis InterCompany platform is dedicated to reconciling intercompany accounts, enhancing the quality of accounting information across different entities while simplifying the closing process. Moreover, Amelkis XBRL allows you to import your PDF registration documents, convert them to HTML without losing graphic integrity, and complete tagging in just a few minutes, making it one of the most advanced solutions in the market today. Ultimately, this integration leads to substantial gains in both efficiency and precision in the reporting processes of businesses. With these tools at your disposal, navigating financial complexities becomes significantly easier and more effective.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

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

Amelkis

Date Founded

2004

Company Location

France

Company Website

www.amelkis-solutions.com/

Categories and Features

Banking

Corporate Banking
Credit Union
Investment Banking
Multi-Branch
Private Banking
Retail Banking
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

Data Source Integrations
Functions / Calculations
Interactive
Private Dashboards
Scorecards
Visual Analytics
Widgets

Financial Management

Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Investment Management
Revenue Recognition

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Research

Not specified

Financial Services

Analytics
Branch Optimization
Performance Management

Categories and Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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