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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 Crealytics?

At Crealytics, we view challenging the status quo not just as a phrase, but as an essential part of our company's identity. Our goal is to empower brands and retailers to harness their customer data effectively, enabling them to improve their performance in paid media and build a more extensive loyal customer base. We collaborate with over 60 eCommerce brands, including ASOS, Urban Outfitters, and Foot Locker, by offering performance advertising and marketplace solutions tailored to their needs. Our emphasis lies in enhancing performance through advanced measurement and data activation strategies, optimizing biddable media, and maximizing customer lifetime value while refining incrementality testing and elevating marketplace offerings. We strive to fortify brand connections with innovative sponsored product advertisements, create customized private marketplaces, and seamlessly merge search, PLA, and display programs, all underpinned by dedicated sales support. By conducting careful analyses, we accurately evaluate customer values, ensuring that we capture the true worth of each customer interaction and assess their contributions even after returns. Ultimately, we integrate a projected lifetime value into their order margins, fostering a comprehensive understanding of how customers impact the business. This thorough approach not only provides our clients with insights into their current performance but also equips them with the tools needed for sustained growth in the future, enabling them to navigate the evolving market landscape effectively.

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

Crealytics

Date Founded

2008

Company Location

Germany

Company Website

crealytics.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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