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What is EY Atlas?

At EY, we have cultivated an excellent reputation for in-depth analysis and comprehensive research. Our foundation rests on the capability to anticipate changes in various areas such as capital markets, regulatory shifts, and technological advancements, and we guide clients through these transitions seamlessly. We work closely with our clients to keep them updated on any modifications to standards, which is essential not only from a technical standpoint but also as a demonstration of our commitment to staying ahead of the trends shaping their businesses. Although face-to-face meetings are an essential part of our service delivery, we also prioritize providing timely insights whenever necessary. A key strategy we employ to achieve this is through EY Atlas, our innovative cloud-based platform that underpins much of our service offerings. By utilizing EY Atlas, we empower our clients with real-time insights, ensuring they can access vital information whenever they need it. This dedication to both innovation and responsiveness distinguishes us in the competitive landscape, allowing us to serve our clients more effectively. Additionally, our continued focus on adapting to the evolving marketplace reinforces our position as a trusted partner for businesses navigating complex environments.

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.

Media

Media

Integrations Supported

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

Integrations Supported

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

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

EY

Company Location

United Kingdom

Company Website

www.ey.com/en_us/audit/technology/atlas

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

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

Categories and Features

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

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

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