Banker's Dashboard
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Ratings and Reviews 6 Ratings
What is Financially?
Financially is a cutting-edge cloud-based application aimed at transforming financial management, enabling users to improve their financial oversight and increase business profitability. Created by a talented group of experts in financial management and software engineering, Financially represents the accumulated knowledge and experience from 15 years of rigorous research in the industry. This software is unique as the only globally accessible solution that adopts a modular design, allowing it to effectively meet the needs of a varied clientele. Financially acts as an all-encompassing financial management tool appropriate for businesses of every size, be they small, medium, or large. Through the collection and analysis of financial data, it equips users with the insights necessary to make informed decisions that enhance financial management within their organizations. With the added convenience of being accessible from any device—ranging from laptops to smartphones—Financially provides the adaptability of cloud-based features for users who are always on the move. Additionally, its user-friendly interface means that individuals can quickly get up to speed without the need for extensive training sessions, making it an exceptionally approachable accounting solution. By simplifying the financial management process, Financially allows organizations to dedicate more time to growth strategies and innovative initiatives, further solidifying its value in the competitive business landscape.
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.
Integrations Supported
Integrations Supported
CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
API Availability
API Availability
Has API
Pricing Information
$9.99 per month
Free Trial Offered?
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?
Supported Platforms
SaaS
Android
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Verge Systems
Date Founded
2018
Company Location
Pakistan
Company Website
www.financially.co
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 Management
Budgeting & Forecasting
Cash Management
Currency Management
Financial Reporting
Revenue Recognition
Tax Management
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 Planning and Analysis (FP&A)
Not specified
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