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What is Ooble?

Numerous managers of Small and Medium-sized Enterprises (SMEs) understand the significance of diligently tracking their financial information. However, engaging in financial analysis can often be a daunting task. Moreover, the existing accounting systems may not provide the critical insights required for effective decision-making. Ooble presents an effective solution for professional services firms, business consultants, and financial institutions aiming to elevate their client services. By tapping into the hidden insights within your accounting system, Ooble facilitates the prediction of future trends. We work closely with our clients to develop tailored solutions that meet their specific operational and financial requirements. This all-encompassing service includes installation, configuration, training, comprehensive documentation, and continuous support to ensure optimal success. Ultimately, our mission is to empower businesses to make well-informed decisions grounded in actionable data, fostering growth and sustainability in their operations.

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

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

Pricing not provided

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

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Protelligent

Company Location

United Kingdom

Company Website

protelligent.co.uk/products.htm

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

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

Categories and Features

Business Intelligence

Budgeting & Forecasting
Dashboard
Performance Metrics
Trend / Problem Indicators

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

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