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What is SavvyMoney?

SavvyMoney provides an all-encompassing digital solution for enhancing financial well-being and overseeing credit scores, tailored specifically for financial organizations to grant their clients free access to up-to-date credit scores, detailed credit reports, and continuous monitoring without impacting the user's credit rating. This cutting-edge platform enables users to analyze the key elements that influence their credit standing, test various financial actions (such as settling a balance), and uncover personalized loan and credit card options that align with their specific financial situations. Seamlessly integrated into both online and mobile banking interfaces, it serves the needs of both banks and credit unions, employing analytics to help these institutions identify consumer behavior trends, recognize gaps in wallet share, and find opportunities for targeted marketing efforts. SavvyMoney emphasizes the importance of consumer education and empowerment by notifying users about significant alterations in their credit profiles, such as the emergence of new accounts, changes in addresses, or overdue payments, while offering actionable insights for improving credit health. Additionally, the platform's dedication to maintaining user engagement guarantees that individuals stay informed and take proactive steps in shaping their financial destinies, ultimately fostering a more financially literate community. By prioritizing these aspects, SavvyMoney not only supports its users but also enhances the overall financial ecosystem.

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

Finastra Essence
Fiserv
Alkami Digital Banking Platform
Alogent
Backbase
Candescent Digital Banking
Connect
Constellation
CoreBank
FIS Asset Finance
FPS GOLD Banking Software
Finacle
Fiserv Fixed Assets for DNA
Fusion Phoenix
Lumin Digital
Mahalo Banking
Narmi
Q2
TransUnion TruContact

Integrations Supported

Finastra Essence
Fiserv
Alkami Digital Banking Platform
Alogent
Backbase
Candescent Digital Banking
Connect
Constellation
CoreBank
FIS Asset Finance
FPS GOLD Banking Software
Finacle
Fiserv Fixed Assets for DNA
Fusion Phoenix
Lumin Digital
Mahalo Banking
Narmi
Q2
TransUnion TruContact

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

SavvyMoney

Date Founded

2009

Company Location

United States

Company Website

www.savvymoney.com

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

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

Categories and Features

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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