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Ratings and Reviews 6 Ratings
What is Universa?
Universa combines top-tier industry standards with cutting-edge technology to create an all-encompassing system designed for Credit Unions, Banks, Trusts, and other financial entities. By leveraging the reliable strengths of existing banking platforms, Universa incorporates best practices alongside innovative technological breakthroughs, leading to an advanced browser-based solution. The platform features a robust foundational set of tools while also providing the flexibility necessary for customization to satisfy unique needs. Moreover, Universa enables seamless integration with third-party systems, such as Automated Teller Machines (ATM) and Point of Sale (POS) systems, along with support for credit bureaus, insurance providers, and various other organizations. This expanded approach transforms the conventional banking and credit union experience, opening up alternative delivery channels. By adopting new technologies, Universa not only boosts operational efficiency but also significantly reduces costs and enhances customer service, thereby transforming the financial sector. Ultimately, this versatility makes Universa an innovative choice for financial institutions seeking to excel in a continuously changing market landscape. As competition intensifies, the ability to adapt will be crucial for long-term success and sustainability.
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
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
Windows
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Smart Solution
Date Founded
1985
Company Location
Canada
Company Website
smart-solution.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
Banking
Not specified
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