SimpleKPISimpleKPI Ltd
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| Banker's Dashboard | SimpleKPI | |||||
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Banker's Dashboard:
About
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.
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SimpleKPI:
About
SimpleKPI is KPI software that helps businesses track performance without a data team. Bring in your numbers from spreadsheets, native integrations, Zapier or the API, then see every KPI against its target on live dashboards built from gauges, trend lines, bar and pie charts.
KPI Insights goes beyond the chart: it flags anomalies, points to the likely causes and forecasts where each KPI is heading. Scheduled reports, with AI-written summaries, keep managers and boards up to date without extra work.
The built-in AI sets up KPIs, builds dashboards and reports, and answers questions about your data in plain English, with no AI credits to buy.
SimpleKPI has been building KPI software since 2007 and is used by more than 1,000 companies in 90 countries. One flat price covers unlimited users, so the whole organization can see the numbers.
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Banker's Dashboard:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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SimpleKPI:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Banker's Dashboard:
Audience
Bank and Credit Union CFOs and CEOs
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SimpleKPI:
Audience
SMBs and teams of any size that need KPI dashboards and reports for everyone
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Banker's Dashboard:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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SimpleKPI:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Banker's Dashboard:
API
Offers API
Supported
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SimpleKPI:
API
Offers API
Not Supported
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Banker's Dashboard:
Screenshots and Videos |
SimpleKPI:
Screenshots and Videos |
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Banker's Dashboard:
PricingWe 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 Version
Not Supported
Free Trial
Supported
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SimpleKPI:
Pricing
$79 per month
SimpleKPI has one flat price for your whole organization: $79 a month billed monthly, or $63 a month billed annually ($758 a year, 20% off). There are no per-user fees, so every account includes unlimited users, KPIs, dashboards and reports, with all features and the built-in AI included and no AI credits to buy. Try it free for 14 days with no credit card required. Prices are in US dollars.
Free Version
Not Supported
Free Trial
Supported
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Banker's Dashboard:
Reviews/
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SimpleKPI:
Reviews/
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Banker's Dashboard:
Pros from Real UsersPros
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Banker's Dashboard:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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SimpleKPI:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Banker's Dashboard:
Company InformationDeluxe
Founded: 1915
United States
www.deluxe.com/business-operations/bankers-dashboard/
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SimpleKPI:
Company InformationSimpleKPI Ltd
Founded: 2007
United Kingdom
www.simplekpi.com
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Banker's Dashboard:
Alternatives |
SimpleKPI:
Alternatives |
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SimpleKPI:
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Banker's Dashboard:
Categories |
SimpleKPI:
Categories |
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Banker's Dashboard:
Business Performance Management Features
Ad hoc Analysis
Supported
Ad Hoc Reports
Supported
Budgeting & Forecasting
Supported
Consolidation / Roll-Up
Supported
Dashboard
Supported
Key Performance Indicators
Supported
Predictive Analytics
Supported
Qualitative Analysis
Supported
Quantitative Analysis
Supported
Scorecarding
Supported
Strategic Planning
Supported
Banking Features
ATM Management
Not Supported
Compliance Tracking
Not Supported
Corporate Banking
Supported
Credit Card Management
Not Supported
Credit Union
Supported
Investment Banking
Supported
Multi-Branch
Supported
Online Banking
Not Supported
Private Banking
Supported
Retail Banking
Supported
Risk Management
Not Supported
Securities Management
Not Supported
Transaction Monitoring
Supported
Dashboard Features
Annotations
Not Supported
Data Source Integrations
Supported
Functions / Calculations
Supported
Interactive
Supported
KPIs
Not Supported
OLAP
Not Supported
Private Dashboards
Supported
Public Dashboards
Not Supported
Scorecards
Supported
Themes
Not Supported
Visual Analytics
Supported
Widgets
Supported
Financial Management Features
Budgeting & Forecasting
Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Supported
Currency Management
Not Supported
Financial Reporting
Supported
Investment Management
Supported
Project Management
Not Supported
Revenue Recognition
Supported
Risk Management
Not Supported
Tax Management
Not Supported
Financial Reporting Features
"What If" Scenarios
Supported
Audit Trail
Supported
Balance Sheet
Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Financial Services Features
Analytics
Supported
Branch Optimization
Supported
Channel Management
Not Supported
Compliance Management
Not Supported
Customer Engagement
Not Supported
Performance Management
Supported
Risk Management
Not Supported
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SimpleKPI:
Business Performance Management Features
Ad hoc Analysis
Supported
Ad Hoc Reports
Supported
Budgeting & Forecasting
Supported
Consolidation / Roll-Up
Not Supported
Dashboard
Supported
Key Performance Indicators
Supported
Predictive Analytics
Supported
Qualitative Analysis
Not Supported
Quantitative Analysis
Not Supported
Scorecarding
Supported
Strategic Planning
Not Supported
Sales Performance Management Features
Incentive Compensation Management (ICM)
Not Supported
Predictive Sales Analytics
Not Supported
Quota Management
Not Supported
Reporting / Analytics
Supported
Sales Coaching Analysis
Not Supported
Sales Gamification
Not Supported
Sales Performance Tracking
Not Supported
Sales Planning & Forecasting
Not Supported
Territory Management
Not Supported
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Banker's Dashboard:
Integrations
CoreBank
Supported
FPS GOLD Banking Software
Supported
Finacle
Supported
Finastra Essence
Supported
Fiserv
Supported
Fiserv Fixed Assets for DNA
Supported
Fusion Phoenix
Supported
Google
Not Supported
Google Sheets
Not Supported
Microsoft Excel
Not Supported
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SimpleKPI:
Integrations
CoreBank
Not Supported
FPS GOLD Banking Software
Not Supported
Finacle
Not Supported
Finastra Essence
Not Supported
Fiserv
Not Supported
Fiserv Fixed Assets for DNA
Not Supported
Fusion Phoenix
Not Supported
Google
Supported
Google Sheets
Supported
Microsoft Excel
Supported
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SimpleKPI:
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