Banker's Dashboard

Banker's Dashboard

Deluxe
4.8 out of 5 stars
SimpleKPI

SimpleKPI

SimpleKPI Ltd
Visit Website for Banker's Dashboard
Banker's Dashboard SimpleKPI
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.
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.
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
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
Banker's Dashboard:

Audience

Bank and Credit Union CFOs and CEOs
SimpleKPI:

Audience

SMBs and teams of any size that need KPI dashboards and reports for everyone
Banker's Dashboard:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
SimpleKPI:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Banker's Dashboard:

API

Offers API Supported
SimpleKPI:

API

Offers API Not Supported
Banker's Dashboard:

Screenshots and Videos

SimpleKPI:

Screenshots and Videos

Banker's Dashboard:

Pricing

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 Version Not Supported
Free Trial Supported
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
Banker's Dashboard:

Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5
SimpleKPI:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Banker's Dashboard:

Pros from Real Users

Pros

  • Ease of use, simplicity of information, plug and play system. Strong support system and personnel.
  • The system is extremely user friendly and provides so many calculations that we need for our reporting as well as managing our daily tasks.
  • Banker's Dashboard is very user friendly. We use the prebuilt reports daily such as the income statement compare and balance sheet compare. Our favorite report is the margin comparison report. It has been very helpful to us during this rising rate environment and closing monitoring our cost of funds. We really like that the budget can be created within dashboard and then you are able to pull various reports with the budget information.
  • This makes me life so much easier. I can monitor anything I want and run reports for whatever we need. It helps me to monitor our growth as a bank as well.
  • The product is strong and has excellent coverage of assessing financial performance of a bank. Banker's Dashboard continually works to provide information as requested by our Bank and are continually thinking of new ways to improve their product. last but not least the support is impeccable and personable.
  • Dashboard is so easy to navigate and understand. Reports are easy to create and maintain within the software.
Banker's Dashboard:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
SimpleKPI:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Banker's Dashboard:

Company Information

Deluxe
Founded: 1915
United States
www.deluxe.com/business-operations/bankers-dashboard/
SimpleKPI:

Company Information

SimpleKPI Ltd
Founded: 2007
United Kingdom
www.simplekpi.com
Banker's Dashboard:

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SimpleKPI:

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SimpleKPI:
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SimpleKPI:
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SimpleKPI:
Banker's Dashboard:
SimpleKPI:
Banker's Dashboard:

Categories

SimpleKPI:

Categories

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
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
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
Zapier Not Supported
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
Zapier Supported
SimpleKPI:
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