Banker’s Dashboard

Drive High Financial Performance with Actionable Data

Banker’s Dashboard offers an at-a-glance view of your latest performance metrics, enabling you to spot revenue opportunities, make informed decisions and create a culture of accountability. Powered by Deluxe, this performance management platform unlocks new possibilities for daily branch management, budgeting, forecasting, board reporting, loan price optimization and more.

Ensure Accuracy and Accelerate Analysis

Banker’s Dashboard provides actional insight into your bank’s financial performance by enabling your team to access and evaluate margin components, branch performance, forecasts and more. That actionable data helps drive high performance at every level of your organization and has enabled Banker’s Dashboard users nationwide to outperform the market by ~27bps in net interest margin.

Key Features

  • Seamless Interface
  • Daily Financial Reporting and Analysis
  • Visualization of Deposit Mix and Trends
  • Unlimited Forecasting Scenarios
  • Instant Board Packages
  • Loan Pricing Models
  • Transparency for Loan Production and Yields
  • Rate Shocks for Variable Rate Loan Portfolio
  • Branch Performance Comparisons
  • Implementation as Quickly as Four Weeks

For more information about Banker’s Dashboard, contact your CSI Relationship Manager today. For pricing information, download the brochure below.

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Are you looking for the edge to outperform the competition? CSI is a full-service technology and compliance partner.

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