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Average Ratings 6 Ratings

Total
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Average Ratings 0 Ratings

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Description

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Description

We hold the conviction that all financial institutions, no matter their scale, should have access to top-tier technology to effectively serve their local communities. Our IT services are specifically tailored for community banks and credit unions, focusing on compliance to keep them informed about the latest advancements in technology, emerging security threats, changes in regulations, and FFIEC standards. According to our sentiment survey, the primary concerns expressed by community banks and credit unions revolve around exams and audits, cyber threats, business continuity strategies, and disaster recovery plans. Learn how five financial institutions tackled the challenges encountered by their Information Security Officers through the implementation of a Virtual ISO service (VISO). In our informative white paper, "Discover How 5 Financial Institutions Are Overcoming Challenges Faced by the ISO," we delve deep into these solutions. Take action today and #BeCyberSmart. As part of our initiative for National Cybersecurity Awareness Month (NCSAM), we are pleased to provide a selection of our most sought-after resources aimed at supporting community banks and credit unions in enhancing their cybersecurity measures.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CoreBank Yes 
FPS GOLD Banking Software Yes 
Finacle Yes 
Finastra Essence Yes 
Fiserv Yes 
Fiserv Fixed Assets for DNA Yes 
Fusion Phoenix Yes 

Integrations

CoreBank No 
FPS GOLD Banking Software No 
Finacle No 
Finastra Essence No 
Fiserv No 
Fiserv Fixed Assets for DNA No 
Fusion Phoenix No 

Pricing Details

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 Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

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

Vendor Details

Company Name

Safe Systems

Country

United States

Website

www.safesystems.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking No 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management No 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management Yes 
Risk Management No 

Product Features

Vendor Management

Audit Management No 
Contact Management No 
Customer Database No 
Self Service Portal No 
Supplier Master Data No 
Transaction History No 
Vendor Maintained Profiles No 
Vendor Managed Inventory No 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

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