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.
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D&B Credit Insights is a comprehensive credit monitoring solution tailored for small business owners who want full visibility and control over their business credit profile. It offers unlimited access to your Dun & Bradstreet credit file, including essential scores like PAYDEX®, Delinquency, Failure Score, and Supplier Evaluation Risk. Real-time alerts notify you instantly of any changes or legal events such as lawsuits, liens, or judgments that might impact your credit. The platform also enables you to benchmark your credit performance against competitors to set achievable goals and improve your financial health. Additional features include detailed payment history, financial statement comparisons, and integration with your business bank account for seamless updates. The higher-tier plans provide dark web monitoring and allow you to compare your credit alongside other companies. D&B Credit Insights helps you proactively manage your credit profile and make smarter business decisions. With a clear view of your credit data, you can boost trust with lenders, investors, and suppliers.
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Sandbox Wealth
Sandbox Wealth is an all-encompassing fiduciary banking platform designed for enterprises, bringing together cash management, credit services, and analytical tools for families, entrepreneurs, investment advisors, and family offices. It offers tailored liquidity solutions by connecting intricate financial information with banking institutions and lenders, ensuring competitive interest rates on cash, easier credit access, and a clear view of both liquid and illiquid assets. Users benefit from advanced reporting capabilities, cutting-edge banking insights driven by the “Sandbox Navigator” AI, and simplified underwriting processes that include a comprehensive record for lender reporting, allowing for efficient management of spending, savings, and analytics for personal and business finances. Looking ahead, the platform plans to introduce a suite of deposit options in late 2025, including individual and joint accounts, business checking and savings, multi-currency global deposits, remote check deposits, as well as virtual and physical cards and mobile wallet integration. This expansion will further enhance the user experience by providing even more financial management tools and resources.
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i2i Logic
i2i Logic merges top-tier corporate financial information with your company's performance data to provide valuable insights that enhance market engagement for your frontline teams. This wealth of analytics and information is accessible through a digital platform designed for use by corporate bankers and advisors both at their desks and in direct client interactions. Typical users encompass relationship managers, market analysts, supply chain and transactional bankers, along with credit teams, bank executives, and corporate advisors outside of banking. The platform facilitates automated, data-driven prospecting across hundreds of thousands of companies and numerous industry profiles. It also offers an analysis of financial and operational metrics that includes dynamic benchmarking against industry standards and peers. Additionally, it features conversation modules that can be shared with clients, covering topics such as capital requirements, debt structuring, liquidity considerations, market trends, and transaction banking services, thereby fostering more informed discussions. Overall, i2i Logic serves as an essential tool for empowering financial professionals to make data-informed decisions.
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