Financial Services Dashboards

Driving Business Decisions

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iDashboards’ Financial dashboard software is providing financial institutions real-time visibility to their data and greater insight into their key performance indicators (KPIs). With iDashboards’ interactive dashboard software, dashboards are customized for each organization taking into account their data sources, business metrics, financial KPIs and the goals of the organization.

A finance dashboard, can display financial and operational results such as profitability of products, services and channels; other finance dashboards can include customer satisfaction and churn rate, call center performance and loan and mortgage rates. Our customers within the financial services industry have also implemented business dashboards such as mortgage operational dashboard, financial scorecard, and an executive level CFO dashboard.

Financial Services Dashboard Examples


Branch Scorecard	Credit Unions	Fraud Management

Select Customers:

• American Credit House
• Christian Financial Credit Union
• Columbia Credit Union
• Founders Federal Credit Union
• Indiana Members Credit Union
• JP Morgan Chase
• Leslie Rudd Investment Co.
• LGE Community Credit Union
• Michigan First Credit Union

• Navy Federal Credit Union
• PARDA Federal Credit Union
• PNC Capital Markets
• SAC Federal Credit Union
• Sandia Laboratory Federal Credit Union
• SunState Federal Credit Union
• United Federal Credit Union
• United Mortgage & Loan Investment, LLC

Customer Success Story: Navy Federal Credit Union

Navy Federal needed technology that provided both a real-time view into the key performance indicators (KPIs),and the ability to be notified through e-mail alerts when KPI thresholds are exceeded. Find out how Navy Federal Credit Union was able to accomplish this through the implementation of iDashboards.
» Download case study

Customer Success Story: Christian Financial Credit Union

Account openings went through the roof at Christian Financial CU after a new dashboard tool triggered fierce sales competition between employees. Find out how Christian Financial Credit Union was able to accomplish this through the implementation of iDashboards.
» Download case study

Downloads:

Whitepaper: Turn Your Data into Insight

Leading executives and managers throughout the business world are increasingly relying on dashboard applications to present up-to-date business intelligence and drive decision making. Learn how your organization can leverage iDashboards to redefine your information systems in a powerful communication platform.
» Download the complete whitepaper