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Financial

It’s no secret that the financial industry is increasingly volatile.

Financial institutions, credit unions and other financial service providers are expected to increase transparency while serving clients and stockholders, and still keep all financial information confidential. With so much individualized reporting required, how can you keep up with the demand? iDashboards provides an easy way to generate insightful dashboards in hours, not days. Imagine providing a customized dashboard summarizing your firm’s current status for every audience: executives, stock analysts, employees, regulators, even members and customers. Plus, you don’t need to invest heavily in IT support. It’s easy to use and can be implemented in just five days.

Monetize your data stream.

Quickly Access All Your Data

Whatever data format you use, iDashboards can mix it, match it and use it to find correlations you never knew existed. iDashboards has over a dozen built-in connectors – with more to come – to accommodate popular data formats.

Easily Create a Dashboard

You don’t need to be a programmer to use iDashboards. In fact, if you’ve ever used any kind of desktop publishing software, you’re well on your way. Like thousands of our customers, you’ll soon be building cool and custom dashboards with nothing but a little training and your own creativity!

Interact and Discover Insights

Our dashboards almost compel you to play with them. With multiple drilldowns, real-time updating and dynamic customization, your users are sure to enjoy the dashboard experience while discovering data relationships that make a real difference.

Financial Institutions

Whether your firm is a bank, capital management firm, mortgage company or investment banker, the need for quantifiable results has never been greater. Dashboards have long been developed specifically for CEOs and CFOs. But now, managers at all levels are calling for individualized dashboards to help complete day-to-day tasks. Thanks to iDashboards’ patented, easy-to-use interface, developers can quickly create customized dashboards in just hours, providing time-critical information that can make an immediate difference.

Click below to experience live dashboard examples.

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We are bombarded with data on a day to day basis, and iDashboards has really helped take a lot of that data and translate it into a visual fashion where you can pick up on things a lot quicker than you would if you were trying to look through an Excel spreadsheet of lines and lines of data. So from a resource perspective, it really saves us a lot of hours.

We researched 18 different companies but iDashboards was the clear winner for us. One of the reasons it really stands out are the graphics and different types of charts that have the ability to set ranges and trending. It was just the perfect tool, the best combination.

 

Consider creating a customized dashboard to communicate these key investment metrics, or personalized dashboards to analyze your own metrics:

  • Account growth
  • AR & AP
  • Budget planning
  • Customer satisfaction
  • Investment research
  • Risk management
  • Location growth
  • Merchant services
  • Personal & commercial lending
  • Portfolio management
  • Retail branch operations

Need a whitepaper to complete a purchase requisition? Want to make a presentation on the features and benefits of iDashboards? We can help.

More ResourcesTry It Today

Credit Unions

With so much competition in the marketplace, having up-to-the-minute information about your members and operations is a necessity. iDashboards makes it easy to create and deliver fully interactive, real-time dashboards that help your corporate and branch managers make informed decisions.

Click below to experience live dashboard examples.

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Now that iDashboards is in place, information is available in an easy-to-understand format for all employees. This straightforward, up-to-date information speeds reporting, performance management and decision-making for all of our managers. With this automation, our employees are able to see how their department is performing on a daily basis.

This technology couldn’t be any easier to use and implementation was quick and simple. Now, being able to drilldown into a variety of KPIs, we can easily identify what has raised alerts so that we can take immediate action.

Consider creating a customized dashboard to communicate these key credit union metrics, or personalized dashboards to analyze your own metrics:

  • Board reports
  • Branch management
  • Call center metrics
  • Compliance & risk management
  • Customer assets
  • Financial and P&L statements
  • Loan risk scores
  • Loan volume
  • Membership growth & retention
  • Net promoter score
  • Profitability of products,
    services & channels
  • Teller productivity

Need a whitepaper to complete a purchase requisition? Want to make a presentation on the features and benefits of iDashboards? We can help.

More ResourcesTry It Today

Financial Service Providers

Whether you provide wealth management services, sell stocks and bonds, provide accounting services or offer other financial assistance, your business accrues and generates vast quantities of data. Finding key correlations within that data can often mean the difference between your organization’s success and failure. iDashboards provides the means for you to collect that data, optimize it for analysis and use it to generate compelling, multi-faceted dashboards. Best of all, you don’t need to hire additional programmers or IT staff to use our solution. It’s designed to be easy to use so you can keep your attention on your clients and their needs.

Click below to experience live dashboard examples.

iDashboards is the right tool at the right time, allowing us to easily customize dashboards. The flexibility of the tool allows us to quickly and accurately portray key performance metrics in a visually rich and easily understandable context.

We saw a really strong need to centralize our data and it needed to be an intuitive and user-friendly dashboard that everyone can understand from tellers and managers, to senior executives. iDashboards met this need and was able to pull information from all of our data sources, including Symitar.

 

Consider creating a customized dashboard to communicate these key financial service metrics, or personalized dashboards to analyze your own metrics:

  • AR & AP
  • Cash flow management
  • Client communication
  • Financial statements
  • Portfolio management
  • Project management
  • Projected growth
  • Return on investment

Need a whitepaper to complete a purchase requisition? Want to make a presentation on the features and benefits of iDashboards? We can help.

More ResourcesTry It Today