Tag

Financial Services

How Dashboards Can Help Banks Embrace Technology

In the late 1960s, the automated teller machine – a.k.a. the ATM – was introduced to the financial industry. During the adoption phase, banks realized their importance, but some were hesitant about buying ATMs, citing fears that they would negatively…

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How to Manage Flood of Client, Market Data With Dashboards

Advisors have a wealth of information at their fingertips. A simple dashboard is key to harnessing all that data to make it work for them For financial advisory firms, the bottom line may be dollars and cents, but experienced industry…

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X-factor in Your Software Application

We all know that competition among software application vendors has become cut-throat in our slow economy; vendors are challenged to find ways to improve their revenue. One way to come out as a winner amongst the competition is to have…

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Creating BI with the End-User in Mind

One trend I’ve noticed while working with customers is a scenario we’ve named “scope creep”. This refers to the tendency of dashboarding projects to quickly get out of range with the target the developer is trying to hit. Something to…

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Line Charts – Show more than financial data

Trending data can be a great way to predict and analyze the performance of any metric. There are many ways to represent data with a chart. However, the best chart type to display trending values is the line chart. Line…

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Transparency Throughout Credit Unions

Credit Union Transparency Credit unions are a unique type of financial institution.  They are non-profit and owned by their members.  Executives have the challenge of keeping their members and employees informed about how their organization is doing.   This type of…

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Dashboards are becoming a growing trend in Credit Unions

One credit union executive stated, “If it’s not getting measured, it’s not getting done.” While credit unions have had a long history of monitoring their key performance indicators (KPIs), the challenge has been getting the information in a timely and…

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