Audience

Bank and Credit Union CFOs and CEOs

About Banker's Dashboard

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Pricing

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:
Free Trial available.

Integrations

API:
Yes, Banker's Dashboard offers API access

Ratings/Reviews - 6 User Reviews

Overall 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Company Information

Deluxe
Founded: 1915
United States

Videos and Screen Captures

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support

Optimize Bank Performance With Banker’s Dashboard: Deluxe | SourceForge Podcast, episode #60



Banker's Dashboard Frequently Asked Questions

Q: What kinds of users and organization types does Banker's Dashboard work with?
Q: What languages does Banker's Dashboard support in their product?
Q: What kind of support options does Banker's Dashboard offer?
Q: What other applications or services does Banker's Dashboard integrate with?
Q: Does Banker's Dashboard have an API?
Q: What type of training does Banker's Dashboard provide?
Q: Does Banker's Dashboard offer a free trial?
Q: What pricing for support is available for Banker's Dashboard?
Q: What pricing for training is available for Banker's Dashboard?

Banker's Dashboard Product Features

Banking

Corporate Banking Supported
Credit Union Supported
Investment Banking Supported
Multi-Branch Supported
Private Banking Supported
Retail Banking Supported
Transaction Monitoring Supported
ATM Management Not Supported
Compliance Tracking Not Supported
Credit Card Management Not Supported
Online Banking Not Supported
Risk Management Not Supported
Securities Management Not Supported

Business Performance Management

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

Dashboard

Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
Private Dashboards Supported
Scorecards Supported
Visual Analytics Supported
Widgets Supported
Annotations Not Supported
KPIs Not Supported
OLAP Not Supported
Public Dashboards Not Supported
Themes Not Supported

Financial Management

Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Financial Reporting Supported
Investment Management Supported
Revenue Recognition Supported
Cash Management Not Supported
Currency Management Not Supported
Project Management Not Supported
Risk Management Not Supported
Tax Management Not Supported

Financial Reporting

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Cash Management Not Supported

Financial Services

Analytics Supported
Branch Optimization Supported
Performance Management Supported
Channel Management Not Supported
Compliance Management Not Supported
Customer Engagement Not Supported
Risk Management Not Supported

Banker's Dashboard Verified User Reviews

Write a Review
  • Jon D.
    Sr. EVP & CFO
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "BD Review"

    Posted 2023-09-22

    Pros: Ease of use, simplicity of information, plug and play system. Strong support system and personnel.

    Cons: No DDA files brought into system. Missing 1/3 of balance sheet. Budgeting does not incorporate cashflow or rate changes.

    Overall: I like i what i see and hear from BD. The SNL addition will also bring benefits. The future of banking.

    Read More...
    1 user found this review helpful.
  • A Banker's Dashboard User
    SVP Controller
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Banker's Dashboard"

    Posted 2023-09-20

    Pros: The system is extremely user friendly and provides so many calculations that we need for our reporting as well as managing our daily tasks.

    Cons: I wish there was a way to go back to certain days of the month and review activity.

    Overall: At my previous bank, Banker's Dashboard saved me when we purchased another bank! We were able to use Banker's Dashboard for all of our Board Reporting as well as Regulatory Reporting before our core systems were converted.

    Read More...
    1 user found this review helpful.
  • Ashleigh G.
    CFO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Banker's Dashboard Review"

    Posted 2023-09-19

    Pros: Banker's Dashboard is very user friendly. We use the prebuilt reports daily such as the income statement compare and balance sheet compare. Our favorite report is the margin comparison report. It has been very helpful to us during this rising rate environment and closing monitoring our cost of funds. We really like that the budget can be created within dashboard and then you are able to pull various reports with the budget information.

    Cons: Dashboard does not have a modern clean feel. It looks somewhat outdated. The budget software did seem to have a few glitches when I used it last year. I would have to perform a rerun or sync to get all the reports to be in balance. Some other similar software's provide more granular data down to the customer level which dashboard does not have. We currently use Jack Henry Cognos to pull customer balance changes. It would be awesome if that was within the same system. If able to pull in customer data, it would be great to also have profitability by customer relationship.

    Overall: Overall, we like the product. It is an expensive product that we would like to see continue to be enhanced with new features and capabilities.

    Read More...
    1 user found this review helpful.
  • Chris T.
    Branch Manager / Mortgage Loan Originator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Banker's Dashboard is amazing!!!"

    Edited 2023-09-19

    Pros: This makes me life so much easier. I can monitor anything I want and run reports for whatever we need. It helps me to monitor our growth as a bank as well.

    Cons: No cons. I've used Banker's Dashboard for 3 years now and see no cons at all. It just keeps getting better.

    Overall: Banker's Dashboard is a fabulous product. This was a brand new bank and it has helped me achieve daily and monthly growth.

    Read More...
    1 user found this review helpful.
  • Rusty P.
    CPA-Financial Analyst
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Superb product priced well with impeccable support"

    Edited 2022-07-06

    Pros: The product is strong and has excellent coverage of assessing financial performance of a bank. Banker's Dashboard continually works to provide information as requested by our Bank and are continually thinking of new ways to improve their product. last but not least the support is impeccable and personable.

    Cons: The loan information was by customer # vs name due to privacy concerns.

    Overall: The overall experience is excellent due to the pros as described. The cost vs benefit analysis on this product is simple that the product is well worth the price.

    Read More...
    1 user found this review helpful.
  • Kerry H.
    SEVP/CFO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very user friendly"

    Posted 2022-06-08

    Pros: Dashboard is so easy to navigate and understand. Reports are easy to create and maintain within the software.

    Cons: I haven't been able to utilize the in-software budget and forecasting models. I use a spreadsheet and then upload. I just need more training for this feature.

    Overall: Dashboard has been our tool of choice for approximately seventeen years now. It has been easy to use and to adapt to our needs.

    Read More...
    1 user found this review helpful.
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