Banker's Insight is power delivered with simplicity. Have the most thorough insight into your business easily accessible and always at hand. Combine it with your banking expertise and generate results.

Dashboard

With only a quick glance the dashboard provides you with an immediate understanding of the health of your business. Its rich visual display of information includes charts and graphs of business insight. Simply click on a chart to drill into an underlying, interactive detailed report and understand what factors are contributing to good or bad performance.

Scorecard

Part of the dashboard, the scorecard lists essential metrics, called key performance indicators (KPIs), that empower you in making decisions and in driving your organization. Each KPI consists of the current value, your business goal, and the current status and trend of your progress. We tailor your scorecard specifically to meet your needs. Common examples include KPIs for average customer contribution, customer retention, cross sell ratio, return on assets, and efficiency ratio.

Explorer

Anyone can explore and visualize data with Banker's Insight. Our data into insight process results in descriptive fields that are business oriented. You can create interactive reports by simply dragging and dropping fields onto a report. You can also open previously-created, though always up-to-date, analytic reports.

Using our information catalog you can explore across accounts, customers, GL information, households, organizations, products, relationships, and time—all from a countless variety of angles and viewpoints. Create point-in-time snapshots of performance figures for comparative analysis. Chart your results. Filter your analysis without needing technical jargon or advanced scripting. At any level you can drill-down into the lowest-level of detail to answer, "How did I get here?"

Search

Insight Search provides a single-field, internet-type search across customer and company names, addresses, phone numbers, account numbers, reports, and more. It is as powerful as it is simple to use. Don’t know the exact spelling of a customer’s name or address? Simply provide your best guess and Insight Search will return exact matches first followed by customers with similar sounding names and addresses.

Profile

In addition to broad insight into your business, Banker's Insight provides a 360° view at the customer level where tangible insight can be turned into actions directly benefiting the customer relationship. A complete customer portrayal goes beyond traditional customer information systems. It highlights previously hidden relationships, supplements information with demographics, and empowers decision making with scores for attrition risk and potential profitability.

Campaign Management

Setup strategies and campaigns that are perfectly aligned to your corporate goals and objectives with the Campaign Manager. Campaigns provide alerts to give the right people insight into customer events, such as high attrition scores, and will automatically generate and distribute leads. Insight gained through Insight Explorer can be leveraged through the Campaign Manager to produce targeted mail to reach specific audiences. A strategy can contain multiple campaigns working together to drive innovative marketing programs, such as customer on-boarding, to spectacular results.