Customers | Services & Support

Request a Live Demo

Watch On-Demand Webinar

Contact Sales
Home SwiftKnowledge for Banking Financial Management
Share
Financial Management

The SwiftKnowledge for Financial Management solution gives bankers real-time visibility and insight to financial performance via access to and analysis of key banking information.

Key Applications

  • Cash Management – Based on trends or a specific point in time, gain greater visibility into cash utilization in order to better set reserves, optimize required balances and maximize utilization of bank assets.
  • Fiscal Management – Identify out-of-budget items earlier, and analyze balance sheet and income statement budget versus actuals, as well as variances over time, in order to become more financially efficient and cost-effective.
  • Profitability Management – Gain immediate understanding of drivers of bank profitability key metrics (e.g. ROA, ROE, gross profit, waived fees), based on daily or aggregate trends, by integrating core data with profitability system.
  • Peer Comparisons – Analyze bank presence and performance in a targeted geographic area, with automatic updates of FDIC data provided throughout the year.
  • Teller Management – Optimize staffing resources and maximize the customer experience by gaining clarity on key teller transaction statistics such as cost and volume, and by better understanding customer traffic and demand metrics, such as location and day of the week.

Ideal for these Job Roles

Sample Reports

Click on the images below to see larger, full-size versions in a separate window.


A Personal Dashboard

Financial Management

Teller Management

Cash Management

Profitability Management

Learn More

Demos

Webinars

Customer Case Studies

Brochures

 
SwiftKnowledge is a  dedicated team willing to work as long as it takes.
952-832-0166 | email us | 11010 Prairie Lakes Drive, Suite 155, Eden Prairie MN 55344