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A Dashboard for Every Banker |
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If you’re like most bankers, you’re constantly looking for ways to make better, faster decisions. In our five-part, on-demand webinar series – A Dashboard for Every Banker – we offer a few ideas on how bankers can utilize web-based reports and dashboards
featuring content specific to their job role in order to increase revenues, manage compliance, maximize customer relationships and minimize risk.
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A DASHBOARD FOR: Bank Presidents and Bankers
Watch this free, 15-minute webinar to learn how a pre-built bank dashboard customized for your job role can help you:
- Analyze trends by both bank and bank officer
- Identify best-selling products and adjust emphasis as needed
- Identify best customers
- Access and analyze detailed customer information
- Identify at-risk customers using NSF, declining balance and past-due loan data
- Monitor progress via new activity related to CDs, deposits and loans
- Increase retention/decrease attrition by better identifying cross-sell targets
- Identify maturing CDs and loans
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WATCH
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A DASHBOARD FOR: Bank Board of Directors
Watch this free, 15-minute webinar to learn how a pre-built bank dashboard customized for your job role can help you:
- Comply with regulatory mandates
- Identify best customers
- Monitor portfolio concentrations
- Understand trends at both the bank and regional levels
- Identify and monitor KPIs related to deposit balances and loan balances
- Compare the bank’s metrics against its peers
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WATCH
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A DASHBOARD FOR: Bank Credit Administrators
Watch this free, 15-minute webinar to learn how a pre-built bank dashboard customized for your job role can help you:
- Monitor risk and compliance with regulatory mandates
- Analyze concentrations of loans by product, collateral, NAICS, etc.
- Proactively identify and intervene into past-due accounts or accounts with pending maturity dates
- Monitor large deposits and loan participation
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WATCH
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A DASHBOARD FOR: Bank Deposit Services
Watch this free, 15-minute webinar to learn how a pre-built bank dashboard customized for your job role can help you:
- Analyze trends and variances by product lines
- Implement the most effective channel mix to drive growth
- Segment prospects and customers
- Identify the best cross-sell targets for each product
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WATCH
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A DASHBOARD FOR: Bank Financial Services
Watch this free, 15-minute webinar to learn how a pre-built bank dashboard customized for your job role can help you:
- Analyze trends related to assets and liabilities
- Better understand loans bought and sold by your institution
- Utilize portfolio risk to recognize unsafe concentrations in volatile collateral types
- Identify early warning signs of risk related to NSFs and past-due loans
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WATCH
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Web Seminars
