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Business Insights & Performance

Build business with data-driven insights and customized reports

DCI Analytics

Gain an edge with powerful tools and flexible reports

 
 

Generate Board Reports as one packet

  • Eliminates the need to generate individual reports
  • User defined landing page
 

Create custom reports

  • Using a drag and drop method
  • Create reports in Excel, PDF, Word, and PowerPoint
  • 100's of report templates
  • Easy to read and includes interactive graphics
 

Access to 100% of your bank's data

  • Including bank defined fields
  • Easy payment processing, dedicated monitoring
  • Relatable field names not database or table field names

Financial Dashboard

Get flexible, powerful general ledger reporting

 
  • Generate GL Excel reports in interactive formats in the Core
  • See multiple report column views from one screen
  • See multiple bank- or branch-level views from one screen
  • Access account-level transaction history in one click
Financial Dashboard Graph

Customer Profitability

Increase revenues and manage costs with every customer relationship

 

Bank defined profitability parameters

  • Control accruals at customer and account levels
  • Define rankings to display on every customer-level screen

Ranking of the bank's top 25 customers daily

Dedicated reporting

Call Report

Prepare call reports faster — and more accurately

 
 

Manage call reports with top-shelf interfaces

ProfitStars Call Report Pro, Callreporter Premier, SmartCall

 

Outline numbers that must be submitted to regulators

Sales Tracking & Reporting (CRM)

Empower front line staff with lead referral tools

 
  • Lead referral capability with systems used by front line staff
  • Profitability tracking
  • Contact and Pipeline Management
  • Case Management
  • Marketing campaigns
  • Dedicated management reporting
  • Employee incentive, compensation and goal performance tracking
 
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Customer Information (CIF)

Make more informed decisions with core-accessed business intelligence

 
 

Customer Information Records

 

Associated Customer Relationship

 

Account Relationships Profile

About Customer Records
 

Customer Information Records

No ports or silos

  • All records in Core are tied to a single customer record

Duplicate detect capability and reports

  • Ensure duplicate CIF's are not on system
  • Identify possible duplicate records for easy deletion

View customer-level data from any customer or account-level screen

  • Alerts, security information or DL and Sig card

Associated Customer Relationship

View customer's total relationships

  • Including family, business or associations

Customize at the customer level

  • With associated accounts, customers and relationships

At-a-glance total customer portfolio

  • Officers see full info for quicker loan decisions

Account Relationships Profile

View full customer profile

  • Including all related accounts

View additional account information

  • And relationship information with one click

View external relationships

  • Such as credit card and investment portfolio balances

Have Questions?

Talk to a member of our team or request a demo

 
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Created by Community Banks for Community Banks

 
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