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
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
Customer Information (CIF)
Make more informed decisions with core-accessed business intelligence
Customer Information Records
Associated Customer Relationship
Account Relationships Profile
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
