Average Ratings 6 Ratings
Average Ratings 0 Ratings
Description
Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
Description
SavvyMoney offers a comprehensive digital platform for financial wellness and credit score management, designed specifically for financial institutions to provide their clients with complimentary access to real-time credit scores, complete credit reports, and daily monitoring without affecting the user's credit score. This innovative platform allows users to examine the essential factors impacting their credit, test various actions (like paying off a balance), and discover customized loan and credit card offers that match their financial profile. Integrated effortlessly into both online and mobile banking systems, it caters to the needs of banks and credit unions alike, and utilizes analytics to aid financial institutions in recognizing behavioral patterns, identifying wallet-share deficiencies, and uncovering opportunities for targeted marketing initiatives. SavvyMoney prioritizes consumer education and empowerment by alerting users to important changes in their credit file, such as new accounts, address modifications, or delinquent payments, while also providing practical advice for enhancing credit health. Furthermore, the platform's commitment to user engagement ensures that individuals remain informed and proactive in managing their financial futures.
API Access
Has API
API Access
Has API
Integrations
Finastra Essence
Fiserv
Alkami Digital Banking Platform
Alogent
Backbase
Candescent Digital Banking
Connect
Constellation
CoreBank
FIS Asset Finance
Integrations
Finastra Essence
Fiserv
Alkami Digital Banking Platform
Alogent
Backbase
Candescent Digital Banking
Connect
Constellation
CoreBank
FIS Asset Finance
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
Vendor Details
Company Name
SavvyMoney
Founded
2009
Country
United States
Website
www.savvymoney.com
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management