iDashboards Financial Services

Financial Services

iDashboards gives financial institutions access to key financial and operational metrics. For example, the world’s largest credit union monitors their mortgage pipeline, loan collection efficiency, and network break-in attempts with real-time dashboards.

With the help of a finance dashboard, you can consolidate key performance indicators to monitor financial and operational results such as profitability of products, services and channels. Other metrics you can monitor with a dashboard are customer satisfaction and churn rate, call center performance and loan and mortgage rates.

If your organization issues credit cards and loans, iDashboards can help you monitor fraudulent activities. iDashboards can assist in identifying areas that need immediate attention, and solutions to reduce and combat fraud.

 

Live Dashboard Previews
 Finance Dashboard  Financial Scorecard  Financial Dashboards
Commercial Banks
 
Credit Unions  
 
Fraud Management  
 

iDashboards can seamlessly integrate into your data environment. Let us help you achieve significant performance improvements with real-time dashboards and performance alerts.


Downloads
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Downloads

 Whitepaper: Turn Your Data into Insight

Leading executives and managers throughout the business world are increasingly relying on dashboard applications to present up-to-date business intelligence and drive decision making. Learn how your organization can leverage iDashboards to redefine your information systems in a powerful communication platform.

Download the complete whitepaper

 eBook: iDashboards for Financial Services

See how iDashboards gives financial institutions real-time access to key financial and operational metrics to help make effective decisions.

View the eBook
Select Customers
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Select Customers
 
  • American Credit House
  • Christian Financial Credit Union
  • Columbia Credit Union
  • Founders Federal Credit Union
  • Indiana Members Credit Union
  • JP Morgan Chase
  • Leslie Rudd Investment Co.
  • LGE Community Credit Union
  • Michigan First Credit Union
  • Navy Federal Credit Union
  • PARDA Federal Credit Union
  • PNC Capital Markets
  • SAC Federal Credit Union
  • Sandia Laboratory Federal Credit Union
  • SunState Federal Credit Union
  • United Federal Credit Union
  • United Mortgage & Loan Investment, LLC 

Customer Success Story

Navy Federal needed technology that provided both a real-time view into the key performance indicators (KPIs),and the ability to be notified through e-mail alerts when KPI thresholds are exceeded. Find out how Navy Federal Credit Union was able to accomplish this through the implementation of iDashboards.

Download the complete story

 Customer Success Story

Account openings went through the roof at Christian Financial CU after a new dashboard tool triggered fierce sales competition between employees. Find out how Christian Financial Credit Union was able to accomplish this through the implementation of iDashboards.

Download the complete story

Webinar
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Webinar
 iDashboards for Credit Unions

Click here for a schedule of upcoming webinars.

To get access to the 'iDashboards for Credit Unions' webcast, send your request to webcasts@iDashboards.com.

 

 

 

 

Customer Quotes
 

"The technology couldn't be any easier to use and implementation was quick and simple. Now, being able to drilldown into a variety of KPIs, we can easily identify what has raised alerts so that we can take immediate action."

- John Charles Herzberg, VP of Web Development and Technology, Navy Federal Credit Union