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How CFOs Can Automate Daily Loan and Deposit Portfolio Analysis in 3 Days

by Simon Goble on May 11, 2020

Our virtual office is active, all our staff are working hard, and we are very proud to be continuing to develop new features and deliver on client projects remotely.

Daily Loan and Deposit Analysis is More Important than Ever

One area of focus especially relevant in the current climate is delivering daily loan and deposit analysis to our, clients and accelerating their ability to integrate encrypted loan and deposit information for daily movement analysis in BankBI.

BankBI was born in the cloud so remote delivery of our software and services is integral to everything we do. We’re using the latest Azure cloud technology to deliver our software to clients, and the latest collaboration tools to deliver our services.

Automated regulatory reporting offers 3 unique value propositions. Watch our  on-demand webinar to discover how they can benefit your organisation.

How to Upload Daily Core Banking Loan and Deposit Data

Our clients can upload loan and deposit data from their core banking systems daily.

We transform this data into actionable insights to make data-driven decisions based upon analysis of the loan and deposit portfolio.

This is how it works:

  1. We help clients install our upload agent to encrypt data and remove and Personal Identifiable Information (PII) from the extracts. This enables clients to upload loan and deposit data daily.
  2. We identify approximately twenty key fields in the core banking loan and deposit extract files to map to our standard, out-of-the-box dashboards, and reports.
  3. We map and transform the encrypted data, remotely, to our Banking Performance application on behalf of our clients.
  4. We train clients and give them access to their full daily loan and deposit analytics.

Real Insight, Fast

This process is up and running very quickly. If the extract is good, it will take a few short days to set it up. It could be up and running as early as next week.

We are very flexible about how and when we engage with new clients. We're following their lead, based upon what they need to achieve.

You decide when and how to proceed.

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