Banking & Finance Dashboard

Banking and Finance Dashboards

Sweeping regulatory reform in both retail banking and financial services is causing banks to re-evaluate how they generate sustainable revenue. In this rapidly changing environment, do you have the information you need to make the right decisions?

Banking and Finance Dashboard Sample

Analyze your corporate expense accounts for different companies, locations, and targets. Click on any company to drill down and receive a more in depth look at the numbers. View sales by company, explore account details, and determine budget variance all at a glance!

Dundas In Action


Finance Monitor

Dashboard Solutions

Human Resources

Improve workplace efficiency and reduce staff turnover by setting specific HR targets and visualizing the results. Reporting dashboards provide your HR staff with the tools they need to track employee career goals, provide fair compensation, improve succession planning, and streamline workforce management.

Mortgage Servicing

With defaults and foreclosures at record highs, mortgage servicers need to understand what steps they can take to reduce administrative burdens while helping distressed borrowers make payments. By aggregating and analyzing mortgage data, dashboards provide the ability to understand huge amounts of data in a single glance. Visual analysis of roll rates, workout effectiveness, and factors which affect late or missing payments can help servicers identify common problems and reduce the risk of foreclosure by knowing when and how to re-negotiate payment schedules.

Risk Analysis

A dashboard can help with understanding and analyzing risk – whether from financial markets, credit markets, or general operations. Our data visualization technology and expertise can help you analyze and predict outcomes using stress testing and What-If computational models to make sure you’re well prepared for what the future holds.

Branch Performance

A dashboard can provide branch managers, regional managers, and executives with an interactive portal where they can explore branch performance from a high level down to an individual location. This can help managers understand what products customers are buying in different regions, identify areas where additional training might be needed, and discover how to attract new business through analysis of customer patterns. Executives can use a dashboard to better understand how well branches are executing specific mandates (for example, ensuring that every customer has 5 or more of your products).

Wealth Management

Recent studies have shown that wealth management requires a more tailored approach, and that high net worth investors are demanding more virtual as well as physical interactions. A dashboard can be a powerful differentiator that helps attract clients with a customized portal where they can visualize, analyze and interact with their portfolio, discuss results with fund managers, and request in-person consultations.

Visualize Such KPIs As:

  • Gross Profit Margins
  • Net Profit Margins
  • Current Ratio
  • Inventory Turnover
  • Return on Equity
  • Accounts Payable Turnover
  • Debt-to-equity Ratio
  • Net Working Capital

What customers
are saying

“The services, training and support we received was very important to us.”
- Credemtel