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Enterprise Layer Intelligence
Categories/Business Intelligence/BankBI
BankBI

BankBI

Founded 2013

Track financial performance, automate reporting, and forecast balance sheets for banks and credit unions

You can use BankBI to manage financial performance and automate reporting across banks and credit unions. The system connects directly to core banking databases to extract daily loan, deposit, and general ledger data. You can track key financial ratios, compile month-end performance reports, and build multi-year strategic budgets without relying on spreadsheets. It also provides daily asset and liability reporting to monitor liquidity, interest rate risks, and capital ratios. Management teams can generate board packs and evaluate branch-level performance to spot trends and guide growth.

What BankBI does

Generate month-end financial balance sheet and income statement reportsTrack daily variance across key banking performance indicatorsCreate multi-year strategic financial budgets and forecastsExtract transaction and portfolio data from core banking systemsMonitor liquidity risk and interest rate risk metrics dailyAnalyze branch-level deposit growth and loan balancesBuild pre-formatted board presentations and executive financial summariesAutomated extraction of core banking and general ledger dataPre-built dashboards for tracking key financial ratios and KPIsAutomated board pack generation and visualization toolsMulti-year financial forecasting and continuous budget reforecastingLoan and deposit portfolio analysis with customer segmentationDaily asset and liability reporting for liquidity and interest rate risksBranch and product performance monitoring

Frequently asked

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BankBI, banking analytics, financial reporting, credit union analytics, community bank reporting, loan portfolio analysis, deposit analytics, asset and liability management, balance sheet forecasting, general ledger analytics, board pack reporting, KeyStone integration, Symitar integration, Fiserv DNA, Fusion Phoenix, liquidity risk tracking