Reports, Dashboards & Analytics

Sales, Loan Origination, Incentive Compensation, Regulatory & Compliance Design Workshops

Extensive Library of Pre-Built Versions for Financial Services (Banks & RIAs):

  • Data Aggregation
  • Systems Integration (single connector multiple end-points)
  • Extensive Library of Connectors
  • Process & Workflow Automation
  • Analytics
  • SMARTSM Alerts & Notifications
  • SMART – Reports & Dashboards

A Sales Intelligence System for the Entire Bank

Answer Everyday Sales Questions Automatically
(Even the Ones Your CRM Alone Can’t)

The reports you need to manage your pipeline, forecast more accurately and tailor your coaching to each salesperson’s performance.

  • Automated & Cascaded Reporting
  • Historical Data Analytics
  • Executive Board Visuals & Reporting Package
  • Decision Quality Data You Can Trust
  • Pipeline Transparency
  • A Single Source of The Truth
  • Multiple Languages & Currencies
  • Automated Forecasting & Funding Reports
  • Credit & Underwriting SLA Reports

Pipeline Transparency (across all platforms)

Sales, marketing, credit and finance can finally speak a common language. Reports and dashboards enable teams to make data-informed decisions regarding everything from marketing leads, prospecting, underwriting, pipeline management and customer relationship management.