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Financial dashboard

Seamless visibility of key financial information

Enabling banks to deliver high value capabilities to corporate customers

While the payments infrastructure is becoming more fragmented, corporate customers are looking for stability in services and increased visibility of liquidity. The role of the treasurer is changing from activity based to strategic. This can be supported with real-time information and simplified access to multiple banks and systems.

The financial dashboard is both flexible, enabling customers to choose the information displayed from a pre-defined library, and seamless, collating information from multiple sources in the same display, customers are given a self-service alternative to gain access to key information.
Make your bank services and products available in a new, smart, and user-friendly way to improve customer satisfaction and support new customer acquisition.

Alexandra Larsen

Head of Cash Management, Tietoevry Banking

A hand-held, single-sign on solution that gathers all kinds of financial information in real time and displays it in one common place

One touchpoint

A hand-held, single-sign on solution that gathers all kinds of financial information in real time and displays it in one common place

Full overview and access to balances, liquidity positions, and exceptions. With reliable forecasting for your customers to know where their financial resources are at all times

Visibility

Full overview and access to balances, liquidity positions, and exceptions. With reliable forecasting for your customers to know where their financial resources are at all times

Improve the current offerings of your bank and get a better overview of what products the customers need

Competitive edge

Improve the current offerings of your bank and get a better overview of what products the customers need

Key features

Independent integration platform

Financial Dashboard operates as an overlay to existing bank systems. Business services are linked into the platform using web services and APIs. This gives you the opportunity to implement the solution quickly independent of legacy system restrictions. The solution also supports integration with third parties.

Self-managed access to various information

The solution combines many of the services provided by the bank to its corporate customers in real-time. Corporate customers get the ability self-administer and consolidate financial data like costs, revenue, invoices, liquidity, trade finance and FX rates. A single touchpoint improves digitalisation, reduces complex processes and gives more time to run the business.

Personalised and sharable dashboards

Information can be aggregated and tailored to the needs of an individual user​ via flexible dashboards. The solution enables corporate users to share their personalised dashboards with other colleagues​. Moreover, the responsive system design allows for on the go decision making, switching between different devices and screen sizes.

Automatic notifications

Instead of checking for updated information manually, your corporate customers will be informed automatically.

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