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Bank on Excel: Leveraging Live Core Data for All Your Reporting Needs

Bank on Excel: Leveraging Live Core Data for All Your Reporting Needs

Your bank runs on data. Whether its customer, branch, or company data, you need to be able to immediately access and assemble that data. What if you had a more efficient way to access core data and develop Board Packages? What if you had the ability to spend more time analyzing the data and planning rather than creating the reports? You can do all of this and leverage real-time core data to deliver precise ALLL, Branch Profitability, Quarterly Call, Channel, and Loan Application reports—all within the confines of Excel!

Join us Wednesday, August 30, at 2PM EDT to hear how Michelle Vass, Controller at First Community Bank, achieved just that. Michelle will discuss how her team accesses live data directly in Excel via Spreadsheet Server, eliminating query reports and manual re-keying that causes errors and inaccuracies. In this session, Michelle will also share how Spreadsheet Server’s report building capabilities positively impacted her team’s efficiency. Learn how Spreadsheet Server can help you too!


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Wednesday, August 30th @ 2:00PM EDT


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