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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

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!

In this on-demand session, Michelle Vass, Controller at First Community Bank, will discuss how her team accesses live core data directly in Excel via Spreadsheet Server, eliminating query reports and manual re-keying that causes errors and inaccuracies. Michelle will also share how Spreadsheet Server’s report building capabilities positively impacted her team’s efficiency.


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