Improve your Financial Reporting, Bank Performance Dashboards, KPIs and Scorecards

Improve your Financial Reporting, Bank Performance Dashboards, KPIs and Scorecards

Learn how Hope Sellars, VP & Treasury Manager at Citizens National Bank, leverages live access to ERP Data in Excel to save time and use valuable resources more efficiently for reports, such as:

• Application/General Ledger reconciliations
• Loan Queries for FRB & FHLB Collateral Reporting
• Branch Dashboards & Scorecards
• Board Reporting
• CRM Utilization Reporting

• Previously, Citizens National Bank spent an extensive amount of time on the multi-step process of determining what information was needed, exporting, hand keying and then printing reports. This caused inaccuracies and errors. They also struggled to examine data from different areas of their business. Now, they use queries to slice and dice data in minutes, without needing extensive technical knowledge.