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KlariVis ICBA Preferred Service Provider
110 Franklin Rd SE, Suite 200 Roanoke VA 24011 UNITED STATES
2019 25 to 100
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    Why Data Should Be A Top Priority For Your Bank

    Why Data Should Be A Top Priority For Your Bank

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About

KlariVis® is the only data analytics platform built by former community bank executives to help financial institutions turn their data into actionable insights. By consolidating and simplifying data from across the bank into interactive dashboards and reports, KlariVis empowers teams to make informed decisions that drive growth, efficiency, and customer impact. Built on a modern technology stack, KlariVis eliminates the need for manual reporting, allowing banks to focus on strategy, performance, and innovation. To learn more, visit KlariVis.com.

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Solutions Snapshot

Our platform automates daily extract files from banks’ core systems and other ancillary systems and brings those files securely into KlariVis. We then normalize the data, create the data joins, and present the information back to bankers in the form of clear, easy to understand business intelligence. The KlariVis platform presents high-level trends and changes while simultaneously offering bankers the option to drill down into specific data points in any report at any time.

Key benefits of our interactive enterprise dashboards:

Executive Insights

KlariVis provides banking executives with powerfully simple summaries about overall bank performance and growth trends across markets, branches, products, officers and industries.

Transactional Intelligence
The KlariVis Transactional Intelligence suite analyzes customer transaction behavior to reveal spending patterns, channel use, and engagement trends, helping institutions identify growth opportunities, reduce risk, and strengthen relationships.

Credit Risk Insights
Monitor past dues, credit concerns and concentration issues to ensure you stay ahead of risks to your company’s financial health.

Sales Intelligence
Use of our various product, customer and banker intelligence views allows you and your team to prepare smarter outreach, strengthen sales conversations, and create more revenue-generating opportunities. In addition, leadership has insights into which officers, branches and markets are performing.

Financial Intelligence
KlariVis’ financial management dashboards allow you to interact with your balance sheet and income statements in real-time, giving you snapshots of your organization’s financial performance each day, month, quarter or year.

Automated Board Reports
Our board reporting tool allows you to prepare for board meetings instantly with high-quality, ready-to-print presentations that automatically pull in the data you need for review.

 

 

Awards & Accolades
2025 Tearsheet Data Award for Best Customer Data Implementation, 2025 Inc. Regionals (Mid-Atlantic), 2024 Inc. 5000, 2023 - 2025 American Banker Best Places to Work in Fintech , 2022 ICBA ThinkTech Accelerator MVP
Functional Area
Compliance
Finance & Accounting
IT (Information Technology)
Lending: Commercial
Lending: Consumer
Marketing & Sales
Retail & Branch Management
Solutions for my Bank
Data & Analytics
Compliance Data
Customer Dashboards and Insights
Loan Portfolio
Peer Analysis
Software
Core Processor
(Any) Core Agnostic
Details
Service Area Nationwide
Contacts
Details
ICBA Member Years 6