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KlariVis Fintech Member
110 Franklin Rd SE, Suite 200 Roanoke VA 24011 UNITED STATES
2019 25 to 100
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    PostedFriday, February 3, 2023 at 5:22 PM

    Why Data Should Be A Top Priority For Your Bank

    Why Data Should Be A Top Priority For Your Bank

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Latest Resources
  • Posted12/2/2024 3:07:10 PM

    https://youtu.be/OYBNLV_HQrk

    As interest rates fluctuate, maintaining a stable Net Interest Margin (NIM) is a critical challenge for financial institutions. In this in-depth webinar, Steve Poynot, President & COO of Capital Bank, and Kim Snyder, CEO & Founder of KlariVis, share their expertise on how banks can leverage data to optimize NIM, enhance profitability, and improve decision-making processes. This conversation offers actionable insights into how banks can proactively manage their portfolios using real-time data.

    What you’ll learn:

    - How to identify and correct rate anomalies in real-time to protect your margins.
    - Strategies for optimizing loan and deposit pricing using daily data analysis.
    - How to empower teams with data-driven tools and promote accountability.
    - Techniques for managing liquidity and customer relationships to drive profitability.

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About

KlariVis is the only cloud-based, core-agnostic enterprise dashboard and analytics solution built for bankers, by bankers. The KlariVis platform compiles and aggregates high-value, actionable data into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization.

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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.

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
2022 ICBA ThinkTech Accelerator MVP, 2023 & 2024 American Banker Best Places to Work in Fintech, 2024 Inc. 5000
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