Average Ratings 6 Ratings
Average Ratings 0 Ratings
Description
Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
Description
ERMES is a comprehensive application designed from the insights of the SEFIN group, aimed at facilitating supervisory reports and matrices for foreign bank branches in Italy as well as for Financial Intermediaries listed in the new SINGLE REGISTER. This application serves as a protocol to PUMA 2 (Unified Corporate Matrices Procedure), enabling a straightforward and thorough approach to fulfilling periodic reporting requirements to the Bank of Italy. Tailored specifically for the Italian branches of foreign banks and for Financial Intermediaries under article 107, as well as those governed by article 106 (the so-called SINGLE REGISTER), ERMES functions as a reporting and communication system that supports users throughout every stage of the process through its intuitive yet detailed interface. The application prioritizes flexibility and usability while allowing for adaptability and customization of table structures to meet the unique needs of each user. Furthermore, it provides a singular reference documentation for processing, ensuring consistency and clarity in reporting. This innovative approach not only enhances user experience but also streamlines compliance with regulatory obligations.
API Access
Has API
Yes
API Access
Has API
No
Integrations
CoreBank
Yes
FPS GOLD Banking Software
Yes
Finacle
Yes
Finastra Essence
Yes
Fiserv
Yes
Fiserv Fixed Assets for DNA
Yes
Fusion Phoenix
Yes
HID IdenTrust
No
Integrations
CoreBank
No
FPS GOLD Banking Software
No
Finacle
No
Finastra Essence
No
Fiserv
No
Fiserv Fixed Assets for DNA
No
Fusion Phoenix
No
HID IdenTrust
Yes
Pricing Details
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
Vendor Details
Company Name
Sefin
Founded
1981
Country
Italy
Website
ebi.sefin.it/en/software-and-services-for-supervisory-reporting/supervisory-and-matrix-reporting/
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
No
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
Yes
Project Management
No
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Financial Services
Analytics
Yes
Branch Optimization
Yes
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
Yes
Risk Management
No
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No