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
Universa integrates the finest industry standards with state-of-the-art technology to develop a comprehensive system tailored for Credit Unions, Banks, Trusts, and various financial institutions. Drawing on the proven strengths of established banking platforms, it merges best practices with innovative technological advancements, resulting in a sophisticated browser-based solution. The platform boasts a foundational set of features while also offering flexibility for customization to meet specific requirements. Additionally, Universa facilitates connections with third-party systems, including Automated Teller Machines (ATM) and Point of Sale (POS) systems, as well as support for credit bureaus, insurance firms, and other entities. By broadening the traditional banking or credit union experience, it enables access to alternative delivery channels. Embracing new technologies not only enhances operational efficiency but also allows for significant reductions in costs and improvements in customer service, ultimately revolutionizing the financial landscape. This adaptability positions Universa as a forward-thinking choice for financial organizations aiming to thrive in a rapidly evolving market.
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
Integrations
CoreBank
No
FPS GOLD Banking Software
No
Finacle
No
Finastra Essence
No
Fiserv
No
Fiserv Fixed Assets for DNA
No
Fusion Phoenix
No
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
Yes
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)
No
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
Smart Solution
Founded
1985
Country
Canada
Website
smart-solution.com
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
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No