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Average Ratings 6 Ratings

Total
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Average Ratings 0 Ratings

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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

Concentrate your efforts on prospects who meet the credit criteria for closing deals, while minimizing focus on those unlikely to qualify. By dedicating time to opportunities that meet the necessary credit conditions, businesses often experience an uptick in sales and overall revenue. iSoftpull simplifies the process of determining whether a potential client has the creditworthiness required for financing. You can explore the software's capabilities by signing up for a complimentary demo account. With iSoftpull, companies can refine their sales and marketing strategies through immediate access to credit reports from TransUnion and Equifax. Understanding your customer’s credit score from the outset allows for the distribution of targeted marketing communications. This approach eliminates wasted advertising expenditures and other marketing resources on prospects who cannot qualify. Ultimately, leveraging accurate credit information helps businesses engage with prospects more effectively and improves their chances of closing successful deals.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
CoreBank Yes 
FPS GOLD Banking Software Yes 
Finacle Yes 
Finastra Essence Yes 
Fiserv Yes 
Fiserv Fixed Assets for DNA Yes 
Fusion Phoenix Yes 
Zapier No 

Integrations

Axis LMS Yes 
CoreBank No 
FPS GOLD Banking Software No 
Finacle No 
Finastra Essence No 
Fiserv No 
Fiserv Fixed Assets for DNA No 
Fusion Phoenix No 
Zapier 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 No 

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

www.deluxe.com/business-operations/bankers-dashboard/

Vendor Details

Company Name

iSoftpull

Founded

2016

Country

United States

Website

www.isoftpull.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

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

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