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features
design
support

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Description

Transforming and optimizing your operational workflows can lead to enhanced efficiency that is responsive to your clients' evolving demands. By automating and refining these processes, financial advisors and wealth managers gain the agility to customize their offerings according to client preferences. In a rapidly changing investment landscape, presenting a variety of alternative investment options—such as REITs, socially responsible investments (SRIs), ESG-focused strategies, private equity, philanthropy, and cryptocurrencies—plays a vital role in both attracting new clients and retaining existing ones. The dynamic between clients and wealth managers has shifted significantly, with personal interactions becoming less favored. Nonetheless, tailored investment guidance that considers individual risk profiles, life aspirations, and personal preferences continues to be an essential service. In this context, delivering advanced and personalized omnichannel digital solutions throughout the entire client journey is increasingly important to fulfill their demands for convenience and efficiency. As the industry continues to evolve, staying ahead of client expectations will be critical for success.

Description

With SNL Banker, turn your internal data into essential insights. Our solution effortlessly connects with existing systems, enhancing visibility for U.S. community banks and credit unions regarding their financial and operational status. Empower your financial institution to make informed decisions confidently with SNL Banker. Gain access to a variety of reports that allow you to examine trends, identify opportunities, and strategically allocate key resources. Our user-friendly, role-based reporting platform enables your team to generate reports with ease. Ensure that all organizational levels have a unified source of information by consolidating data across different systems. Additionally, utilize tailored dashboards that provide your team with the necessary tools to not only pinpoint issues but also to effectively address them. This level of insight and resource allocation can significantly elevate your operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
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

ERI

Founded

1989

Country

Switzerland

Website

www.olympicbankingsystem.com

Vendor Details

Company Name

S&P Global

Founded

1917

Country

United States

Website

www.spglobal.com/marketintelligence/en/solutions/snl-banker

Product Features

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring Yes 

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking Yes 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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