Data analytics is central to transforming community banks and credit unions. You already have much of the data you need to enhance profitability and customer experiences. But without the right resources, accessing and understanding that data can be challenging. RSM has developed FI Insights, a data analytics platform to put that information at your fingertips, and it’s paired with the experience and support of RSM’s first-choice advisors along the way.
Transform your institution with the power of data
Why FI Insights?
- Time: A dashboard solution consolidates on-demand data, available immediately each day.
- Trends: Visualizations and daily updates allow you to identify trends earlier.
- Insights: A full picture of account holder activities provides enhanced customer insight.
- Resources: Your internal team can spend more time working with customers and developing strategies instead of mining disparate data sources for reporting.
- Consistency: Executive management and the board use the same data aligned with the priorities of the financial institution.
We looked at other data solutions and selected FI Insights based on our trust in RSM as a partner, their banking knowledge and vision for the FI Insights platform.
Eric Albrecht, President, National Bank of Commerce
RSM’s FI Insights features include:
Immediate access to on-demand data
Comprehensive data integration
Visualizations to identify trends
Intuitive 360-degree view of customers
Peer analysis and opportunity scores
Advisory resources to maximize return on investment
Secure, cloud-based solution
Licensing for all senior levels
Efficient
implementation
Fixed monthly cost for licenses and advisory services
FI Insights is more than a dashboard—it's the first step toward true transformation with data.
With our one-stop-shop approach to technology and managed services, financial institutions can aggregate performance and customer data, empowering executives to make better, more strategic decisions.
In your customized dashboard, you’ll be able to navigate easily across multiple pieces of data, from a high-level view of your bank all the way down to the account and customer level. This allows you to focus on the details while also seeing the bigger picture.
Your consolidated data is available immediately each day, with visualizations to help you identify trends earlier and monitor changes in loan-to deposit ratios, net interest margin and other key metrics affecting liquidity.
Our customizable peer analysis capability shows your bank’s performance in relation to that of your peers. And the opportunity score provides insight into loan and deposit pricing, adjusted immediately as rates fluctuate.
Our team understands financial institutions and your unique, complex digital transformation needs, such as staying abreast of evolving technologies and complying with regulatory requirements. We have deep knowledge of the financial institutions ecosystem and functional applications that drive business processes.
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Contact our FI Insights team to request a demo
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