113 bancpac reporting-old friends and new...
Post on 24-Jan-2020
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BancPac ReportingOld Friends and New Solutions
May 2017Joselyn Strohm, Product Manager
Growing Reporting Needs
2
Increasing demand for reporting and analytics
Quick Access to business-critical
information
Simple user experience
Benefits
BancPac360
3
Comprehensive, web based reporting
application
Daily updates Intuitive designMultiple
reporting formats
Charts and Graphs
Launching BancPac360
4
Homepage
5
Report Builder
6
Query Designer
7
Sample Report
8
Sample Reports - Tables
9
Sample Reports - Graphs
10
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Management Reporting Suite
Benefits
Management Reporting Suite
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• Dashboard of predefined data
• Multiple sort and filter options
• Charts and graphs
• Export to excel
• Drill-down capabilities
Launch Management Reporting Suite
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Report Options
14
Rendered Report
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Sample Graphs
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Drill-Down
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Current Planned Roadmap for Available Reports
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• New Customers
• Customer Birthdays
• Customers with Loan Relationships but no
Deposit Relationships
• Customers with Deposit Relationships but no
Loan Relationships
• New Deposit Accounts
• Closed Deposit Accounts
• Significant Balance Change
• Time Deposits Maturing
• Overdrawn Accounts
• Waived Account Analysis Fees
• Waived Cycle Service Charge Fees
• Customer and Deposit Reports
• Waived NSF/OD Fees
• Eligible for IRA Distribution 59 ½
• Total Deposits
Customer and Deposit Reports
Current Planned Roadmap for Available Reports
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• Total Loan Balances
• New Loans
• Closed Loans
• Loans Matured
• Loans Maturing
• Past Due Loans
• Late Charges Waived
• LTV with Collateral Info
• Payments on Loans in Nonaccrual or Charge off Status
• Safe Deposit Boxes Available
• Safe Deposit Boxes Opened
• Safe Deposit Boxes Past Due
• Safe Deposit Box Rent Waived
• ATM/EFT Cards Issued
• ACH Volume by SEC code
• ACH Returns by SEC Code
• ACH Origination Volumes
Loans and Other
COMING SOON….
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• Financial Reporting Suite
Thank YouJoselyn Strohm Joselyn.Strohm@fisglobal.com
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