Aggregation

Most Community banks have data silos storing customer behaviors and enterprise reporting

      
            "Which of my trust customers aren't banking with me?"
         
            "Which of my banking customers should be trust customers, but aren't?"
         
            "Is my customer contact information consistent across all products/services?"
         
            "Why can't I see a 360 degree view of my customers?"
         
            "What is the total wallet share of my customer?"

Enterprise View

See all customer relationships

Extend profitability across products

Enterprise scorecard

Opportunities

Expand existing core opportunities

Opportunities outside of core

Target competitive products

Consistent Contacts

Identify exceptions across products

Normalize customer data across products

Identify changes in contact information across products

Risk Mitigation

Identify attrition beyond core banking

Track large balance changes across all products

Understand where you are doing well/challenged by division (bank, trust, mortgage)

Aggregated Reporting/Dashboards

Business line performance

Change Officer Scorecard to Track referrals by division within the enterprise

Customized for your institution

I2A Overview

See your DATA differently. Start your JOURNEY with us.

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