A Streamlined Solution for Internal Analysis

A Streamlined Solution

for Internal Analysis

SNL Banker allows community banks and credit

unions to leverage their internal data as an asset.

Business intelligence

that empowers you

and your team

The SNL Banker solution drives performance

at community banks and credit unions

Confusion has no place in your next business decision. We can help make the complex

simple. SNL Banker is an intuitive reporting solution that offers community bankers simple

streamlined tools, providing data and insights to inform your decision making. Our tools

give you the essential intelligence you need to:

– Assess daily performance metrics and insight that provides the opportunity to

course correct early

– Improve accountability and performance with performance monitoring views

– Identify areas of risk early

– Analyze opportunities to better focus key resources

– Performance coaching to help relationship managers optimize pricing to help

increase proﬁtability

Our software-as-a-service solution, designed speciﬁcally with community banks and credit

unions in mind, integrates seamlessly with your core processor and general ledger (GL) to

give you greater ﬁnancial and operational visibility. SNL Banker is the only solution that

combines a data warehouse with a dashboard reporting and analytics console. Compared

to manual collection, you’ll enjoy a signiﬁcant reduction in the amount of time required to

produce reports based on core and GL information. Our streamlined, role-based reporting

solution provides point-and-click reports for every aspect of your business, freeing your team

up to act on report analyses, grow portfolios, build relationships, and boost your bottom line.

What’s included in a subscription to SNL Banker?

You’ll get 40 pre-built framework reports that will help your team hit the ground running.

Access a wealth of valuable standardized reports, including:

– Balance sheet and income statement

– Rate/volume

– Core account details

– GL transactions

– Deposit decay and loan runoff

– Portfolio concentration

– Deposit and loan growth

Beyond your out-of-the-box reports, our intuitive interface provides you the capability

to create custom self-serve reports and dashboards. Enjoy daily updates of GL and core

data, allowing you to monitor performance on a daily, weekly, monthly, quarterly and year-

to-date basis. The best part is that your daily data automatically populates your reports.

Empower employees with

actionable intelligence

Making informed decisions is challenging without real-time insight into institution, client, and

employee performance. Leverage role-based dashboards to empower your team with the visibility

to identify problems and provide the accountability to solve them. Report templates include:

Finance and Accounting

– Management and board reporting

– Rate volume analysis

– Drill down to GL transactions

– Consolidations and eliminations of entities

– Branch performance

– Financial performance metrics

– Forecasting

Credit and Risk

– Past-due, loan loss and charge-off analysis

– Changes in balances and yields

– Concentration reporting and analysis

– Portfolio trends and risk indicators

Sales and Marketing

– Production reports

– Closed accounts and attrition

– Product penetration

– Enhance target marketing, cross sell, and

campaign planning

– Customer demographic data and householding

– Branch and ofﬁcer performance scorecarding

Operations

– Compliance and board reporting

– Employee/department/region scorecards

– Service management

– Exception quality control reporting

– Service charge opportunities

Understand drivers, trends, and monitor risk

Delayed reactions to market opportunities diminishes your ability to impact margin and

spread performance. In today’s information-based economy, decision making needs

to be faster than ever. SNL Banker provides daily insight so you can understand drivers

and trends immediately instead of waiting on month-end manual reports. Easy analysis

of past due loans, loan loss rates, and collateral concentration help to reduce risk and

minimize surprises leading to a strong balance sheet and improved performance.

Target the best prospects

With limited marketing budgets and increasing pressure to meet sales quotas, promoting

the right product to the right customer is critically important. The SNL Banker solution

lets you integrate your customer proﬁles with Nielsen’s P$YCLE Segmentation data and

identify customer households, so you can understand purchase behavior and target your

best prospects to improve close-rates and cross-sell ratios. Effectively identify your

most proﬁtable segments with clear insights into your customers’ preferences.

Generate more accurate forecasts and

monitor performance to budget

It’s not possible to predict the future, but with the SNL Banker solution you can quickly

generate detailed forecasts. Our intuitive SNL Banker budgeting tool automatically pulls

in up-to-date performance metrics from your general ledger and core, meaning you

spend less time manually entering data. You can project account balances for all product

types at a branch, region, and institution level and automatically publish your budgets

and forecasts for budget- to- actual analysis. Daily and monthly insight into performance

to budget helps your teams understand their performance and optimize results.

Expertise

To us, client service isn’t just a call center. It’s ﬁnding creative solutions at every level.

As ur client, you can expect exceptional service and training from a seasoned team of

support analysts who will help you maximize the value of our solution. Our advisors,

business intelligence analysts, data warehouse developers and product managers

are committed to delivering exceptional service and training. Our goal is to help you

optimize the value you’re getting from SNL Banker.

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