Sold by: RSM
FI Insights delivers a data analytics solution that provides community banks and credit unions with a deeper understanding of account holder activities and the opportunity to earn more business through that enhanced customer insight. FI Insights puts valuable information at your fingertips, and pairs it with the experience and support of RSM’s first-choice advisors along the way.
Overview
Data analytics is central to transforming community banks and credit unions and is critical to enhancing 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 built on core AWS services such as S3, RDS, Lambda, and EC2 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. FI Insights delivers a data analytics solution that provides community banks and credit unions with a deeper understanding of account holder activities and the opportunity to earn more business through that enhanced customer insight.
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
How RSM can help? With FI Insights, RSM delivers a data analytics solution that provides community banks and credit unions with a deeper understanding of account holder activities and the opportunity to earn more business through that enhanced customer insight. With more perspective, you can get better answers—and ask better questions.
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 costs for licenses and advisory services
Our FI Insights platform provides a solution that offers a quick implementation with modeling and reporting based on key business drivers and account-level data. In addition, we provide advisory services to help interpret data to enable the visibility you’ve been seeking.
Highlights
- 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.
- On-demand data 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.
Details
Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.
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Support
Vendor support
RSM provides full-service support from onboarding through deployment. Once deployed, RSM continues to provide day-to-day application support and advisory services to help interpret data to enable the visibility you’ve been seeking. Please Contact RSM for more details at