Empowering Branch Experience

Insights at Your Fingertips with Our Branch Banking Dashboard Solution.

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Features that provides insights into your branch operations​

Government Business​​​

The dashboard displays the summary of activations, pendency and query raised. The dashboard displays the account opening performance of CASA Back Offices (CBO) measured by TAT at various stages.​

SMA​ & NPA​

The dashboard displays the cash position of Branches vis-à-vis their cash retention limit.​

Business Variations​​​

Top depositors & Borrowers of the Branches are displayed on this dashboard.​

Credit Sanctions​​​

The dashboard displays the branch figures for CASA, term deposits, advances their comparison with previous periods and allotted budget. The dashboard will display the major pendencies such as Sundry Outstanding, Suspense Outstanding, Nomination Pending, KYC, UCIC etc.​

CKYC Pendency​​​

The dashboard will display the CKYC details such as pendency , Active customers, Inactive customers and further images details from active/non active customers for the Branch ​

Digital Banking​

The dashboard displays the performances of products available through digital channel. It also displays the position of Current and Saving Accounts opened and closed in Branch. Drill down from Zone to Circle to Branch provides a comprehensive understanding.​

CASA Backoffice​​

The dashboard displays the summary of activations, pendency and query raised. The dashboard displays the account opening performance of CASA Back Offices (CBO) measured by TAT at various stages.​

Branch Monitoring​​ & Branch Business​

The dashboard displays the branch figures for CASA, term deposits, advances their comparison with previous periods and allotted budget. The dashboard will display the major pendencies such as Sundry Outstanding, Suspense Outstanding, Nomination Pending, KYC, UCIC etc.​

Cash Management​​​

The dashboard displays the cash position of Branches vis-à-vis their cash retention limit.​

Locker Management​​​

The dashboard displays the figures of Branch vacant lockers and rent due lockers, monthly.​

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Branch level Critical Information At-a-Glance

Gain immediate visibility into branch performance, transaction trends, and customer interactions for informed decision-making.

Empowering Branch and Regional level Users

Streamline branch operations by tracking key metrics, identifying bottlenecks, and optimizing resource allocation for increased overall efficiency.

Enhance Customer Service & Support

Provides granular insights tailored for streamlined local management at the branch level.For regional-level users, gain a comprehensive overview with aggregated data, empowering strategic decision-making across multiple branches.

Track & Improvise operational measures​

Improve customer service by analyzing data on customer interactions, preferences, and feedback to tailor services and enhance overall satisfaction.

Highly flexible, customisable, scalable and secured platform for regional & branch banking dashboard and reporting

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Fininsights Products

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The All‑In‑One System To Help Your Business Thrive

  • Ticketing
  • Notifications & Alerts
  • Audit & Logs ​
Central Inbox for all tickets ​

Common list View centralizes ticket management, allowing easy organization, monitoring, assignment, dependency setting, and progress tracking.

Easy Monitoring & Tracking ​

Efficiently allocate support resources by prioritizing and assigning tickets based on urgency and complexity, ensuring that the right personnel address issues promptly.

Tracking performance and TAT​

Analyze key performance metrics, such as response times and resolution rates, to continuously improve support processes and meet or exceed service level agreements (SLAs).

Automation for Efficiency

Integrate automation features to streamline routine tasks, reducing manual efforts and improving overall efficiency in handling support tickets.

Streamlined Communication

Facilitate seamless communication among support teams and end customer, providing a structured channel for updates, status notifications, and resolutions, enhancing overall communication efficiency.

Data Driven Insights

Ticketing Systems generate valuable data and insights into common concerns, enabling businesses to identify trends, address recurring issues, and improve overall product or service quality.