Total Deposits
$4.2B
Total deposit balance across all Atlanta-region branches
▲ Up 10.0% YoY
Featured Dashboard
Branch & Product Performance Dashboard
Ranked branch leaderboards, NIM trend tracking, and product mix analytics — built for regional banks and credit unions competing for deposits in the Atlanta market and beyond.
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Audience
Who This Dashboard Is For
Ideal For
- Regional and community banks with 5 to 100 branch networks managing deposits, loans, and product cross-sell
- Credit unions competing for household wallet share in the Atlanta metro and Southeast region
- Bank CFOs, retail banking heads, and market presidents who need a weekly branch performance review deck that updates itself
- FIS, Fiserv, or Jack Henry customers who want Power BI analytics on top of their core banking transaction data
- Atlanta-area banks managing rapid deposit growth from commercial real estate and healthcare sector expansion
Not Ideal For
- Single-branch community banks where a simple Excel report is sufficient — the ROI of a full Power BI semantic model requires at least 5 branches
- Digital-only neobanks without branch-level cost allocation — this dashboard is built for physical branch economics
- Banks without access to daily balance data — the NIM trend and deposit monitoring features require at least daily data extracts
By the numbers
Metrics That Drive Decisions
Real impact, clearly measured. These KPIs show the tangible outcomes of data-informed strategy.
Loan Portfolio
$2.8B
Total loans outstanding including mortgage, commercial, and consumer
▲ Up 11.4% YoY
Net Interest Margin
3.42%
Net interest margin vs. Southeast community bank peer average of 3.27%
▲ +14bps above peer avg
Cross-Sell Ratio
2.7x
Average number of products per household — target 3.0x for peer-leading performance
▲ +0.3x vs last year
From challenge to success
From Monthly Branch Reports to a Real-Time Performance Leaderboard
How we turned fragmented data into a single source of truth—and what we achieved.
The challenge
Regional bank CFOs and retail banking heads receive branch performance data weeks after the fact — a PDF from the core system that doesn't rank branches, doesn't drill into product mix, and doesn't show NIM trend by region. Branch managers have no way to see how they stack up against peers, and deposit growth initiatives lack accountability.
- Core banking systems produce fixed-format reports that can't rank branches or drill into product profitability
- NIM is calculated monthly in Excel, not tracked daily against peer benchmarks
- Cross-sell ratios are reported per quarter, not monitored continuously — opportunities to coach underperforming branches are missed
- Atlanta market competition for deposits is intensifying; banks without real-time deposit tracking lose rate-sensitive balances before the monthly report arrives
Our approach
We built a Power BI semantic model connected to your core banking system (FIS, Fiserv, or Jack Henry) that surfaces branch-level deposits, loans, NIM, and cross-sell ratios in a live leaderboard — refreshed daily. The dashboard includes a product mix pie chart, deposits vs. loans trend line, and NIM vs. peer benchmark tracking that management can present in the Monday morning call.
- Connect to core banking data warehouse (FIS IBS, Fiserv DNA, or Jack Henry Symitar) via ODBC or daily export
- Build branch hierarchy with region rollups and peer group assignments
- Calculate NIM at the branch level using daily average balance and interest rate data
- Product mix segmentation by household, aligned to your product catalog
What we achieved
Branch managers received their first real-time performance ranking, enabling peer accountability
NIM tracking moved from monthly Excel calculation to daily dashboard — rate compression was identified 3 weeks earlier than the prior process
Cross-sell ratio improved from 2.4x to 2.7x across the Atlanta network within 6 months of go-live
Top 3 branch managers identified and recognized publicly — retention improved in a competitive hiring market
Deposit concentration risk identified at one branch; balance transfer program launched proactively
Results verifiedRead full case study
FAQ
Frequently Asked Questions
Find answers to common questions about this dashboard and our process.
We support FIS IBS and Modern Banking Platform (via data warehouse or ODBC), Fiserv DNA and Signature (via Fiserv Analytics or direct query), and Jack Henry Symitar (via ArgoKontingent or data exports). We also work with banks that have already staged their core data into a data warehouse (Azure SQL, Snowflake, or Databricks). The integration method is confirmed during the scoping call.
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