InsightsIQ
Make data-driven business decisions.
InsightsIQ is an innovative intelligence reporting tool designed to help turn your existing data into actionable insights, fast.
Leverage your data.
View key metrics & trends over time.
Make more informed decisions, quicker.
Overview Dashboard
Set up your KPIs and track them over time. Identify customers with single services to better target and increase retention.
Interactive Map
See where new customers are coming from for each branch and filter by service.
Historical Trends
Access an easy to use chart of account openings over time and identify historical trends for each account type.
Overview Dashboard
Easily view how your promotions are performing. Compare the number of customers and overall balances gained vs. lost in one chart.
Answer key questions:
How many accounts were opened this month/quarter/year? What were the balances?
How does that compare to previous time periods? Am I on track to reach my goals?
What percent of customers have a checking account? A loan?
How many new customers came in and where did they come from?