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Board Financial Performance Management from Board International
An all-in-one decision-making platform that combines planning, forecasting, and analytics for comprehensive financial performance management. Features include financial consolidation, budgeting, profitability analysis, and regulatory reporting capabilities.
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Product analysis by function
Financial Performance Analytics for Analytics and Business Intelligence
Solutions for analyzing and reporting on the bank's financial performance across various dimensions.
More Financial Performance Analytics
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Data Integration
(9 Yes /9 Known /10 Possible features)
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Multi-source Data Connectivity Ability to connect to various data sources (e.g., core banking, CRM, ERP, external market data). |
Board's documentation and product materials state integration with sources like ERP, CRM, core banking, and third party data for comprehensive planning and analytics. | |
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Real-time Data Ingestion Capability to ingest data as it is generated or updated, supporting up-to-the-minute analytics. |
Supports streaming, real-time data connections and updates; referenced in Board's technical platform documentation. | |
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Batch Data Processing Support Supports scheduled or on-demand data batch processing up to set intervals. |
Batch data loading, scheduling, and ETL jobs are documented as part of the solution. | |
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Data Cleansing Tools Automated features for detecting, correcting, and standardizing raw banking data. |
Board includes automated data quality management and cleansing capabilities. | |
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ETL (Extract, Transform, Load) Customization Allows custom ETL workflows to match bank’s business rules and requirements. |
Product provides configurable ETL workflows, supporting business rule customization. | |
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API Integrations Availability of APIs for direct data connections with third-party applications. |
Offers robust API connections for direct data integration per official documentation. | |
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Data Mapping Flexibility Ability to map and reconcile fields from different systems to unified analytics data models. |
Field/data mapping flexibility cited as a feature to reconcile diverse data sources. | |
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Change Data Capture (CDC) Supports tracking and applying only changed data for efficiency. |
Change Data Capture is supported as part of Board’s data update protocol. | |
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Support for Unstructured Data Ability to process and analyze unstructured data (e.g., documents, emails). |
Can ingest and analyze unstructured data in addition to structured data. | |
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Historical Data Loading Speed The speed at which the system can load historical data for analysis. |
No information available |
Financial Analytics & Metrics
(9 Yes /9 Known /10 Possible features)
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Profit and Loss Reporting Produces automated and customizable P&L statements. |
Financial reporting, including customizable P&L, is a core offering. | |
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Balance Sheet Analysis Facilitates detailed review of assets, liabilities, and equity over time. |
Explicitly supports balance sheet analytics per banking solution page. | |
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Net Interest Margin Analysis Calculates and monitors net interest margins for lending operations. |
Loan and credit analytics are supported, including margin calculations. | |
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Loan Performance Tracking Analyses metrics such as loan origination, repayment, delinquencies, NPL ratios. |
Loan performance and portfolio analytics are included for financial institutions. | |
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Revenue Attribution Traces sources of revenue to business units, products, or geographies. |
Attribution of revenue by business/product/geography is a major selling point. | |
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Expense Analysis by Category Breaks down and visualizes cost structures and operational expenses. |
Enables expense breakdowns, cost allocations, and category-based analytics. | |
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Liquidity Analytics Monitors liquidity coverage, available funds, and cash flow projections. |
Liquidity analytics and cash flow projections referenced on product page. | |
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KPI Definition & Tracking Customizable calculation and monitoring of key performance indicators. |
Custom KPI creation, tracking, and visualization described in solution sheets. | |
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Scenario & What-if Analysis Allows users to model financial performance under hypothetical scenarios. |
Supports scenario and what-if analysis for planning and simulation. | |
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Forecast Accuracy Measures the accuracy of built-in financial and risk forecasts. |
No information available |
Advanced Analytics and AI
(7 Yes /7 Known /8 Possible features)
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Predictive Analytics Uses statistical modeling to forecast future financial trends or risks. |
Predictive analytics models can be created and deployed using Board. | |
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Anomaly Detection Detects aberrant financial behavior that may require investigation (e.g., fraud, misstatements). |
Anomaly/outlier detection listed as an analytics capability. | |
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Customer Segmentation Identifies customer cohorts based on behaviors, demographics, or profitability. |
Customer segmentation by profitability, cohort, and segment available. | |
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Churn Prediction Predicts likelihood of customer attrition using historical data. |
No information available | |
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Automated Insights Generation System generates plain-language summaries of key financial analytics findings. |
Auto-generated financial and business insights (plain language) are described in marketing literature. | |
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Model Explainability Provides transparency into machine learning model outputs. |
Board emphasizes explainable models as part of its AI Suite. | |
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Self-service ML Model Building Empowers analysts to build, train, and deploy machine learning models without coding. |
Self-service AI/ML tools for analysts available in platform. | |
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Time Series Forecasting Supports statistical or ML-based forecasting of financial time series. |
Time series forecasting tools advertised as part of planning suite. |
Dashboards and Visualization
(9 Yes /9 Known /9 Possible features)
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Customizable Dashboards Users can tailor visualizations and dashboards to their specific needs. |
Dashboards are fully customizable, as per Board’s user documentation. | |
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Drag-and-drop Visualization Builder Allows creation of visualizations without coding. |
Visualization builder is drag-and-drop, requiring no code. | |
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Pre-built Templates for Banking KPIs Includes banking-specific dashboard layouts and widgets. |
Product has banking, insurance, and finance dashboard templates. | |
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Mobile-optimized Dashboards Ensures dashboards are accessible and usable on smartphones and tablets. |
Mobile optimized dashboards available for tablets/smartphones. | |
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Data Drill-down/Drill-through Ability to interactively explore underlying details of charts and tables. |
Drill-down/drill-through analytics supported in Board visualizations. | |
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Scheduled Reporting Enables automatic distribution of reports/dashboards at set intervals. |
Scheduled report distribution is a longstanding Board feature. | |
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Real-time Visual Updates Dashboards refresh automatically as underlying data changes. |
Dashboards can be set to refresh automatically as data updates. | |
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Export to PDF/Excel/CSV Formats Ability to export dashboards and reports for offline analysis. |
Reports and dashboards can be exported to PDF, Excel, CSV. | |
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Embedded Analytics Allows analytics modules to be embedded into third-party applications (e.g., intranets). |
Analytics can be embedded in other business apps (e.g., intranet). |
Audit, Compliance & Regulatory
(7 Yes /7 Known /7 Possible features)
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Regulatory Reporting Templates Provides built-in templates for common banking regulatory submissions (e.g., Basel, IFRS). |
Solution includes templates for standard regulatory reports (Basel, IFRS). | |
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Audit Trail Support Tracks all data transformations, accesses, and changes for audit purposes. |
Audit logging and trail support available to meet compliance needs. | |
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Role-based Access Controls Enables granular permission management according to user roles and compliance needs. |
Granular, role-based access control implemented per user/role. | |
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Data Retention Policy Enforcement Automatically enforces bank-mandated data retention and deletion rules. |
Data retention policy tools available to support compliance. | |
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Secure Data Masking Sensitive data can be masked for privacy and access control. |
Data masking and anonymization described as available options. | |
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Change Logging Logs all alterations to reports, analytics, and underlying data. |
All changes and activities on reports/data are logged. | |
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GDPR and Data Privacy Support Features to ensure compliance with data privacy regulations. |
GDPR and global privacy policy support highlighted for EU clients. |
User Management & Collaboration
(6 Yes /6 Known /7 Possible features)
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Multi-user Access Allows multiple users to simultaneously access and work on analytics. |
Multi-user access and simultaneous editing are supported. | |
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Permission Granularity Degree to which access can be controlled at the dashboard, report, or data level. |
No information available | |
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Shared Workspace Collaborative environments for analytics project teams. |
Collaborative workspaces are part of project/team features. | |
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In-application Comments and Discussion Ability to annotate reports or dashboards for collaborative review. |
Users can comment and discuss directly in Board dashboards. | |
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Task Assignments and Notifications Feature for assigning analytical review or approvals to specific users. |
Tasks and notifications can be assigned within workflows. | |
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User Management APIs APIs to integrate or synchronize user access with other bank systems (e.g., Active Directory). |
APIs for managing users and integrating directories are supported. | |
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Single Sign-On (SSO) Support Integrates with corporate authentication systems for streamlined access. |
Integrates with corporate SSO systems (SAML, Active Directory, etc.). |
Performance and Scalability
(3 Yes /3 Known /7 Possible features)
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Concurrent User Support Maximum number of users supported simultaneously without performance degradation. |
No information available | |
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Data Processing Throughput Amount of data the system can process in a given time. |
No information available | |
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Query Response Time Average time for analytics queries to return results. |
No information available | |
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Uptime/Availability Percentage of time the system operates and is accessible. |
undefined Marketed as enterprise-grade with high availability benchmarks. |
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Elastic Scalability Can scale compute and storage up/down dynamically based on load. |
Supports cloud elasticity and scale-up/scale-out deployment. | |
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Distributed Processing Supports parallel, distributed computation for large data workloads. |
Distributed processing is described for large/complex workloads. | |
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Data Storage Capacity Maximum amount of analytical data the system can store. |
No information available |
Security
(5 Yes /5 Known /5 Possible features)
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End-to-end Encryption Uses encryption while data is stored and in transit. |
End-to-end encryption performed at rest and in motion. | |
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Multi-factor Authentication (MFA) Supports two-step verification and other MFA protocols. |
Supports MFA including two-step and various authentication options. | |
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Activity Monitoring & Alerts Logs user activities and sends alerts on potentially suspicious actions. |
Activity and audit logs, as well as alerting, are available. | |
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Penetration Testing Certifications Product regularly undergoes penetration testing, with results available. |
Undergoes regular pen testing; results available to enterprise customers. | |
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Compliance Certifications Holds certifications such as SOC 2, PCI DSS relevant to banking operations. |
Holds SOC 2 Type II and other relevant compliance certifications. |
Deployment & Integration
(6 Yes /6 Known /6 Possible features)
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Deployment Options (Cloud/On-Premises/Hybrid) Can be deployed as per organizational policy or regulatory requirements. |
Available via SaaS (cloud), on-premises, or hybrid deliveries. | |
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Integration with Existing BI Tools Supports interoperability with established business intelligence platforms. |
Integrates with existing BI tools like Power BI and Tableau. | |
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Custom Connectors Supplies or supports development of connectors to legacy or niche banking systems. |
Custom connectors can be built; SDK and support services available. | |
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Open API Support Provides APIs for programmatic access to functions and analytics. |
Open API access documented for programmatic integration. | |
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Containerization Support Compatible with Docker/Kubernetes-style deployments for portability. |
Supports Docker and Kubernetes deployments for portability. | |
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Automated Upgrade Mechanisms Allows seamless updates with minimal user disruption. |
Automatic, seamless updates are available for Board Cloud clients. |
Support, Training & Documentation
(6 Yes /6 Known /6 Possible features)
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24/7 Customer Support Availability Around-the-clock technical assistance for banks. |
24/7 support available for enterprise customers. | |
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Dedicated Account Manager Appoints a dedicated representative for large or strategic clients. |
Dedicated account management for strategic/banking clients. | |
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Comprehensive User Documentation Rich, regularly updated manuals and knowledge bases. |
Comprehensive knowledge base/manuals regularly updated. | |
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Online Training Modules On-demand video or interactive training for bank staff. |
Online and on-demand training modules are part of support package. | |
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User Community Forum Active user community/support forum for product knowledge sharing. |
Active user and support community forums (BoardVille etc.). | |
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Custom Training Workshops Tailored, live training sessions delivered by vendor experts. |
Offers custom, live training and onboarding workshops. |
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