Profit FI is an easy to use business intelligence application designed in Qlik Sense to make data analytics profitable for your financial institution. It uses customer, operations, and market data to serve customers better, help employees work more efficiently and effectively, and direct executives to the most lucrative opportunities in their marketplace. In short, Profit FI arms community and regionally-based financial institutions with the data analytics and business intelligence they need to out-compete large national banks.
Consisting of three solutions: Customer 360, Market Advantage, and Performance Insights; Profit FI lets you power your financial institution’s data analytics and business intelligence at a fraction of the cost of competing solutions.
Best of all, each Profit FI solution comes with consulting and coaching from Scott McClymonds and CEO Velocity. It’s one thing to have a great system, but it’s quite another challenge to build adoption, strategy, and operations around it. CEO Velocity’s business intelligence and data analytics consulting has enabled clients to earn tens of millions of dollars while strengthening brands and powering increased employee effectiveness.
Do you need more profitable customers? Do you have branches, business units, or loan officers that need to perform better? Do you need more loans, core deposits, and fee income? Do your digital channels need to be optimized? Are you seeking to expand your footprint or acquire another institution? Profit FI provides the insights you need to raise the bar on your performance.
Contact Scott at 479.263.0774, [email protected], linkedin.com/in/scottmcclymonds, @ScottMcClymonds for a complementary one hour conversation structured to your particular situation.