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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.
More about Board International
Solutions for analyzing and reporting on the bank's financial performance across various dimensions.
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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 |
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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 |
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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. |
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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). |
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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. |
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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.). |
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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. |
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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 |
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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. |
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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. |
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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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