BancPac ReportingOld Friends and New Solutions

May 2017Joselyn Strohm, Product Manager

Growing Reporting Needs

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Increasing demand for reporting and analytics

Quick Access to business-critical

information

Simple user experience

Benefits

BancPac360

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Comprehensive, web based reporting

application

Daily updates Intuitive designMultiple

reporting formats

Charts and Graphs

Launching BancPac360

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Homepage

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Report Builder

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Query Designer

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Sample Report

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Sample Reports - Tables

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Sample Reports - Graphs

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Management Reporting Suite

Benefits

Management Reporting Suite

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• Dashboard of predefined data

• Multiple sort and filter options

• Charts and graphs

• Export to excel

• Drill-down capabilities

Launch Management Reporting Suite

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Report Options

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Rendered Report

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Sample Graphs

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Drill-Down

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Current Planned Roadmap for Available Reports

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• New Customers

• Customer Birthdays

• Customers with Loan Relationships but no

Deposit Relationships

• Customers with Deposit Relationships but no

Loan Relationships

• New Deposit Accounts

• Closed Deposit Accounts

• Significant Balance Change

• Time Deposits Maturing

• Overdrawn Accounts

• Waived Account Analysis Fees

• Waived Cycle Service Charge Fees

• Customer and Deposit Reports

• Waived NSF/OD Fees

• Eligible for IRA Distribution 59 ½

• Total Deposits

Customer and Deposit Reports

Current Planned Roadmap for Available Reports

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• Total Loan Balances

• New Loans

• Closed Loans

• Loans Matured

• Loans Maturing

• Past Due Loans

• Late Charges Waived

• LTV with Collateral Info

• Payments on Loans in Nonaccrual or Charge off Status

• Safe Deposit Boxes Available

• Safe Deposit Boxes Opened

• Safe Deposit Boxes Past Due

• Safe Deposit Box Rent Waived

• ATM/EFT Cards Issued

• ACH Volume by SEC code

• ACH Returns by SEC Code

• ACH Origination Volumes

Loans and Other

COMING SOON….

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• Financial Reporting Suite

Thank YouJoselyn Strohm Joselyn.Strohm@fisglobal.com