Financial Services
Take Control of Financial Performance with Smart Dashboards
Move beyond fragmented reports and manual spreadsheets. Our financial analytics dashboards bring clarity to your cash flow, risk, revenue, and operational metrics.
Dashboard wireframe created using mokkup.ai
Forward Looking Brands Choose GrowthBi
The Problem
Financial institutions operate in a data-intensive environment, but decision-makers are often buried under static reports, outdated spreadsheets, and disconnected systems. Without real-time financial visibility, teams face delayed insights, regulatory risks, and missed growth opportunities. In a market where timing and precision matter, poor data integration slows down strategy and hinders profitability.
Who is it for?
Target Audience
CFOs & Finance Executives
Monitor cash flow, profitability, compliance metrics, and growth indicators in real time.
Risk & Compliance Teams
Track exposure, regulatory benchmarks, and risk trends through unified dashboards.
Investment Analysts
Gain visibility into portfolio performance, asset allocation, and market shifts.
Operations Leaders
Use cost-efficiency metrics to manage departmental performance and service delivery.
Product Managers
Analyze profitability by financial product, customer usage trends, and retention behavior.
Client Relationship Managers
Track client value, transaction patterns, and engagement metrics to tailor services.
Get Complete Financial Services Dashboard
01
Fixed Deposit Analysis
Target Audience: Retail Banking Managers, Product Heads, Customer Relationship Executives, Finance Analysts
Key Metrics:This dashboard provides a real-time overview of fixed deposit performance, segmented by customer profiles and risk categories:
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Active Customers: Total number of customers with open fixed deposit accounts.
Maximum Score: Highest customer score indicating strong credit or deposit reliability.
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Special Rate Customers: Number of clients granted custom or promotional interest rates.
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Minimum Score: Lowest customer score, highlighting segments with potential risk.
Dashboard wireframe created using mokkup.ai
02
Financial Ratios Report
Target Audience: CFOs, Treasury Managers, Financial Controllers, Internal Auditors
Key Metrics:This dashboard consolidates key liquidity and solvency ratios essential for monitoring financial health and operational sustainability:
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Cash Ratio: Measures ability to cover short-term liabilities with cash on hand.
Current Ratio: Indicates the firm’s capability to meet short-term obligations with current assets.
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Quick Ratio: A stricter liquidity ratio excluding inventory from assets.
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Absolute Liquidity Ratio: Reflects highly liquid asset coverage without relying on receivables.
Dashboard wireframe created using mokkup.ai
03
Credit Churn Analytics
Target Audience: Credit Risk Officers, Portfolio Managers, CRM Teams, Data Analysts
Key Metrics:This dashboard monitors churn in credit product users and identify high-risk segments:
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Total Customers: Number of credit users under active monitoring.
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Minimum Score: Lowest score within the customer base, flagging high-risk churn candidates.
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Maximum Score: Highest score, indicating financially strong and loyal customers.
Dashboard wireframe created using mokkup.ai
04
Investment Analysis Dashboard
Target Audience: Investment Advisors, Wealth Managers, Portfolio Heads, Financial Planners
Key Metrics: This dashboard provides performance insights on client investment products and overall ROI:
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Total Maturity Amount: Cumulative expected return at the end of investment terms.
Total Principal Amount: Aggregate initial capital invested across all products.
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Average ROI: Weighted average return across schemes and investment types.
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Number of Schemes: Active investment options available and in circulation.
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Investment Surplus: Gap between expected returns and actual realized amounts.
Dashboard wireframe created using mokkup.ai
05
Audit Dashboard
Target Audience: Internal Audit Teams, Compliance Officers, Risk Managers, CFOs
Key Metrics:This dashboard tracks audit progress and identify areas that require immediate follow-up using this centralized compliance dashboard:
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Total Audits: Overall audits initiated during a specified time frame.
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Audits Pending: Audits yet to begin or awaiting initial review.
Audits in Progress: Audits currently under review.
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Audits Completed: Audits finalized with outcomes recorded.
Dashboard wireframe created using mokkup.ai
Dashboard Features
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Real-Time Financial Health Monitoring
Cash flow, revenue, cost, and net profit metrics updated continuously.
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Performance Benchmarking
Compare branch, product line, or advisor performance against internal goals.
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Regulatory Compliance Views
Dashboards mapped to industry reporting standards and audit-ready KPIs.
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Custom Role-Based Access
Each user sees only what matters to them from exec overviews to analyst detail.
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Risk Exposure Drilldowns
Interactive visuals showing financial risk levels by region, asset type, or portfolio.
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Forecasting & Projections
Visual models for budget planning, revenue forecasting, and investment performance.
How We Deliver for Financial Services
At GrowthBI, we offer a straightforward process to help you take control of your financial services data and turn it into a powerful tool for growth:
Here's how it works:
We Create a MockUp Dashboard
Within 1–2 business days, we send you a dashboard layout based on your goals. You see your KPIs before any data work begins.
01
We Build Your Data Infrastracture
We build clean data models, and ensure secure and compliant integration. Then we build data models to unify your project, financial, and logistics data in one source.
02
We Create Dashboard With Drill Down Functionality
You receive intuitive, real-time dashboards with drill-down views so you can monitor construction progress, review warehouse performance, and make timely, cost-effective decisions.
03
IN PARTNERSHIP WITH
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Why GrowthBI is considered among one of the top data analytics companies in Australia?GrowthBI is one of the leading data analytics companies in Australia. We have helped senior leadership teams prepare insightful dashboards, showcasing our ability to support high-level strategic decision-making. We provide complete analytics solution to fast growing mid size bsuiness.
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What services does GrowthBI provide?GrowthBI offers a comprehensive suite of data analytics services designed to empower businesses with actionable insights and drive growth. Our key services include: 1. Customized Dashboard Development 2. Create data products for data monetization 3. Data Integration 4. Ongoing Support and Consultation
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What industries do you specialize in?GrowthBI specializes in working with industries that are undergoing rapid growth and digital transformation. Our primary areas of expertise include SaaS, Financial Services, Healthcare, Real Estate, Education, Retail, Agriculture and Manufacturing. We understand the unique challenges these sectors face and leverage our experience to provide analytics solutions that drive growth.
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Can GrowthBI help integrate my existing data tools and systems?We specialize in integrating a wide range of existing tools and systems to create seamless data workflows. Using Fivetran’s 500+ data connectors, we integrate popular platforms across various domains, including: Marketing Systems: Facebook, Google, TikTok, LinkedIn. CRM Platforms: HubSpot, Salesforce. Payment Systems: Stripe. Accounting Software: Xero, Netsuite. eCommerce Systems: Shopify, and more. For less common systems, such as YouTRAC or Insightful.io, we build custom data connectors using REST API to ensure every system is covered. With our expertise, you can unify your data and unlock powerful insights to drive smarter decisions.
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Does GrowthBI offer ongoing support and consultation after project completion?Yes, we provide ongoing support and consultation even after the initial implementation. We offer flexible options such as retainers or ad-hoc support to ensure that your team can continue leveraging the full potential of your analytics solutions. Whether it's answering questions, adjusting dashboards, or advising on new business insights, we're here to help you make the most of your data.
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Does GrowthBI offer training on how to use analytics dashboards?Yes, we offer comprehensive training to help your team get the most out of your new analytics dashboards. This can include one-on-one training sessions, group workshops, or detailed documentation, depending on what suits your team best. Our goal is to empower your team to use data independently and make confident, data-driven decisions.
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How do I start the engagement with GrowthBI?Getting started is simple. Just reach out to us through our contact form, email, or give us a call. We’ll schedule an initial consultation to understand your needs. From there, we’ll draft a proposal detailing our recommended approach, timeline, and pricing, ensuring that it aligns with your goals before we begin our partnership.