Bank executives
Performance and KPIs at a glance.
BFSI Analytics Dashboard Software
BFSI Analytics Dashboard Software for Banking & Insurance
Turn banking, financial-services, and insurance data into decisions: performance monitoring, customer and risk analytics, fraud and loan analytics, and regulatory dashboards, with predictive analytics and real-time KPI monitoring.
Banking KPIsRisk & Fraud AnalyticsRegulatory ReportingPredictive Analytics
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What BFSI analytics dashboard software does
Banks, financial-services firms, and insurers sit on vast data spread across core systems, CRM, and warehouses that rarely turns into timely decisions. BFSI analytics dashboard software unifies it into live dashboards (financial performance, customer behavior, loan portfolios, credit risk, and fraud) so leaders see what's happening and why in real time.
With compliance and regulatory reporting, customer segmentation, insurance and policy analytics, and predictive analytics with AI anomaly detection, it turns BFSI data into executive insight and action, integrated with core banking, CRM, ERP, data warehouses, and BI tools.
What it is
BFSI data, turned into insight
A BFSI analytics platform aggregates banking, financial-services, and insurance data into dashboards for performance, customer, risk, fraud, loan, and regulatory analytics.
Connected to core banking, CRM, ERP, and data warehouses, it gives BFSI leaders real-time, predictive insight with executive dashboards.
What we build into your BFSI analytics platform
Each capability turns siloed BFSI data into a real-time, decision-ready view.
Financial Performance Monitoring
Banking analytics and financial performance dashboards.
Customer Analytics & Segmentation
Customer behavior analytics and segmentation.
Loan Portfolio Analytics
Loan portfolio and lending analytics.
Credit Risk Dashboards
Credit risk dashboards and monitoring.
Fraud Detection Analytics
Fraud analytics with AI anomaly detection.
Regulatory Reporting
Compliance and regulatory reporting dashboards.
Insurance & Policy Analytics
Insurance claims and policy performance analytics.
Predictive Financial Analytics
Predictive analytics on revenue, risk, and profitability.
Real-Time KPIs & Integration
Real-time KPI monitoring with core banking, CRM, and data-warehouse integration.
Where it runs
Who uses BFSI analytics dashboard software
Banks, financial-services firms, and insurers turning data into decisions.
Risk & credit teams
Credit risk and loan portfolio analytics.
Fraud teams
Fraud analytics and anomaly detection.
Insurance
Claims and policy performance analytics.
Compliance
Regulatory reporting dashboards.
Customer & marketing
Customer behavior and segmentation.
Why it matters
Decisions from live BFSI data
- Unify banking, financial, and insurance data
- Monitor performance and KPIs in real time
- See credit risk and loan portfolios clearly
- Detect fraud with analytics and AI
- Report compliance from live data
- Predict revenue, risk, and profitability
Data locked in silos is unused
BFSI firms have the data but not the view: it sits in core systems and warehouses. Analytics dashboards turn it into real-time decisions.
Unified
Banking, finance, and insurance data
Real-time
KPI and performance monitoring
Predictive
Risk, fraud, and revenue
Domain & connectivity
Built for BFSI intelligence
Banking KPIsRisk / CreditFraudRegulatoryPredictiveCore Banking / BI
Banking analytics
Which banking metrics need one governed definition?
Banking analytics needs one governed definition for every metric leadership reviews and a regulatory report also shows. Net interest margin, efficiency ratio, deposit mix, liquidity coverage ratio and delinquency rate each get a formula owner, a source system and the report they must reconcile to.
| Metric | Formula owner | Source system | Must reconcile to |
|---|---|---|---|
| Net interest margin | Finance, with Treasury | Core banking and general ledger | Interest income and expense in Call Report Schedule RI, Income Statement |
| Efficiency ratio | Finance | General ledger | Noninterest expense and revenue in Call Report Schedule RI |
| Deposit mix | Treasury | Core banking deposit system | Call Report Schedule RC-E, Deposit Liabilities |
| Liquidity coverage ratio | Treasury | Liquidity and treasury system, plus the general ledger | The bank's LCR calculation under its liquidity rule, such as 12 CFR Part 249 for Board-regulated banks |
| Delinquency rate | Credit risk | Loan servicing system | Call Report Schedule RC-N, Past Due and Nonaccrual Loans, Leases, and Other Assets |
Formula owners here are a starting point; your finance, treasury and risk committees confirm them. Only banks covered by a liquidity coverage ratio rule calculate that metric.
Facts and sources
Which reports do banking metrics reconcile to?
Short facts behind the reconciliation column, each linked to its primary source.
Every insured depository institution must file Consolidated Reports of Condition and Income, the Call Report, on Form FFIEC 031, 041 or 051.
Source: 12 CFR 304.3(a) (eCFR)The Call Report instructions include Schedule RI (Income Statement), Schedule RC-E (Deposit Liabilities) and Schedule RC-N (Past Due and Nonaccrual Loans, Leases, and Other Assets).
Source: FFIEC 031 and 041 Call Report instructions (FDIC)A Board-regulated institution covered by the liquidity coverage ratio rule must calculate and maintain a liquidity coverage ratio of at least 1.0.
Source: 12 CFR 249.10(a) (eCFR)
Frequently Asked Questions
It spans banking, financial services, and insurance (performance, customer, credit risk, loan portfolio, fraud, and policy/claims analytics) with regulatory reporting, so one platform serves the breadth of a BFSI organization.
Yes. It produces compliance and regulatory reporting dashboards from live data, so required reporting is a byproduct of the analytics rather than a separate manual exercise.
Yes. Fraud analytics with AI-powered anomaly detection surface suspicious patterns across transactions and behavior, complementing dedicated fraud systems with portfolio-level insight.
We integrate core banking systems, CRM, ERP, data warehouses, payment platforms, and BI tools so analytics draw on the full data estate. We scope integrations during discovery.
Yes. It reads from warehouses and lakehouses such as Snowflake, Databricks, BigQuery, or Redshift, and can either provide its own dashboards or feed a semantic layer that Power BI, Tableau, or Looker sit on. The aim is one governed source of truth for BFSI metrics rather than each team computing KPIs their own way.
Data can be streamed in near-real-time for operational dashboards or refreshed on a batch schedule where the source only updates periodically - we match the cadence to each feed. Access is governed with role-based and row-level security, so a branch manager, a risk officer, and an executive each see the slice of data appropriate to them from the same platform.
Without one, finance, treasury and each business line calculate the same metric their own way, and board figures stop matching the Call Report. A single definition with a named owner and a reconciliation check lets every dashboard number be tied back to the regulatory figure.
Ready to turn BFSI data into decisions?
Tell us about your data, KPIs, and systems. We'll return a plan for a BFSI analytics platform with performance, risk, fraud, and regulatory dashboards.
contact@agnotic.com
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