Turn Your Data Into Actionable Information.

Today's hyper-competitive financial services marketplace presents growing challenges to banks. Slower growth in accounts has placed constraints on industry expansion. For the past years, growth in real new deposits has been flat. While a greater reliance on fee income has helped the overall financial picture for credit unions, this reliance has also meant greater competition with other types of financial institutions while facing the on-going requirements to:

  • Identify and execute on Growth Opportunities 
  • Early detection of potential charge offs
  • Manage and monitor portfolio risk
  • Manage and monitor compliance
  • Optimize cash management 

The good news is that banks are rich in data which is spread across the many systems that are used in its daily operations.

OnApproach helps banks by providing a cost effective means of turning their data into valuable, actionable, information that can be easily and intuitively accessed to increase growth, improve productivity, optimize cash management and reduce risk.


OnApproach Customer 360TM
The solution integrates data from the various applications that are used by the Banks (eg: Core, Origination, Servicing, CRM, Phone, Credit Bureau etc.) into a single console that can be accessed from the user desktop. The data from all of the source systems is processed and then served-up to reports, dashboards and analytics to enable the Bank staff to look at trends over time, “click” down into the details, run period over period comparisons, etc. All this is available without the need to run queries or to dump data into a spreadsheet.

The net result for banks are the benefits outlined below:

  • Increase loans with existing customers
  • Increase marketing campaign yield
  • Reduce Net Charge Offs and ALLLs
  • Automate compliance monitoring
  • Optimize cash management
  • Increase employee productivity

These words alone cannot describe the full power of OnApproach Customer 360TM, please contact us to arrange a demo.


Harnessing the Power of Data

Key Elements:


  • Information Availability
  • Information Is The Key Component To Compliance
  • Customer Profitability
  • Risk Management
  • Organizational Performance