5 Ways to Optimize Data and Reporting for Budgeting and Planning


Webinar with Syntellis on the five ways banks and credit unions can optimize data and reporting for financial budgeting and planning

On-Demand Webinar

With budget season just around the corner, finance leaders should act now to improve their budgeting and reporting processes. To streamline planning ― and provide valuable insights that can drive vital business decisions for your financial institution in an uncertain environment ― you’ll need to access and report on key data in a timely manner.

Join Jim Marous of The Financial Brand and Heather Hinchley of Syntellis Performance Solutions for valuable tips and recommendations around:

– Data import processes and frequency
– Ensuring data accuracy
– Data sources and permissions-based access
– Streamlining the reporting process
– Best practice reporting

Key Takeaways:

  • Ensure the right data at the right time
  • Create good, repeatable processes around data hygiene and validation
  • Develop security guardrails through built-in processes
  • Streamline the mechanics, allowing more time for value-added analysis

Watch now by filling out the form on the right.

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