WordCom is Transforming your MCIF Dashboard

Financial institutions often have access to an abundance of information about their customers and their behavior. But most of the time, this data is buried in a core system or housed in a Marketing Customer Information File (MCIF) that displays the information through a clunky interface—making it difficult to analyze properly. And if you can’t analyze your data or gather insights from it, you definitely can’t make it actionable.

Don’t let this be the story of your financial institution.

WordCom’s DashboardIQ is a simple but dynamic reporting tool that allows you to understand and analyze your data. Key metrics are brought to the forefront, and insights are prominently displayed so that you can use this information to grow your business.

Through the interactive MCIF dashboard, you can clearly see a snapshot of the number of accounts and balances for:

• Monthly product and/or service openings
• Checking
• Savings
• Money Market
• CDs
• Mortgage Loans
• Equity Loans
• Auto Loans
• Credit Cards

Our system can take these metrics and compare them based on customizable time periods like month-to-month, quarter-by-quarter, or even year-over-year. You can compare the number of accounts, average balances, and openings over time.

This information is great for reports, so you can see the fluctuations over time and compare them with your marketing plans to see what’s working. Our program also offers projections toward annual goals so that you know where you stand and what changes might need to be made to stay on track.

WordCom’s DashboardIQ provides you with a wealth of data that you can easily understand and utilize to make more informed marketing decisions. To learn more about getting started with our DashboardIQ, reach out to our team directly here.