iBank Business Intelligence Joshua Campbell Amanda Maldonado
Agenda Introductions iBank BI Overview How do I use it? How do I get it? Questions and Answers
Overview • • • • •
Interactive Dashboard Data visualization Answers at speed of thought Help make sense of travel data
Overview
Overview
Overview
Overview
Overview
Overview
Overview
Data Considerations
How do I use it?
How do I use it? Application Requirements
• • • • •
iBank 5 Back Office data 2 years of data Modern Internet browser iBank BI license
How do I get it? • What do you have to do? – Contact your CRM – Designate a User(s) for licensing
• What does Cornerstone do? – Setup and configuration of iBank BI file – Setup and configuration of iBank BI licenses
Questions and Answers Webinars: ciswired.com/products/ibank-bi-webinars