Banking

Bold BI unifies banking data into interactive dashboards, giving financial institutions clear visibility into performance, risk, and operations.

Loan Performance dashboard showing loan approval trends, repayment status, and default metrics.

Loan Performance Dashboard

Analyze loan portfolio performance, repayment trends, delinquency, and credit risk.
Portfolio Risk Management dashboard displaying asset allocation, risk exposure, and performance charts.

Portfolio Risk Management Dashboard

Analyze portfolio risk exposure and trends to Strengthen risk oversight and decision-making.

Why Banking Organizations Choose Bold BI

Banking data complexity increases with multiple products, regions, and regulatory requirements. Disconnected reporting slows analysis and limits visibility across the organization.

Bold BI enables banks to:

  • Unify financial and operational data: Combine metrics from retail, commercial, lending, and finance systems into one analytics layer.
  • Improve executive-level visibility: Deliver a holistic view of performance across departments, branches, and product lines.
  • Strengthen performance and accountability: Standardize KPIs across teams to ensure consistent measurement and transparency.
  • Support informed financial and risk decisions: Use historical and comparative insights to guide capital allocation, lending, and portfolio strategies.
  • Scale analytics securely across the organization: Apply one BI platform across branches, regions, and business units with controlled access.

What You’ll Track

  1. Financial performance metrics: Analyze revenue, expenses, margins, and profitability across banking divisions.
  2. Loan & portfolio performance: Track loan growth, exposure, repayment trends, and portfolio composition.
  3. Customer & account activity: Understand account growth, usage patterns, and customer engagement trends.
  4. Branch, region & product insights: Compare performance across locations, business units, and banking products.

All dashboards are fully customizable, allowing you to add KPIs or metrics as needed.

Bold BI for Banking – Common Metrics

With fully customizable banking dashboards, institutions can analyze:

  • Revenue, profitability, and growth trends.
  • Loan portfolio performance and exposure.
  • Deposit, account, and customer activity metrics.
  • Credit, risk, and delinquency indicators.
  • Branch-wise and region-wise performance.
  • Historical and period-over-period comparisons.

Dashboards can be tailored by role while keeping financial metrics consistent across teams.

How It Works

  • Connect data from core banking systems, lending platforms, CRM, ERP, Excel, SQL databases or Web APIs.
  • Use pre-built banking dashboards or design custom analytics views.
  • Combine financial, operational, and customer data into unified models.
  • Share dashboards securely across teams and leadership.
  • Configure alerts and thresholds for key performance indicators.
Trusted & recognized

Analytics that wins awards and users.

Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.

RECOGNITION

Users Love Us

Visual Studio Reader's Choice - 2025

Leader - Fall 2025

High Performer - Fall 2025 EMEA

Regional Leader - Fall 2025 AMERICAS

TrustRadius Tech Cares

Capterra - 4.9/5

G2- 4.3/5

GetApp - 4.9/5

Software Advice - 4.4/5

Frequently Asked Questions

Yes. Bold BI's embedding feature supports retail banking, commercial banking, lending, and finance analytics.
Yes. Dashboards can be tailored for executives, finance teams, operations, or branch-level views.
Yes. Automated dashboards significantly reduce reliance on spreadsheets and static reports.
Yes. Period comparisons and trend analysis support long-term financial planning.
Yes. Dashboards support organization-wide views with drilldowns by branch or region.
Yes. Flexible deployment options support on-premises, private cloud, or cloud environments based on compliance needs.
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