Finagraph is a revolutionary new tool that changes the way banks and borrowers interact. By integrating with your accounting system, this powerful software analyzes the financial health of a business, displays that data in a visual dashboard, and pinpoints major trends and red flags. Finagraph turns hours of work into a single click, enabling you to quickly make informed decisions and take action in a business. Allowing bankers to be more efficient with your time, take less credit risk, increase profitability and dramatically improve customer satisfaction. Congruently, business owners use Finagraph to identify inefficiencies, find hidden cash and grow their business.
Finagraph allows bankers and business owners to have an informed conversation in a language both parties can understand. The Finagraph dashboard delivers powerful information with a click of a button on your tablet or smartphone, giving lenders instant credibility and directing borrowers down the path toward success.
The top complaint from business owners about their banker is that he or she does not understand their business. Finagraph eliminates this problem by providing bankers with key insights into the business, and allows bankers to once again be viewed as an important trusted advisor.
|Time to analyze and qualify borrowers||1 Month||2 Weeks||48 Hours||1 Minute|
|Ability of sales force to assess opportunities||Waits for clients to ask||Checks in at annual review||Approaches clients with campaign offerings||Brings interesting ideas to clients regularly|
|Average product per customer ratio||1-2||2-4||4-5||7-9|
|Trusted advisor status of sales force||Rarely||Passively||Frequently||Instantly|
|Method for gathering financials||Manual||Fax/Email||Online Document Portal||Full Electronic Gathering|