Business Intelligence & Online Reporting Tools
CSB is the smart choice for outsourcing because our clients have access to their data, when and how they want it from a secure, internet-based portal. Our Business Intelligence platform goes far beyond individual account note access (of course, that’s included as well)!
Advanced Business Intelligence (BI) Platform
CSB’s proprietary Business Intelligence platform gives you the power to analyze your outsourcing data like no other company can offer. Our custom developed data warehouse was built with your needs in mind. Our dedicated development team can also customize client specific reporting requests.
Dashboards on Your Customizable Homepage
Your personal homepage provides a quick review of what’s happening with your accounts, today, this month and over the past several months. You have the ability to hide certain panels or move them around to suit your needs.
Live Reporting
CSB’s Business Intelligence platform takes the “Month End” out of reporting. Our clients enjoy up-to-date information presented in compelling charts and reports, which can be exported in Microsoft Excel or Adobe PDF formats. Simply log in and take a look at current performance data anytime you choose.
Exporting Capabilities
Your reports can be exported into Microsoft Excel or Adobe PDF for off line analysis or presentation. With CSB’s Client Portal, you’re in the driver’s seat when you need to access your data!