In the banking environment, decision-making requires precision, speed, and absolute trust in data. However, many banks still rely on manually consolidated reports from multiple sources: core banking systems, accounting platforms, loan portfolios, treasury systems, and digital channels.
The result is fragmentation. Key financial indicators — net interest margin, non-performing loans, provisions, liquidity, product-level profitability, and operational efficiency — may vary depending on the department generating them. Senior management ends up spending time reconciling numbers instead of analyzing risks and opportunities.
Rootlenses Insight transforms this dynamic by connecting directly to the bank’s databases and understanding their structure without requiring complex technical queries.
Through an AI-powered chat interface, executives can ask in natural language:
- “What is the delinquency rate by segment this month vs. last month?”
- “Show me the quarterly ROE trend.”
- “Compare deposit growth by channel over the last 6 months.”
The system interprets the financial context, integrates the necessary data sources, and automatically generates tables, charts, and executive-ready reports for analysis or presentation.
Information shifts from being static to interactive. Executive meetings stop focusing on validating numbers and instead concentrate on strategic decisions based on consistent, up-to-date data.
Problems it solves
In many financial institutions, generating executive KPIs depends on multiple teams: finance, risk, BI, and IT. This creates long cycles of preparation, validation, and last-minute adjustments.
Additionally, the lack of a single trusted source of truth creates discrepancies across departments, undermining internal confidence and slowing responses to regulatory changes or fluctuations in critical indicators such as liquidity or non-performing loans.
Limited visibility restricts the ability to anticipate financial risks and make timely decisions.
Key benefits
Rootlenses Insight provides immediate and autonomous access to core financial and executive KPIs.
Leaders can explore information without relying on technical queries, with metrics aligned to a single source of truth. Automated visualizations enable rapid understanding of the bank’s performance and help detect deviations or emerging trends earlier.
Data transparency strengthens internal governance and improves coordination between finance, commercial, and risk teams.
Savings and efficiency
Automating financial indicator generation can reduce by up to 60–75% the time spent consolidating and validating executive reports.
It minimizes rework, manual reconciliations, and last-minute adjustments before strategic meetings. By working with real-time, up-to-date information, the bank also reduces the risks associated with decisions based on outdated data, improving operational efficiency and overall financial resilience.
