Finance
Maximize Your Financial Business Operating Performance
Financial services organizations in the banking, insurance and investment markets continually need to get the most out of their business operating systems to stay ahead of the cost curve in this competitive industry.
Surpassing the competition, reducing rising labor costs, and turning large volumes of data into actionable team member performance action steps are all key strategic considerations that leadership and team members must manage day to day.
TruOI’s Operational Intelligence Platform goes beyond business intelligence — it’s an umbrella application that integrates all your operations data, software systems, training, and forms and documents from all of your locations and divisions under one single integrated system.
Give your management and staff the real-time operational success system they need to streamline workflow, improve performance, and increase ROI companywide.
Our Operational Intelligence platform works on wall displays, tablets, and smartphones and requires no additional programming.
Gain Decision-Making Insights, Automate Processes, and Improve Performance
Through TruOI, financial industry companies can integrate and manage all corporate and location technology, customer forms, knowledge bases, and compliance requirements (from any system) on a single platform with user-level access permissions and single sign-on.
With insightful dashboards and performance-driven speedometers pulling data from all systems, you are able to visualize and manage an organization’s performance — from multiple locations — to correlate metrics and uncover areas needing performance adjustment.
Not only are you able to see how your organization is performing, but the platform also initiates automated business instruction based on timing or pre-programmed performance limits to keep the operation focused on company and team members success.
TruOI even connects directly to your corporate training systems to deliver automated, up-to-date feedback, training, success instruction, and team member guidance based on timed objectives, KPI's, or operational goals — all on one platform alongside a full audit trail.
One Platform. One Sign-On. One Price.
Don't Take Our Word for It
WHAT OUR CLIENTS ARE SAYING
One Platform - One Price
The TruOI Operational Intelligence system is an easy to use and easy to deploy, no
programming skills required, operational success platform that operates with teams of
any size — whether you have a crew of five or 50,000.