Banking Performance Dashboard
Account Activity and Deposit Trends
Account Activity
August 2024 - January 2025Deposit Trends
August 2024 - January 2025Checking Accounts
$132M
↑ 3-5% from Dec
Savings Accounts
$205M
↑ 3-5% from Dec
Money Market Accounts
$85M
↓ 19% from Dec
Certificates of Deposit
$88M
↑ 3-5% from Dec
Recent Alerts
August 2024 - January 2025Money Market Account Closures Increased
1/28/2025Money Market Account closures increased by 150% in January 2025 compared to December 2024.
Account ActivityView Details
New Customer Retention Strategies Identified
1/27/2025Identified gap in agent knowledge. Augmentation recommended based on new customer insights.
Agent KnowledgeView Details
Certificate of Deposit Growth
1/25/2025Certificate of Deposit openings increased by 15% in January 2025.
Account ActivityView Details
High-Yield Savings Deposits Surge
1/20/2025High-Yield Savings account deposits increased by 12% in January 2025.
Deposit TrendView Details
Student Checking Account Openings
1/15/2025Student Checking account openings increased by 37% in January 2025 compared to December 2024.
Account ActivityView Details
Premium Checking Account Deposits
1/10/2025Premium Checking account deposits decreased by 5% in January 2025.
Deposit TrendView Details