Data & Analytics

Executive Dashboards

COCC’s premium executive dashboard solution is hosted, implemented, and supported directly by COCC. It is a comprehensive business intelligence solution that provides out-of-the-box executive reporting and dashboards. Financial institutions can create, copy and edit dashboards to meet their custom needs. Dashboards turn data into information covering deposits, loans, loan originations, branch activity, finance, key ratios, digital banking metrics, bill pay and more.

Our next-generation reporting system securely integrates data from multiple data sources including our core solution, Oracle Financials, and digital banking to quickly provide the information required to proactively manage the institution.

Report Writer as a Service

Utilizing COCC’s Report Writer as a Service solution, institutions define specific report requirements while engaging COCC to write the report. COCC resources will use the same tools and data sources to which the financial institution already has access.

With COCC’s Report Writer as a Service, financial institutions can leverage the skills and knowledge of a data analyst to work exclusively on their custom report writing needs. The analyst will leverage tools currently available to the institution to build customized reports to fit the institution’s unique needs. This saves institutions valuable time and money, while providing the information necessary to manage and grow business and support customers and members.


COCC’s fully automated profitability analysis solution is ideal for institutions that prefer to avoid hiring a profit analyst or otherwise invest in providing ongoing are and feeding to a more complex profitability system.

With COCC’s profitability analysis solution, data is automatically fed from COCC’s core banking platform, and general ledger and passed through the profitability engine. Industry average cost allocations and funds transfer pricing values are used to derive account, customer, product, household and branch profitability. Account level profit contribution values can be made visible in the core and executive dashboards for custom reporting and analysis.

Marketing Analytics

COCC’s Marketing Analytics solution utilizes Key Lifestyle Indicators (KLIs) to activate customer data to deliver personalized experiences. The analytics engine uses detailed demographic, product and transaction data to individually model the changing lifestyle of each customer while attributing a series of KLIs.

With Marketing Analytics, your institution can leverage your data to deliver a truly targeted customer experience.

  • Drive the highest levels of cross-sell, new customer acquisition and client engagement while maximizing marketing efficiency
  • Measure effectiveness of campaigns to maximize ROI
  • Securely activate all of your data