Financial Sector

DataPoint is the must-have tool for all financial institutions and organizations.
Incorporate real-time data including currency exchange rates, stock market tickers, mortgage rates, and more into any type of report you need.
Automate your client report preparation.
Create engaging welcome and waiting room displays.

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KPI Reporting

Use DataPoint to share real-time KPI data, including growth in revenue, net profit margin, gross profit margin, operational cash flow, current accounts receivables, inventory turnover, EBITDA.

Individualized Client Reporting

Create data connections and incorporate customer information with real-time data.
Automate your customer reporting process.

Real-Time Data

Incorporate real-time data into your presentations.
Include currency exchange rates, stock market tickers, mortgage rates and more.

Financial Reports

Use DataPoint to extract and consolidate financial data from multiple sources including Business Intelligence (BI) Systems, accounting programs, spreadsheets and other databases.

Featured Industries

Banks

Track revenue, expenses, operating profit and more.
Display real-time loan, mortgage and interest rates.

Financial Planning

Create data connections to your data sources for financial health reporting, profit analysis, budgeting and more.

Mortgage Brokers

Create customized client reports with live mortgage rate information.

Insurance

Using DataPoint, share KPIs in reports to track rates, referrals, customer satisfaction and retention rates.

Stock Brokers

Incorporate live stock ticker data into reports and presentations.

Accounting

Display KPI information for expenditures, dividends, accounts receivable, cash flow, and more.

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Start using DataPoint today to enhance your company’s reporting potential.
Enjoy a risk-free 15-day trial of DataPoint and explore all the features on your own.

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Posts

Read more in our articles and case studies about how customers use DataPoint in their financial workplaces. Find tips and tricks for incorporating DataPoint into your reports and presentations.

Live Crude Oil Price Dashboard in PowerPoint

In this video, we are going to show you how to create a live crude oil price dashboard in PowerPoint using our DataPoint add-on for PowerPoint. Click on the video below to see our process.Live Crude Oil Price from Web URL Our first attempt was to gather the...

PowerPoint Navigation for Client Presentations

PowerPoint navigation is an underutilized feature. You can use navigation to create interactive presentations, kiosk presentations, directories and much more. Let's explore how to use PowerPoint navigation to create a self-guided client presentations that your clients...

Queue Management System

Streamlining your waiting queues is important for the well-being of your customers. It brings tranquility to your waiting area and it takes away stress. Imagine that you have to ask something, or arrange something. You go to that business or that location. That can be...