Banker Risk Management

This Banker Risk Management solution allows for bankers to have a single location to track risk accounts across their portfolio. The dashboard includes high-level KPIs like Total Balance and Deposits, but the key focus area of the dashboard is the At-Risk Accounts Workbench. Here, users are presented with at risk accounts determined by balance drops, and other elements.

The dashboard makes use of Sigma’s write-back functionality, allowing bankers to immediately explore the risk accounts directly in the dashboard before adjusting the account risk and status.

In this video, we dive into the risk account, the “James Household,” who had a massive $70k decrease in their balance over the past month. By exploring the account balances through Sigma pop-up modals, the banker discovers the household made a large mortgage payment. Immediately, the banker can adjust the risk category, provide a reason, and publish this directly to the data source—all within the Sigma dashboard.