Deposit Balances/Rate Trends

Basic description

This report presents four charts showing for the current month:-

 Average new deposit size vs. the number of new deposits
 Average total deposit size vs. the number of total deposits
 Total amount of new deposits vs. their weighted average rate
 Total deposits vs. their weighted average rate

Uses

Use this report to determine:-

Which products are performing well or badly? In which regions or branches?
Which products are decreasing/increasing their weighted average rate?
How is the average loan size changing for specific products, groups or products, branches and                   regions?     
How do the various factors interact? For example, has a higher average rate resulted in an increase in       volume? Does an increase in average deposit size correlate with a reduction in the number of new             deposits?

Options

You can select:-

  A single branch, group of branches (e.g. region), or the whole institution
  A product, group of products (up to two levels of grouping) or the whole portfolio
  Whether or not to limit the report to interest-bearing products