From FFIEC to Board Pack

From data to decision
in 90 minutes.

Three steps. Twenty-four dashboards. One iPad. Click through the tabs below to see exactly how RFX takes your bank’s call report data and turns it into board-ready intelligence — with the exact stakeholders who benefit at every step.

The 3-Step Workflow

Three steps. Real outcomes.

Each step has a time estimate, a real deliverable, and a stakeholder map showing exactly who benefits internally and which regulators care.

01
Step One
Import
02
Step Two
Analyze
03
Step Three
Decide

Import your FFIEC data in 15 minutes.

⏱ 15 minutes Effort: One-time setup

RFX ingests FFIEC 031, 041, and 051 call report data directly — the same data your regulator already has. No middleware, no vendor APIs, no consulting engagement.

  • 3-thread parallel ingestion of 1,200+ FFIEC line items
  • Automatic peer cohort assembly (15 banks built-in)
  • 5 years of quarterly history backfilled (Jan 2021 forward)
  • Validation against published call report totals
  • Demo Mode unlocks instantly with synthetic GSIB data
Executive Summary loaded after import
Executive Summary loads automatically once import completes
Who Cares & Why ⚙
Internal Stakeholders
  • CFO — Owns the analytical stack; needs fast onboarding
  • IT Procurement — Apple App Store = no vendor risk review
  • External Auditors — FFIEC source data is defensible
External Relevance
  • OCC/FDIC examiners use the same FFIEC data
  • State banking departments reference call reports
  • SEC filings draw from FFIEC schedules

Analyze in plain English.

⏱ 60 minutes Effort: Active exploration

24 dashboards. 1,200+ data points. RabidFox AI explains every number in plain English. Drill into anything — every metric traces back to its FFIEC source line item with full audit trail.

  • Run DFAST/CCAR stress scenarios in under 5 seconds
  • Compare against 15 peer banks side-by-side
  • Ask RabidFox AI: “Why is our NIM trailing peers?”
  • Time Travel through 5 years of quarterly history
  • 3-level drill: dashboard → chart → source FFIEC line
RabidFox AI answering a banking question
RabidFox AI delivers answers with the math behind them
Who Cares & Why ☀
Internal Stakeholders
  • CRO — Continuous stress testing + credit drill-downs
  • Treasurer/ALCO — ALM, NIM, IRR sensitivity
  • IR Lead — Peer Lens + analyst Q&A prep
  • FP&A — KPI Builder + custom analytics
External Relevance
  • Fed stress testing (FR Y-14) framework-aligned
  • Basel III capital adequacy methodology
  • SR 11-7 explainable model risk management
  • SEC analysts review peer-relative metrics

Decide. Then ship.

⏱ 15 minutes Effort: One-tap export

Tap “Generate Board PDF.” The RabidFox Drill Method assembles a 4-page narrative: headline metrics, peer context, anomalies flagged, recommended discussion points. Defensible, polished, and yours to ship.

  • 4-page board-ready PDF in 60 seconds
  • Pure jsPDF generation — no cloud round-trip
  • RabidFox Drill Method narrative structure
  • Branded with your bank’s name and date
  • Audit-trail metadata embedded in PDF properties
Board-ready PDF output
4-page board pack assembled and ready to send
Who Cares & Why ▲
Internal Stakeholders
  • Board of Directors — The audience for the PDF
  • Corporate Secretary — Board pack assembly owner
  • CEO/Board Chair — Receives polished materials
  • Investor Relations — Adapts content for earnings
External Relevance
  • Fed/OCC examiners review board materials
  • External auditors use board minutes
  • SEC reviewers for public-bank governance
  • PE/HF diligence values structured materials
The Outcome

Ninety minutes. Real impact.

What you actually get when you complete the workflow — measured in time saved, decisions made, and risk avoided.

⏱
90min
From Data to Decision
End-to-end workflow from FFIEC import to board-ready PDF in one focused session.
▤
24
Production Dashboards
Executive, Risk, Capital, Markets, AI, and Governance — covering every bank workflow.
⚙
40h
Analyst Hours Saved
Per board cycle, vs. building the same view in Excel or PowerPoint manually.
▲
12
Stakeholders Served
6 internal roles + 6 external groups — one platform, twelve workflows.
Before & After

The old way. The RFX way.

Most banks still assemble board materials the way they did in 2015. The shift to RFX is the kind of efficiency gain a CFO can quantify on day one.

Without RFX

The traditional board cycle

  • Analysts pull FFIEC data into Excel manually
  • Multiple tools: Bloomberg + SAS + Excel + PowerPoint
  • Charts copy-pasted into board deck, often outdated
  • Peer comparison requires a $25K Bloomberg add-on
  • Stress scenarios outsourced to consultants ($15K each)
  • No drill-down: numbers in deck don’t link to source
  • 40+ analyst hours per cycle
Total time: 3–4 weeks · Total cost: $4K–$8K per cycle
With RFX

The modern executive workflow

  • FFIEC data ingested directly, validated automatically
  • One iPad app replaces Bloomberg + SAS + Excel
  • Charts always live, always traceable to source
  • 15-bank peer cohort built-in, no add-on fees
  • DFAST/CCAR scenarios run in under 5 seconds
  • 3-level drill: dashboard → chart → FFIEC line item
  • Under 2 hours per cycle
Total time: 90 minutes · Cost: Demo free / Pro license

Skip the 3-week board cycle. Start today.

Demo Mode unlocks 18 of 24 dashboards immediately with synthetic data. Pro keys via sales@ for your own bank’s data.

Download on the App Store See all 24 dashboards  →