Robust Risk Management
Optimal Decisions
Community Bank Manager (CBMAN) is a SaaS platform designed exclusively for community banks. Seamlessly integrating with core systems, CBM delivers operational efficiency with minimal implementation effort and no ongoing IT support—so your institution can stay focused on what matters most.
Automate Call and Regulatory Filing
The Complete
Banking Platform
Automate Call and Regulatory Filing
The Complete
Banking Platform
CBMAN Modules
CBALM
COMPREHENSIVE ALM PLATFORM WITH BOARD REPORTING
CBLIMIT
LIMIT MANAGEMENT SYSTEM
CECL EXPRESS
RIGOROUS CECL RESERVE COMPUTATION ACROSS ALL METHODS
CBINVEST
INVESTMENT ANALYSIS AND BOND ACCOUNTING
CBBUDGET
SCENARIO PLANNING AND BUDGETING PLATFORM
CBONE
ONE SOURCE DATA STORAGE AND RETRIEVAL
CBREG
AUTOMATED CALL REPORTS AND NCUA EXAMINER PACKAGES
CBPEER
PEER RATES AND PERFORMANCE ANALYSIS
CBCLIENT
CLIENT PROFITABILITY
CBOPS
OPERATIONAL RISK MANAGEMENT
CBRISK
UNIVERSAL RISK MANAGEMENT SYSTEM
Key Features
Everything your institution needs to manage risk, ensure compliance, and drive strategic decisions.
Minimal Implementation Effort
AI-enabled process with anomaly detection
Multiple Layers of Data Security
Out-of-the-box ALM functionalities and ALCO package
Visual analytics to understand performance and drive decision-making
Dynamic financial planning and budgeting
Proactive Credit Risk Management
Integrated Call Report Automation
Deposit and Loan Rate Scanner
Unlimited Scenario Analysis
Comprehensive and Rigorous Audit Support
Best-in-class Intuitive User Experience
SEAMLESS
- Fully integrated with any core system and general ledger.
- Full user control over scenarios and stress tests.
- One click data upload on daily, weekly, monthly, and quarterly frequency.
- Onboarding and loan pooling, Q-factors, and scenario definitions.
- Data from Fed, FRED and FFIEC built into solution.
OPTIMIZED
- Calculates universal set of predefined profitability, risk, credit performance, and risk parameters.
- Provides detailed breakdown at individual deposit, loan, member share, and investment security levels.
- Unlimited capability for pooling loans, deposits, and securities.
- Daily, weekly, monthly and quarterly uploads.
INTUITIVE
- Flexible three-dimensional dashboards with drill down capabilities.
- Built on Power BI to give intuitive and click through user experience.
- Out-of-the-box screens for effectiveness.
- Provides graphical and tabular breakdown.
- All data and inputs are readily accessible for full auditability.
Flow of Data & Information
A clearer stage-by-stage view of how core banking records become governed intelligence and executive dashboards.
Core System
Deposits, Loans & Investments
Secure Cloud
Encrypted data transfer
API Gateway
Secure handoff layer
CBMAN
Intelligence engine
Analytical Modules Activated by CBMAN
Group A
Group B
Database
Centralized data store
Power BI
Management & Board Reporting
Enterprise-Grade Architecture
Built on Microsoft Azure with industry-leading security, scalability, and performance for mission-critical banking operations.
Analysts → Azure AD B2C
ALM Analyst 1
Internet
ALM Analyst 2
Internet
Clients → Cloudflare
Client 1
Internet
Client n
Internet
Azure AD B2C
Identity & Auth
Internet
Cloudflare
DNS & Security
Azure Front Door
Global Entry Point
Azure Infrastructure
Azure Container Registry
Azure Kubernetes Service
Azure Data Storage
Power BI Service
Management
External Users
ALM Analyst 1
Internet
ALM Analyst 2
Internet
Client 1
Internet
Client n
Internet
Identity & Security Hub
Azure AD B2C
Identity & Auth
Internet
Cloudflare
DNS & Security
Azure Front Door
Global Entry Point
Azure Infrastructure
Azure Container Registry
Azure Kubernetes Service
Azure Data Storage
Power BI Service
Management & Governance
Onboarding in Ten Days
With No Community Bank Work Effort
Onboarding Timeframe
Getting Started
Onboarding Process
Send Data Format
CBMAN team sends the client the format of data required for onboarding.
Automated Data Upload
Data uploaded into secure portal.
Data Mapping
CBMAN team maps the client's data with system fields.
Data Mapping Coordination
CBMAN team coordinates with the client until all data points are mapped.
Power BI Installation
CBMAN team coordinates with the client to install the PowerBI desktop on the client's side.
How It Works
Automated Ongoing Data Upload
Clients upload data.
CBMAN processes current data and generates output results.
Client analyzes the information and tactical and strategic decisions.