Cherry Tree advises Deluxe Corporation on its acquisition of Banker’s Dashboard

Deluxe Corporation, based in Shoreview, MN acquired Atlanta, Georgia-based Banker’s Dashboard, a software-as-a-service company that provides banks with daily, on-demand access to their total financial picture.

“The acquisition of Banker’s Dashboard reflects a core Deluxe growth strategy — to offer industry-leading programs in customer acquisition, regulatory compliance, profitability as well as checks,” said Tom Morefield, President of Financial Services for Deluxe. “Banker’s Dashboard is the kind of tool that our customers have been looking for.”

Key capabilities of Banker’s Dashboard include financial reporting and analysis, margin management, board reporting, budgeting and forecasting, asset liability management, loan pricing and branch performance ranking.

“Deluxe has decades of experience providing trusted products and services to community banks and credit unions of all sizes, making the company an ideal match for Banker’s Dashboard,” says Chris Bledsoe, CEO and co-founder of Bankers Dashboard. “We are excited about becoming part of the Deluxe family and helping their customers manage net interest margins more effectively in an environment where every basis point is critical.”

About Deluxe Corporation
Deluxe Corporation, through our industry-leading businesses and brands, helps small businesses and financial institutions better operate, protect and grow their businesses. The Company uses direct marketing, a North American sales force, financial institution referrals, independent distributors and the internet to provide a wide range of customized products and services: personalized printed items (checks, forms, business cards, stationery, greeting cards and labels), promotional products and merchandising materials, web hosting and other web services, fraud prevention and marketing services, financial institution customer loyalty and retention programs and business networking services. The Company also sells personalized checks, accessories, stored value gift cards and other services directly to consumers. For more information about Deluxe, visit Tree does not maintain, endorse, or make any representations as to the content accuracy or quality of this website.)

Cherry Tree & Associates provides investment banking services through our FINRA-licensed broker dealer.