Instant insights across your credit union with hundreds of data points covering Balance, Member and Transaction data. Enable everyone at every level of your organization to make confident decisions on facts, not instincts.
Choose from multiple standard dashboards to analyze the details behind your product portfolio numbers, member engagement, and general ledger activity.
Explore hundreds of operational trend lines to quickly identify key moments or data points from desktop, tablet, or mobile phone. Benchmark your operations with co-owners and create custom alert rules to automatically notify your team when significant events occur.
Key Decision Areas
5300 Call Report
- Benchmarking Activity
- File Maintenance and Monitoring
- General Ledger Inquiry and Posting
- Internal Controls
- Interpreting Member Preferences
- Lending and Loan Accounts
- Management Analysis
- Management Forecasting and Reports
- Marketing Processing and Analysis
- Member Activity Trends
- Member Analysis
- Member Spending Trends
- Teller and Cash Analysis