A LEADER IN CREDIT UNION ANALYTICS

Streamline your path to data-driven decisions

Gain efficiencies. Mitigate risk. Financial Performance Management gives you daily financial reports and performance metrics—anytime, anywhere.

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WHAT OUR CLIENTS ARE SAYING

“We finally have a financial reporting system that allows us to see business insights daily. We don’t have to contact IT; there is less room for human error; data on our KPIs is much more accurate.”

-Jodi Reekers, Citizens Community Credit Union
DASHBOARDS AND METRICS

Increase your efficiency

Access daily performance dashboards and reports. Manage seamlessly on any device. Discover new insights that turn challenges into solutions.
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MANAGEMENT AND REPORTING

Accelerate growth

Analyze asset growth and profitability by branch. Dynamic tree analysis helps you find the root cause of changes—and act on new opportunities.
LOAN ANALYSIS

Mitigate risk

Track the data you need to manage risk in real time, including delinquent loan analysis, with no waiting for month-end close.
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SCALABLE SOLUTIONS

Implement and scale quickly

Tap into the power of fully automated, cloud-based SaaS solutions. Get the benefits of a subscription model with no software licenses or hardware set up required.

Configurable consulting solutions to help strategize your next step

  • Client-centric consulting: Partner with Fortune 500 experts to assess your needs and build your capabilities.
  • Data strategy: Identify business cases, design a roadmap and budget for your unique needs.
  • Data governance: Increase efficiencies when you organize, track, protect and enhance your data.
  • Predictive analytics: Forecast values, predict outcomes, automate intelligence—and create new momentum.
  • Data visualization: Make it easy to learn from and share data when you package, display and present compellingly.
  • Data engineering: Transform how you collect, manage and distribute your data for more effective results.
  • Capability outsourcing: Add data science talent and expertise to fill your analytics gaps.

Informed. Enabled. Energized.

Grow and compete on a new level when you harness your data and turn analytics into powerful insights.