Monitor Your Credit Union’s Performance
Financial Performance Management provides automated, role-based access to out-of-the-box reporting – including dashboards, month-end board packages and peer analytics – to better plan, present and monitor financial strategy.
- Increase efficiency by managing financial and loan/deposit performance daily
- Accelerate financial growth by tracking and analyzing assets and profitability by branch
- Mitigate risk by managing delinquent loan analysis, over time and against peers
- Drive innovation quickly with an easy-to-implement, scalable, cloud-native solution
A solution for your reporting challenges
Get daily reporting of management information traditionally only available following month-end close.
Daily Performance Analysis with Instant Access to Data
Win back hours in your day by automating your manual reporting methods.
Monitor financial performance every day, using automated, role-based reports and dashboards.
Gain new insight into branch and product performance with in-depth loan and deposit analysis.
Automated Board Reporting
Deliver timely, error-free reports to meet current and future management, board and other operational reporting requirements.