Financial Performance Management
Delivering automated analytics and reporting – anytime, anywhere

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.

A solution for your reporting challenges

  • Get daily reporting of management information traditionally only available following month-end close
  • 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




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Daily Performance Analysis with Instant Access to Data

Win back hours in your day by automating your manual reporting methods.

Financial Performance

Monitor financial performance every day, using automated, role-based reports and dashboards.
Product Performance

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.