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


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.