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.

Instant Insight

Choose from multiple standard dashboards to analyze the details behind your product portfolio numbers, member engagement, and general ledger activity.

Visual Exploration

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.

Streamline Compliance Communication

Quickly access vital resources and share information for board meetings, exams and audits.

Board of Directors

Exam Share

Policy Swap

Key Decision Areas

  • 5300 Call Report

  • Audit Activity

  • Benchmarking Activity
  • Collections
  • 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