Bring your data strategies to life with BankBI’s unique, cloud-based analytics and performance management solution for Canadian Financial Services institutions.
"The advantages of automating access to our data goes well beyond just driving better financial performance for Synergy – it’s highly impactful to our members, as they are also our owners and derive benefits from our success."
Christine Tucker, Synergy Credit Union
Chief Financial Officer
BankBI effortlessly integrates with your core banking systems to provide unparalleled financial performance insights, including:
Our multi-tenant platform-as-a-services solution is already available in Toronto. And because it’s deployed directly through Microsoft Azure, it’s ready to go right out of the box – no upfront infrastructure investment required.
Whether you answer to the Federal Regulator or a Provincial Regulator, you can simplify the entire reporting process with BankBI’s fully automated solution.
Free up resources in finance, reduce manual work, automate and save time every month
Improve the accuracy and integrity of your reports
Create clearly defined business rules inside the BankBI application
Establish a permanent audit trail of selected accounts for internal and external auditors
Reduce key person dependencies and run reports with minimal training
Give your finance department the tools they need to monitor daily financial performance with ease. This includes:
Reconcile data from your core banking systems with your general ledger. Review loan and deposit performance across multiple branches for complete visibility into your network.
Help key stakeholders monitor credit union performance with automated monthly management PDF reports. Looking for a more dynamic approach? BankBI also lets you present interactive performance trend data during management meetings to bring your business insights to life.
Centralize and reconcile key data from multiple sources, including your core banking system, to grow your credit union. Harness daily analytics to create actionable lists of opportunities to engage with your members.
Ensure your members have access to the right products with BankBI’s cross-sell product matrix. Identify which members have which products to uncover new opportunities and provide the best service possible.
“When I looked at the product, it really spoke to what Crossroads needed and wanted[…]It was very user-friendly and incorporated our banking performance and our financial performance in one.”
Rhonda Fullawka, Crossroads Credit Union
Manager of Finance