Credit unions need visibility and transparency to manage loan portfolios effectively.
Static processes and management reporting were preventing Crossroads Credit Union from getting the clarity they needed. After trialling our financial and banking performance software, they decided to automate with BankBI.
“When I looked at the product, it really spoke to what Crossroads needed. [BankBI] was very user-friendly and incorporated our banking performance and our financial performance in one.”
– Rhonda Fullawka, Crossroads Credit Union, Manager of Finance
Download the case study to discover how implementing BankBI enables Crossroads to:
- Access daily financial dashboards and strategic insights
- Automate management reporting
- Reconcile financial performance data with their loan and deposit portfolio
- Better understand yield on lending portfolios
- Unlock new opportunities
Complete the form to download the full case study.
