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Ideal Credit Union Automate Financial Reporting & Analytics:

How BankBI helped Ideal Credit Union move away from financial reporting in Excel

Ideal Credit Union Case Study

With about US$700 million in assets and around 50,000 members, it was time for Ideal Credit Union to move away from Excel based reporting and towards automation.

"We needed to know that BankBI could achieve our objectives by streamlining our processes and provide us with the accuracy and automation that we needed." - Dennis R. Bauer

Download the case study to find out how, using Ideal Credit Unions' own terminology and organisational structure, BankBI turned their data into automated dashboards and reports that were easy to consume, both in appearance and content.

Download The Case Study