<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=424713&amp;fmt=gif">

OnApproach
Integration

Reap the rewards of unparalleled financial analysis with automated data extraction and reporting tools

Request a Consultation

Unite Core Financial Data

Combine the reporting power of BankBI with the data storage capabilities of OnApproach M360 and gain invaluable insight into the financial health of your credit union.

Our data pipelines read, process, and load data into high-value dashboards, providing you with a comprehensive, top-down overview of your credit union’s finances.

What’s more, with automated daily reporting, trends can be monitored on demand. This arms you with the kind of actionable insights you need to make better-informed decisions based on reliable, up-to-date information.

Consolidate, Automate, and Evaluate with BankBI

Integrating OnApproach M360 with BankBI confers a range of benefits beyond simply enhancing your credit union’s data analysis. 

Book a Consultation

  • Automate the data extraction process. Drill down into individual KPIs, balance sheets, and income statements to gain peerless insight into your credit union's finances.
  • Eliminate inaccurate, labour-intensive manual account mapping. Automate the production of chart-of-accounts and facilitate budget integration — even at the branch level.
  • Minimise the risk of irregularities with your month-end adjustments. Back-value transactions and fee amortisation are a thing of the past with automated, end-to-end data extraction.
  • Experience unparalleled banking data analysis. Unite disparate third-party data within a single, consolidated database.
  • Replace manual monthly reports with a daily reporting cycle. Gain up-to-the-minute insights into your credit union's financial health.
  • Reduce risk. Eliminate data population errors, eradicate key person dependencies, and increase speed-to-value by automating the reporting process.

 

 

Streamline Data Mergers and Acquisitions

When migrating or merging data from disparate accounts and core banking systems, you want to keep administrative headaches to a minimum — that’s where BankBI come in. With our fully-managed data analysis and report automation software, mapping two or more chart-of-accounts into a single, consolidated whole is remarkably straightforward.

You’re free to focus critical resources on transition activities. This enables you to streamline the reporting process which, in turn, provides your finance teams with greater data continuity and transparency, as well as relieving them of the added pressure of creating new reporting packs for every merger or acquisition.

BankBI also helps simplify merger activities to ensure high-value reporting continues uninterrupted — without compromising the integrity of your data.

Maximise the Value of Core Banking Platform Transformations

Preserve irreplaceable historical financial data and maximise the value of your core banking platform transformation by implementing BankBI before and after migration.

With our specialised reporting software, you can process, load, and store core banking information pre-migration. This allows you to transfer data to your brand-new chart-of-accounts quickly and easily when the time comes.

If you’re the CFO of a credit union looking for a smart storage solution and total financial transparency, BankBI simplifies data storage and migration between systems.

executive loan dashboard sc

Extract Maximum Value from Your Data

Request a free, no-obligation consultation today and discover how integrating OnApproach M360 and BankBI can help you extract maximum value from your financial data.

Book Your Meeting