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Symitar Episys Integration

With Symitar Epsis integration, take financial performance and data analysis to the next level, using the flexible business intelligence platform trusted by credit unions across America.

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Daily Performance Insights at Your Fingertips

Discover the smarter way to track, manage, and improve financial performance in your credit union.

Our Symitar Episys (Jack HenryTM) integration uses standard Power On scripts to extract general ledger, member, loan, and deposit data. The data is then automatically uploaded to BankBI, giving your finance teams instant access to powerful daily performance insights.

Create More Opportunities

Centralize and reconcile data from disparate sources to get a bird’s-eye view of financial performance in your credit union. Find new opportunities to engage with members, sell more products, and grow:

  • Review new and maturing loans and deposits
  • Identify top members
  • Detect concentration risks
  • Unlock cross-sell opportunities

 

Daily Finance Reporting

Automate your daily reporting schedule. Save time and reduce admin with BankBI and Symitar Episys.

From balance sheet movements to key metric dashboards, access a wide range of daily insights.

Automated Branch and Loan Officer Dashboards

Reconcile core banking system and general ledger data for unparalleled visibility into credit union performance.

Monitor loans and deposits across branches, track daily activity, and review past-due trends.

Monthly Management and Board Reporting

Keep stakeholders in the loop with accurate, detailed, and fully automated monthly reports.

Bring your data to life with dynamic performance trend presentations – perfect for any management meeting.

Get More From Your Data

Get in touch with BankBI today to discuss integrating our unrivalled banking analysis software with your Symitar Episys core platform.

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