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.
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.
