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.
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:
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.
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.
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.