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Synergy Unlocks New Member Opportunities with BankBI

Discover How Smart Financial Performance Management Reduces Report Building Time and Improves Data Accuracy for Synergy Credit Union

For many credit unions, financial performance and regulatory reporting are manual processes.

Manually gathering, consolidating, and investigating data via static platforms like Excel had become increasingly time-consuming and error-prone for Synergy. Realising there had to be a better way, they decided to automate its financial performance management with BankBI.

“The solution will provide that deeper level of insight into our performance, ultimately enabling us to make future-forward decisions that mutually benefit us, our members, and our community”.

– Christine Tucker, Synergy Credit Union Chief Financial Officer

Download the case study to discover how BankBI empowers Synergy to:

  • Automatically collate data from multiple platforms
  • Reduce validation times and improve data accuracy
  • Enhance strategic decision making
  • Identify risks and opportunities fast
  • Re-evaluate and optimise core processes

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Download the Case Study