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
Complete the form to access your free copy.
