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
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