BankBI gives you access to the tools you need to manage financial performance and perform detailed data analytics in a single platform. BankBI integrates directly with your core banking systems to provide finance teams with actionable, daily insights. It’s fast, intuitive, and requires no upfront investment in infrastructure.
“The can-do attitude of BankBI stood out here. We were open to ideas and they really worked with us to make sure that the end product was the best it can be. We are very happy with the result.”
Dennis Bauer, Ideal Credit Union
EVP and Chief Financial Officer
See how you compare to other credit unions in your peer group with our free Peer Analysis software. Assess financial performance over time and access powerful insights so you can monitor your strategy and identify new opportunities to grow.
Save time, cut costs, and reduce stress with automated reporting. With BankBI, you have access to a wide range of daily insights, including:
Our banking performance management
solution enables you to reconcile data from your core banking systems with your general ledger for unparalleled visibility. This lets you monitor loan and deposit performance across all your branches.
Keep key stakeholders informed with accessible monthly finance reports. The process is fully automated, ensuring insights are as accurate and up to date as possible.
BankBI allows you to centralize and reconcile data from multiple sources, including loan applications, deposits , and more. Create actionable lists of opportunities to engage with your members and grow your credit union.
Better serve your members by ensuring they have the right products with BankBI’s cross-sell product matrix.
Whether you want to simplify financial performance management across your credit union with automation or unlock new insights with Peer Analysis, BankBI can help. Book a meeting to learn more.