Detailed Financial Performance Insights, Delivered from a Single Platform
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
Access Powerful Peer Analytics with our Free Software
See how you compare to other credit unions in your peer group with our free Peer Analysis software. Assess financial performance over timeand access powerful insights so you can monitor your strategy and identify new opportunities to grow.
Access 30+ performance reports across different categories, including capital ratios, asset quality, earnings ratios, productivity ratios, yield ratios, and risk ratios.
Forecast your credit union’s financial performance over the next five years with "what if" planning scenarios.
Merge financial performance data from two credit unions to forecast financial performance over the next five years with "what if" merger analysis.
Receive a comprehensive, auto-generated PDF results pack to share with your colleagues every quarter.
Save time, cut costs, and reduce stress with automated reporting. With BankBI, you have access to a wide range of daily insights, including:
Balance sheet movements
Income statement changes
Dashboards of key metrics to track throughout the month
Branch balance sheets and income statements
Daily reconciliation report of general ledger balances and core banking data to identify potential differences
Automated Daily Branch & Loan Officer Dashboards
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.
Track daily loan activity, with weighted average rates, by branch and loan officer
Empower branch managers to monitor and manage performance with daily reports
Review past due trends by past due bands to support your members when they need it most
Automated Monthly Management & Board Reporting
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.
Automated PDF reports give stakeholders oversight of monthly credit union performance
Create interactive performance trend presentations during management meetings to bring your data to life
Unlock Actionable Insights to Grow Your Credit Union
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.
Take action to retain maturing loans and deposits.
Analyze the onboarding of new loans and deposits.
Relationship reporting to identify top members.
Risk Pareto charting to identify concentration risks.
Identify New Cross-Sell Opportunities
Better serve your members by ensuring they have the right products with BankBI’s cross-sell product matrix.
Identify members that have good credit scores but don’t have specific products, like credit cards.
Locate members with loans but no checking account within your credit union.
The Smart Way to Manage Financial Performance
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.
