30+ out of the box reports

Hit the ground running with your choice of dashboards and reports built out specifically for credit unions and banks. Afterwards, put your analysts to work analyzing high-level loan, member and branch details. Give us a call to design new reports & dashboards or let us train you to build your own right in Tableau.

• Branch Manager Scorecards
• Loan Workbench
• Member Targeting
• Data Quality Improvements
• Support Marketing, Sales, IT, Call Centers & more!

With multiple workbenches, dashboards and reports designed for each operational arm of your business, everyone has the information they need - accessible anywhere you have an internet connection.

What new insights will your team discover?

Branches

Create friendly competition within sales teams with detailed score keeping. Manage progress towards individual, branch, or organizational level goals.

Loans

Start with a top-down view of your entire loan portfolio, slice through to target accounts based on specific conditions and then open the loan to take action.

Members

Quickly and visually compile lists for marketing campaigns. How many members have a loan open, but haven't considered a credit card account?

Data Quality

Repair data quality defects on the fly. Filter all auto loans that are missing VIN information and create an actionable and exportable list for corrections.

Our automated and advanced analytics and reporting platform integrates all of your data sources through a lean data pipeline.

Empowerment

Analysis capabilities are limited to a select few employees. Backlogs of data requests and manual queries impede a smooth workflow. Business questions are often left unanswered due to resource limitations.

Confidence

85% of CEO's are no longer confident in their data. To re-establish trust and make key business decisions, we first need to establish a single source of truth with a data lake that combines all of your data sources.

Scalability

As your business grows, the organization naturally becomes hungry for more information. Conventional on-site data warehouses quickly become a burden on balance sheets due to expensive upgrade cycles.

Expertise

How can you focus on your core strengths without leveraging key partnerships? Adopting a managed service business intelligence, reporting and analytics platform gets your analysts back to analyzing.

“When used correctly, data can be an incredibly transformative tool”

Infrastructure

Provision the exact amount of computational resources needed on demand with cloud-based Amazon Web Services. Reliable, elastic, secure.

Extraction

Matillion for Snowflake is an ELT solution that performs data integration within the cloud. This tool keeps data flowing through the pipeline in a timely fashion.

Database

Snowflake SQL data lakes are built for the cloud. Your pipeline automatically feeds daily snapshots into your Snowflake Database for data visualization.

Visualization

Tableau provides the graphical user interface layer that executives and analysts interact with. Cut and slice dashboards to gain powerful insights.