Solver can be deployed to finance and accounting teams, as well as to operating departments to provide insight and to automate:

    • Dashboards with Credit Union KPI’s, metrics, and benchmarking
    • Organization-wide budgeting and forecasting, including for loans, shares, net interest income, non-interest income and expense, personnel expense, capital purchases

    Check out Credit Union examples of our CPM software in action or learn more from our Solver Template series

    With Solver, Credit Unions will be able to:

    • Track company wide performance with dashboards, KPI’s, and financial statements
    • Understand branch performance with balanced scorecards, yield/rate analysis, and branch profitability
    • Perform month-end reconciliations from sub-ledgers to general ledger
    • Automate your securities reporting and analysis
    • Gain deeper insights with product profitability for loans, shares, and other services
    • Use Funds Transfer Pricing and Activity Based Costing to calculate member profitability
    • Easily manage your budget and forecast processes with better collaboration Engage department heads and branch managers in setting goals
    • Automate for NCUA Form 5300 and other regulatory reports
    • Create unlimited ad hoc reports
    Automate Financial

    Solver and our global partner channel will assist with Solver implementations and long term support to aid credit unions in monitoring Corporate Performance Management and in meeting targeted goals and objectives.

    Technology Overview

    Solver is a modern, modular CPM suite that can be managed by business users:

    • Solver end user modules for Reporting, Budgeting and Dashboards
    • Solver Data Warehouse for rapid implementation storage of any kind of financial and operational data
    • Microsoft platform including SQL Server, Excel and Web interfaces

    Check out our eBook on World-Class Decisions for Banks & Credit Unions: Making Dollars and Sense of Your Data. The world of banking is speeding up and changes are rippling across the globe. If your organization is slow to respond, it will fall behind. One of the best investments you can make in this technology-driven marketplace is to empower employees to make fast, smart decisions.