BI360 Suite for Credit Unions

Streamline corporate and branch operations with modern BI technology.

Automate Financial & Operational Reporting, Budgeting & Forecasting, and Dashboards

BI360 for Credit Unions (on-premise or Cloud) leverages your existing Excel knowledge in combination with a modern web portal, centralizes and streamlines your budgeting, reporting and analysis into a single solution, and reduces the need to ask IT for assistance to manage your BI solution.


Automate financial planning & analysis with one version of the truth.

BI360 for Credit Unions gives you insight into overall Corporate Performance Management (CPM), eliminates manual processes that can lead to poor data integrity, and integrates disparate data sources and tools into one solution.

BI360 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
  • Microsoft Excel and web-based reporting and consolidations
  • Data warehousing that can combine general ledger, loans, shares, member and any other information

With BI360, 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 collaborationEngage department heads and branch managers in setting goals
  • Automate for NCUA Form 5300 and other regulatory reports
  • Create unlimited ad hoc reports

Solver and our global partner channel will assist with BI360 implementations and long term support to aid credit unions in monitoring Corporate Performance Management and in meeting targeted goals and objectives.

Technology Overview

BI360 is a modern, modular CPM suite that can be managed by business users:

  • BI360 end user modules for Reporting, Budgeting and Dashboards
  • BI360 Data Warehouse for rapid implementation storage of any kind of financial and operational data
  • Microsoft platform including SQL Server, Excel and Web interfaces
  • Mobile apps for Apple and Android-based devices
  • Easily receives extracts from Jack Henry, Fiserv, FIS, Corelation, Temenos, ProfitStars, Sendero, Brick & Associates, ZM Financial Systems, TPG Software as well as other popular systems
  • Cloud and on-premises deployment options


Download the Banks and Credit Unions brochure here.