Solver Suite for Credit Unions

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

Solver 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.

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Automate financial planning & analysis with one version of truth.

Solver 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.

View Credit Union Case Study

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

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

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

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

Pre-built integrations to all Microsoft Dynamics ERPs, Sage ERPs, SAP Business One, Acumatica, Intacct, Netsuite, Salesforce as well as other popular systems
Cloud and on-premises deployment options

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.

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

Automate financial planning & analysis with one version of truth.

Technology Overview

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