Case Study: Crossroads Credit Union achieves faster, automated financial reporting with BankBI

Crossroads Credit Union goes live in 2 months with BankBI

Crossroads Credit Union, a Canadian credit union, faced the challenge of consolidating and utilizing the vast amounts of data within its Fiserv core banking systems. They struggled to interrogate this data, automate reporting, and present a single version of the truth for performance management. They partnered with BankBI to implement its Financial Performance and Banking Performance applications to overcome these obstacles.

BankBI delivered a top-down integration approach, automating the extraction of financial and loan data from Crossroads' core systems and reconciling it into daily performance dashboards. This provided immediate value, with the project going live within two months. The solution gave Crossroads daily data visibility, automated their management reporting, and provided new insights into their lending portfolios, transforming how they use data to drive innovation.

Crossroads Credit Union