Case Study: SRP Federal Credit Union builds a five-year strategic plan with BankBI

SRP Federal Credit Union builds a 5-year strategic plan with BankBI

SRP Federal Credit Union wanted to modernize its financial planning process, which was hindered by a manual, spreadsheet-heavy approach that made it difficult to link annual budgets to long-term strategy. To address these challenges, the credit union turned to BankBI and its Planning, Budgeting and Forecasting (PBF) application.

Using BankBI PBF, SRP built its 2026 budget collaboratively and used it as a baseline to create a connected five-year strategic financial plan. The solution provided a single, trusted financial model that resulted in faster budgeting, stronger confidence from its finance committee and board, and a shift towards more strategic financial leadership.

SRP Federal Credit Union