Case Study: Naheola Credit Union achieves real-time asset-liability management and 75% faster month-end reporting with Fiserv Wisdom: Asset Liability Management

Naheola Credit Union Credit Union Becomes Highly Efficient and Competitive by Managing Asset Liability in Real Time

Naheola Credit Union (NCU), a $104M credit union serving members in Alabama, needed to simplify and speed up month‑end asset/liability reporting, pull real‑time financials (income statements, balance sheets, NEV), image bills, and reduce reliance on spreadsheets. After evaluating options, NCU selected Wisdom: Asset Liability Management from Fiserv to provide real‑time and branch accounting capabilities and tighter ALM controls.

Fiserv implemented Wisdom: Asset Liability Management, which integrated with NCU’s Portico platform and put reports a few clicks away. As a result, month‑end reporting dropped from two–three weeks to one–three days, nearly eliminated spreadsheet work, reduced accounting staff needs from most employees to one or two, improved forecasting and NEV analysis, sped 5300 Call Report filing, and freed staff to focus on member service.

Naheola Credit Union

Jeffrey Hasty

Chief Operating Officer