Case Study: Westerra Credit Union achieves 10-minute month-end changes and streamlined budgeting with Strata Decision Technology

Westerra Credit Union Improves Efficiencies in Financial Reporting and Budgeting with Syntellis’ Axiom Software

Westerra Credit Union, a Denver-based credit union with $1.7 billion in assets and more than 120,000 members, needed a scalable, low-maintenance solution to improve efficiencies in financial reporting and budgeting. To address this, Westerra selected Strata Decision Technology’s Axiom suite (Axiom Planning, Axiom Reporting & Analytics, and Axiom FTP & Profitability).

Strata Decision Technology replaced one-off Excel spreadsheets and a fragmented budgeting tool with Axiom, centralizing reporting, budgeting, and profitability in a single platform. As a result, Westerra cut the time to make last-minute monthly-report changes from several hours to about 10 minutes, streamlined and consolidated budget data for faster strategic analysis, integrated branch/member/product profitability for actionable insight, and shifted analysts’ focus to strategic “what‑if” scenarios — all supported by Strata Decision Technology’s financial services expertise.

Westerra Credit Union

Jennifer Meyers

Chief Financial Officer