Case Study: Cabrillo Credit Union achieves five-week time savings and deeper loan-portfolio insights with Visible Equity

Cabrillo Credit Union - Customer Case Study

Cabrillo Credit Union, founded in 1935, experienced significant loan and membership growth that triggered a more extensive NCUA analytics requirement. Producing the required loan-portfolio reports used to take weeks of manual work from executive and IT staff—so much so that the credit union had hired a part-time employee to help and still spent hundreds of hours each cycle.

In June 2011 Cabrillo implemented Visible Equity’s web-based analytics, which allowed staff to generate key reports (Profitability, Concentration Risk, Credit Score Migration, LTVs >100%) with minimal training and at the click of a button. The switch cut reporting time from five weeks to one day, recovered valuable staff time, deepened portfolio insight, and delivered a responsive, service-oriented analytics partnership.

Cabrillo Credit Union

Robin Letz

CEO, Cabrillo Credit Union