Case Study: Fresno County FCU achieves automated, accurate portfolio analysis and reporting with Visible Equity

Fresno County FCU - Customer Case Study

Fresno County Federal Credit Union, a member-focused institution serving over 61,000 members with seven branches and more than $530 million in assets, faced urgent analytical challenges after the 2007 real estate crash. Analysts were spending 15–18 days building risk and loan reports in spreadsheets, pulling data from multiple sources, and a prior vendor’s flawed calculations and poor support left the credit union without reliable, timely analytics.

Visible Equity replaced that manual process with an automated, multidimensional reporting platform that gives every department quick, customizable access to portfolio data. The solution sped report generation from weeks to minutes, enabled detailed drill-downs for collections, lending and senior management, supported fair-lending testing that impressed examiners, and freed analysts to focus on decision-making—improving risk monitoring, loan pricing, and overall portfolio insight.

Fresno County FCU

Megan Thompson-Shultz

Senior Analyst