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Liabilities Analysis
Basic description This report presents four charts analysing Liabilities Uses This report is designed to show the current snapshot, and recent trends, Asset growth at a glance. These results are co...
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Merger Analysis
Basic description The Merger Analysis allows us to create a forecast for the next 5 years, in order to see the effect of a potential merger with another Credit Union or State. The default ratio is ...
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Member Deposits Growth
Basic description This report presents four charts measuring Member growth, Market (Share) Growth, Rate Sensitive Deposit Growth and Relationship Share Growth. Uses This report is designed to show ...
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Performance Ratios
Basic description This report presents comparative results against Credit Unions/Peer Groups for various reporting quarters, and recent trends.• Balance Sheet Growth (Asset & Liability growth)• Ear...
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Initial Upload Agent Installation
Install the Upload Agent Software Log into BankBI using a user with the Data Administrator role. Navigate to the Bank Admin site by clicking the cog icon in the top right corner. Choose Upload Age...
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Chart of Account Mapping
The Chart of Accounts Mapping feature enables you to map unclassified chart of accounts codes by dragging and dropping them from unclassified to the correct chart of account code. Unclassified char...
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Support for TLS 1.2 required to install BankBI Upload Agent
Due to the deprecation of Transport Layer Security (TLS) 1.0 and 1.1 in March 2020 (https://arstechnica.com/gadgets/2018/10/browser-vendors-unite-to-end-support-for-20-year-old-tls-1-0/), the BankB...
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Performance Ratios - CU vs CU
Basic description This report presents comparative results against other Credit Unions; as well as other credit unions in different states for various reporting quarters, and recent trends. • Balan...
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Make Adjustments to Actual or Average Balances
You can make adjustments to an actual or average balance by clicking Publish/Adjustments in the administration area. The screen will show all the adjustments that have previously been made in th...
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RoE Analysis
Basic description The KPI Tree enables the user to drill-down on the Net Worth Growth (RoE) of the credit union selected. Uses By clicking on the + it allows you to see the underlying information a...