Credit Union Suite
CU Insight
Wellington’s Business Intelligence tool provides a clear oversight of the key data needed to help you make better informed business decisions on behalf of your Credit Union and its members. CU-Insight presents the data in a user friendly format, making analysis and reporting on KPI’s, current lending , borrowing trends, demographics and many other key indicators a much easier task.
Reporting
Credit Unions use reporting in one form or another and as a result, clear understandable reports are considered a core Business Intelligence (BI) need. CU Insight allows you to easily access, format, and distribute vital information.
Analysis
CU Insight puts rich, analytic power in your hands helping you gain the insight and understanding needed to make optimal business decisions about membership, lending and operational needs.
- Freely explore business information by drilling into and cross-tabulating data
- View information multi-dimensionally, choosing specific metrics and attributes to analyze
- The built-in analyzer provides intuitive, interactive analytical reporting, letting non-technical users quickly understand business information.
- Web-based, drag-and-drop report creation
- Advanced sorting and filtering
- Customized totals and user-defined calculations
- Chart visualizations
For example this graph shows a breakdown of the membership in terms of accommodation and marital status, displaying an important demographic to help you make better marketing decisions when offering new loan schemes.
This graph illustrates the proportionate monetary value Res49 arrears within pre-defined bands, giving a picture of loan performance over the course of a year.
Dashboards
Dashboards provide immediate insight into individual, committee, or overall Credit Union performance. By delivering key metrics in an attractive and intuitive visual interface, CU Insight’s dashboards give you the critical information you need to understand and improve the Credit Union’s performance.
Here, dials display the percentage of loans with 5 and 10 year duration, percentage of charged –off loans and the ratio of loans to savings. The pre-configured colour bands indicate where the Credit Union wants to be – green being the optimum band.
Dashboards deliver this visibility by providing:
- Rich, interactive displays including Adobe Flash-based visualizations so that you can immediately see which business metrics are on track, and which need attention
- Easily create and save personalized dashboard
- Integration with Reporting and Analysis so that you can drill to underlying reports and analysis to understand what factors are contributing to good or bad performance
