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CU Analytics
BBB Accredited
Business
25+ Years
Credit Union Industry
AWS Hosted
& Secure
Unlimited
Support Included
What is CU Analytics
Purpose-built for the way credit unions actually work. No adaptions. No compromises.
Balance Sheet Trends - 4 Quarter View
Lending Insights
Deposits & Liquidity
Risk & Capital Adequacy
Income & Expense — Year to Date
Membership & Operational Snapshot
Growth Strategy
Credit Risk
Liquidity Position
Capital Adequacy
Income Optimization
Board Report
Automated Updates
CU Analytics reads 5 years of 5300 reports from the NCUA site, aand notifies you when a new report has been updated,
5-Year Report Analysis
Final reports are saved for 7 years in PDF format, and are saved to a location designated by the credit union
No Software to Install
The analysis is created on Eform's server and saved for the credit union in PDF format.
Frequently Asked Questions
CU Analytics processes 5 years of 5300 reports - 20 reports.
Yes, especially if you have updated a 5300 report.
CU Analytics is hosted on our Amazon Web Services (AWS) server
Yes.
Yes, your subscription fee includes unlimited support.
We import the 5300 reports from NCUA automatically, and we are ready to train you.