Credit Union Financial Insights (CUFI)
Financial Services - Mandeville, Louisiana, United States
Credit Union Financial Insights (CUFI) Employees
Credit Union Financial Insights (CUFI) Details
CUFI provides a unique, easy to read financial dashboard comparing a Credit Union to a custom Peer group and size determined Tier group. The Dashboard is emailed to the entire team quarterly. We also support the insights effort with training new and experienced Board members on understanding their financial results. The Dashboard is a simple, cost effective tool that allows non-accounting Board members to see a more clear picture of the quarterly financial results and trends. +The dashboard is specific to the Credit Union with the Peer group determined by management. The Peer group consists of 1 to 7 peers, with the Dashboard highlighting various ratios and growth metrics.+ In addition to the Peer group comps, the Dashboard compares the target CU to a group of peers in the Tier group determined by total asset size. + The Dashboard subscription also includes a Tier Group analysis (4) comparing the target CU to each Tier group CU in 4 categories: 1.) Growth 2.) Profitability 3.) Operating Efficiency 4.) Asset Quality Within each category there are 8 different comparative ratios. The Training program is optional and is designed to address the "Need to Know" helping Board members confidently fulfill their fiduciary duty. + Training sessions can be done online or on site
Credit Union Financial Insights (CUFI) Technologies
Hosting
Google Cloud Hosting