Business Intelligence with Synergent BI

Credit unions have access to increasingly large volumes of data, but it’s spread across several different platforms. Integrating the data is critical to making informed business decisions. Synergent BI is the ideal business intelligence solution for credit unions of all sizes. An intuitive dashboard makes it easy to visualize your data, providing meaningful insights with easy-to-read layouts, on a secure web platform.

How Synergent BI Works

Synergent BI unlocks the power of your core data, combining third-party data, analytics, and reporting for credit union leaders. Turnkey reports are available immediately, and customized reports can also be created to fit your credit union’s needs. You can monitor growth and progress with the ability to drill down for deeper insights from granular details. Insights into member behavior, market trends, and benchmark comparisons will help you make informed decisions for operating and marketing strategies.

Synergent BI Features

  • Easy-to-use web interface
  • No data upload or mapping needed
  • Core data views
  • Statistical loan and deposit data
  • NCUA data comparison
  • Integrated statistical data
  • Identification of market trends and financial standing
  • 24/7 on-demand access
  • Up-to-date dashboard environment
  • “Board-ready” reports

System maintenance is taken care of by our team of experts, so your credit union staff will have peace of mind that the software is always up-to-date and operating correctly.

Subscription Levels 

There are three subscription levels of Synergent BI available for credit unions to choose from: Essentials, Premium, and Premium+. The monthly fee for each tier is based on the member size of your credit union. Contact us today to receive a free pricing quote for the subscription level of your choosing.

Learn More

Synergent BI is available only to credit unions on Synergent’s hosted Symitar® Episys® core platform. For additional information about implementing Synergent BI at your credit union, please contact Fred Barber, Account Executive.

Want to learn more about the managed services that Synergent provides to credit unions across the U.S.? Please contact Liz Ouellette, Sales Engineer.