A Turnkey Business Intelligence Solution for Credit Unions

In today’s financial marketplace, access to integrated, disparate data is critical to making informed business decisions. We all have access to daunting volumes of information, more than any person could process – but not more than any software can process.

The ideal solution is a hosted, web-enabled, secure platform that provides meaningful data insights.

Synergent BI is an integrated, turnkey business intelligence solution that unlocks the power of a credit union’s core data and pulls in information from third-party industry resources. Using an intuitive web interface, credit unions are able to see core data, payment transactions, and marketing information in one place with tailored dashboard reporting.


Synergent BI brings together disparate data, analytics, business intelligence, reporting, and aggregation for credit union decision-makers. Turnkey reports are available immediately upon implementation, and credit unions also may choose to create customized reports to fit their unique needs.

System maintenance for Synergent BI is our responsibility, enabling credit union decision-makers to sleep at night knowing it will be there in the morning to provide the real-time analytics needed to make smart operational and marketing decisions.

Different credit unions have different needs. Keeping this in mind, 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 varies based on the member size of each credit union customer. We are happy to provide a pricing quote upon request!


  • Easy-to-use web interface that will work in any browser
  • Core data views that don’t require programming expertise
  • Statistical loan and deposit data in visualized format
  • NCUA data comparison
  • Integrated statistical data
  • Extract, transform, load, and automate data
  • Identification of market trends and financial standing
  • 24x7x365 on-demand access
  • Dynamic and contextual views of aggregated business intelligence
  • Real-time dashboard environment
  • “Board-ready” reports out-of-the-box
  • Scalable investment with value-add


Synergent BI is only available to current credit union customers on the Symitar Episys® core hosted by Synergent. 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.