What happened out there, already read for you.
Seven regulator and trade sources, summarised by Claude and sorted into sections. Follow an institution and its news arrives beside the data alerts on it.

From competitive screening to board-ready packages, everything behind running a credit union lives in one platform.
Live from the warehouse. Source: NCUA 5300 Call Report.
Seven regulator and trade sources, summarised by Claude and sorted into sections. Follow an institution and its news arrives beside the data alerts on it.

Rank the whole system on composite scores, compare an institution to a like-for-like peer set, or plot any metric you like. NCUA's own formulas, computed from the published Call Report, never estimated.

Collect contributions, ingest the month's documents, and let the narrative draft itself. Out comes a branded PDF and PowerPoint in your own colours and type.

Every tool draws from the same warehouse, so the number in your board package is the number on your screen.
NCUA formulas and board reporting conventions, baked in. Not a generic analytics tool pointed at Call Report files.
New tools are added to the library over time, and they arrive inside the platform you already use.
“The first two weeks of every quarter used to disappear into rebuilding the same analysis by hand. Now it is finished before we sit down. I do not know what we would replace it with.”
“Peer comparison changed the conversation entirely. We stopped arguing about whether a ratio looked good and started asking whether it was normal for our size. And the figure on my screen is the figure in the board book. Every time.”
“Board night used to mean chasing five people for five attachments. The package assembles itself now, and it reads like we wrote it. Our directors turn up having already read it.”
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A demo runs on the live warehouse, so you can look up your own institution and check the figures.