Whether you are new to strategic planning or not, our Insight Planning Software for credit unions will guide you through the planning process, helping you to create a strategic long term vision for your credit union, with supporting annual business plans. Insight Planning software allows you to track and measure progress toward your long-term vision. A free demo version is available for you to download. There is no obligation or cost.
Mergers can quickly consume or contribute to a credit union's resources. With CU-Consolidate software, you will be able to see the impact and develop strategies for a smooth merger transition. Our software will also help you to visualize future growth in terms of assets, loans and capital growth after a merger of credit union assets. No manual entry is required - CU-Consolidate imports credit union data from files we create from the quarterly FOIA files, available from NCUA.