Whether you are new to strategic planning or not, our INSIGHT PLANNING SOFTWARE 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 the long-term vision.  A demo version is available for you to download.

Mergers can quickly consume or contribute to a credit union's resources. With this 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 - NCUA call report information is uploaded into CU-Consolidate from financial report downloads retrieved from www.creditunions.com. Many of our clients also use the CU-Consolidate software to compare their credit union to peers. This is a great way to analyze competing credit unions.