Insight
Insight Planning Software is interactive software to facilitate your credit union's planning process. Insight will help you review major financial and membership profile trends and develop and track your credit union's planning-year objectives. It also provides financial trends and comparison to national averages.
Tools to help you manage your credit union, with Insight you can:
- Conduct financial analysis comparison to credit union peers
- Develop a condensed balance sheet and income statement, including a spread analysis and comparison to year-to-date results
- Analyze the impact of developing strong member relationships
- Create Board reports tracking major financial and membership trends
- Produce Board reports & graphs of your progress toward annual goal achievement
Extra time-saving features
- Wizard helps you through the Strategic Planning Process
- Produces Board reports for better tracking
- Provides interpretation of key ratios
- Integrates easily for use at CUNA Financial Management Schools
System requirements:
- Excel 97 or newer
- Windows 95 or newer operating system
Costs:
Base Price: $1,595.00 (includes one mid-year update)
Support and Annual Updates in subsequent years: $775.00