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Insight
Planning Software
is interactive software designed to help facilitate your Credit Union's
planning and budgeting process. Insight provides
an analysis of major financial and membershp profile trends for your
credit union and helps you establish financial (business plan), membership,
product penetration and productivity goals. Insight will also track
progress towards achieving these goals. Our software is rich with
interactive wizards, Flash demonstrations and web-based help files.
You
can review our Frequently Asked Questions
here.
| Easy
To Use Features |
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Interactive
wizards, Flash demos and web-based help files to help
you get started
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Customizable
for credit unions of all sizes
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Helps
you analyze growth scenarios for assets, loans, capital
and ROA
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Assists
you in creating realistic short and long-term goals
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Creates
action-planning worksheets to attain goals
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Drills-down
for detailed loan and savings portfolio planning
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Easy
print out of the business plan
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| Tools
to Help You Manage Your Credit Union |
- Financial
analysis comparison to credit union peers
- Condensed
balance sheet and income statement, including a spread
analysis and comparison to year-to-date results
- Illustrates
the impact of developing strong member relationships
- Tracks
major financial and membership trends
- Provides
Board Member "friendly" reports
- Produced
reports and graphs of progress towards goal achievement
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| Extra
Time-Saving Planning Features |
- Wizard
helps you through the Strategic Planning Process
- Provides
interpretation of key ratios
- Integrates
easily for use at CUNA Financial Management Schools
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Excel
97 or newer
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Windows
95 or newer operating system
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32
MB of RAM is recommended for calculations
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At
least 5 megabytes of disk space required
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| Costs:
Base
Price |
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Annual
Updates |
$600.00 |
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To place an order online,
please click on Add to
Cart.
To order the software
and pay by check, please download our order form here,
and we will process your order within 48 business hours.
Thank
you!
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