PROGRAMS FOR LEAGUE ASSOCIATIONS

Express gives credit unions access to a library of built-in, formatted reports such as:

• Balance and income statement comparisons.
• Two-year financial comparisons.
• Credit union performance scorecards.
• Individual credit union profiles.
• And more.

With ready-to-use reports, leaders save time otherwise spent pulling and stitching together call reports, allowing them to focus more on insight and analysis.

Affiliates gain access to 32 curated dashboards designed to help tell a clear, compelling story about performance. Dashboards organize insights across four focus areas:

• Strengths and weaknesses.
• Member value.
• Department-level performance.
• Common monthly themes through a performance calendar view.

These views help leaders quickly identify areas of opportunity and align strategy with results.

Express provides deeper context to explain the story behind the numbers through intuitive, built-in tools, including:

• AI Analysis (beta).
• Formula breakdowns.
• Ratio definitions.
• Star rankings.

Together, these tools make it easier to explain performance, drive alignment, and influence strategic decisions with confidence.

The League Overview Map helps credit union leaders clearly visualize their presence within the league’s market and better understand regional reach and competitive context.

With a comprehensive view of credit union and bank branches across the states where the league is active, leaders can see the institution’s footprint in context and identify opportunities to expand impact and better serve members.

Express allows leaders to create custom peer groups with filters across:

• Geography, including state-level filtering.
• Account codes, including assets, loans, members, growth metrics.
• Charter type.
• Core data processor.

These enable leaders to compare against institutions that reflect their operating model, not just those of similar size. The result is more relevant insights and greater confidence in the decisions informed by the data.

Automated reporting enables leaders to schedule delivery of their most used reports and dashboards directly to their email inboxes of choice when new data is released.

This automation ensures timely visibility into performance so leaders stay aligned on priorities as new results become available, without needing to log in each time.