What we do
Data services built for credit unions
Three interconnected disciplines that transform your credit union's raw data into a strategic advantage — from infrastructure to insight.
Service 01
Microsoft Fabric Implementation
Microsoft Fabric is Microsoft's unified analytics platform — combining data engineering, data warehousing, real-time analytics, and business intelligence into a single, governed environment. For credit unions, it means finally having one source of truth across your core system, lending platform, digital banking, and member data.
What we deliver
- Fabric workspace architecture — We design and build your Fabric environment from the ground up — workspaces, lakehouses, data pipelines, and security model aligned to your org structure and compliance requirements.
- Corelation Keystone integration — As Keystone client #12, we know the data model inside and out. We connect your Keystone environment to Fabric — ingesting member, account, loan, and transaction data into a clean, queryable lakehouse with no guesswork.
- Data pipeline development — Automated pipelines that move, transform, and validate data on your schedule — daily batch loads, near-real-time feeds, or event-driven triggers.
- Governance and access control — Row-level security, workspace roles, and data classification policies that satisfy your internal audit and NCUA examination requirements.
- Training and enablement — Hands-on training for your data and IT team so they can maintain, extend, and build on the Fabric environment we deliver.
Service 02
Data Analytics Strategy
Raw data is only valuable when it's clean, modeled correctly, and tied to the decisions your leadership team actually makes. We build the analytical foundation — data models, KPI frameworks, and reporting structures — that turns your credit union's data into a reliable decision-making asset.
What we deliver
- Data modeling and semantic layer — We build star-schema data models and Power BI semantic layers that make your data fast, consistent, and easy to query — eliminating the 'which number is right?' problem.
- KPI framework development — We work with your leadership team to define, standardize, and document the metrics that matter — member growth, loan-to-share ratio, delinquency, net promoter score, and more.
- Automated regulatory reporting — We build pipelines that automate NCUA 5300 call report preparation, board packet generation, and ALCO reporting — turning multi-day manual processes into same-day outputs.
- Historical data migration — We migrate and reconcile historical data from legacy systems, spreadsheets, and siloed databases into your new analytics environment.
- Analytics roadmap — A prioritized, phased roadmap that sequences your analytics investments for maximum impact — so you're building toward a mature data capability, not just solving today's problem.
Service 03
Power BI Dashboards
Power BI is the reporting layer your leadership, managers, and frontline staff actually use. We design and build dashboards that surface the right metrics to the right people — from executive scorecards to branch-level operational views — with the security controls to ensure everyone sees only what they should.
What we deliver
- Executive and board dashboards — High-level scorecards covering financial performance, membership trends, loan portfolio health, and regulatory ratios — designed for leadership review and board packet automation.
- Operational dashboards — Department-level views for lending, member services, finance, and operations — giving managers the daily visibility they need to run their teams effectively.
- Member analytics — Dashboards that reveal member behavior, product penetration, attrition risk, and growth opportunities — helping your team deepen relationships and grow wallet share.
- 5300 & NCUA reporting views — Automated NCUA 5300 call report supporting data views and board packet dashboards that reduce manual preparation time and improve accuracy.
- Row-level security and distribution — Role-based access so branch managers see their branch, regional managers see their region, and executives see everything — all from the same report.
Platforms we work with
Fluent in your existing stack
We build solutions that connect with the tools your credit union already relies on — no rip-and-replace required.
Corelation Keystone
Client #12 — deep data model expertise
Meridian Link
Loan origination integration
Axiom
Financial reporting & budgeting
AvidXchange
AP automation
AccessSoftek
Home & online banking
Microsoft Fabric
Unified analytics platform
Power BI
Certified team
How we work
A structured approach, not a black box
Discovery
We start by understanding your current data landscape, key pain points, and strategic priorities. No assumptions — we ask the right questions first.
Architecture & Design
We design the solution architecture, data model, and dashboard wireframes before writing a single line of code. You approve the plan before we build.
Build & Iterate
We build in sprints with regular check-ins, so you see progress early and can provide feedback before the final delivery.
Validate & Launch
We validate data accuracy, conduct user acceptance testing with your team, and deliver documentation before go-live.
Enable & Support
We train your team, document everything, and offer ongoing support options so your investment keeps delivering value.
Not sure where to start?
Most credit unions begin with a discovery call where we assess your current data environment and recommend the highest-impact starting point.