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10 Reports every bank and credit union should run NOW

Abrigo

Takeaway 3 Banking intelligence that's purpose-built for banks and credit unions combines analytics and intuititve dashboards. transactional accounts like CDs versus primary checking accounts) but also in terms of balances to identify surge balances. Core deposits should be assessed not only by deposit type (e.g.,

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Data-driven strategies for banks and credit unions: Start here

Abrigo

core vs. non-core, migration of deposits from core to transactional accounts, any trend in movement of funds out of the institution, top 10-20 depositors and associated volatility, borrowers without deposit relationships, etc.). in CECL calculations and loan performance), but stale information is not the best to use for strategic planning.