Excel Add-In Tool: Custom Analysis At Your Fingertips

We’ve introduced a new, easy-to-understand tool for credit unions that delivers call report data and peer information right at your fingertips. You can take advantage of this tool to easily access call report data and peer information—and build your own unique/custom reports and analysis. It’s a powerful and simple tool that can provide lots of value for you and your team. In this recording, we provide a high-level demonstration and share ideas that you can take back to your credit union.