Phocas + Ultracs for credit unions

Phocas benefits for credit unions

Business intelligence (BI) solution features of interest to credit unions:

  • Dashboards and scorecards with KPIs at group and individual level
  • Live visual reporting of sales growth and sales trends
  • A data analytics tool for everyone across the business (not just technically-minded IT and business analysts).

Benefits of BI for credit unions:

  • Consolidate and analyse data from multiple sources including: Ultracs, Allianz, Bridges, CRM and spreadsheets
  • Automate reports to reduce manual handling and save time
  • Perform fast analysis of customer data, product data, loan data and transactions
  • Review profitability, margins and service levels
  • Base and build loyalty campaigns promotions on member interaction data (improve segmentation and targeting)
  • Identify cross-sell opportunities
  • Measure the impact and profitability of these promotions and campaigns
  • Arm branches and departments with dashboard KPIs for real-time tracking against goals and budgets
  • Actively monitor and compare the performance, costs, and profitability of branches, people and channels
  • Highlight areas of the business that is under performing and analyse and devise actions to rectify
  • Most importantly, it does not require technical staff to manage and use the output from the system.


To learn more or for a software demonstration, contact our Australian team on 1300 746 227