CU Intelligence turns NCUA 5300 data into peer benchmarks, proprietary risk scores, and the opportunities hiding in your balance sheet — analytics that measure, intelligence that guides.
Most tools hand a credit union a pile of charts and stop. CU Intelligence does the reading for you — health, risk, rank, and the next move, surfaced the moment you log in.
Four scores — health, opportunity, risk, readiness — with quarter-over-quarter movement, the instant you open it.
A CAMELS-based risk index built from capital, asset quality, earnings, and liquidity — with the math shown, not hidden.
Where growth is hiding — lending headroom, fee income, membership — quantified in annual dollars, not vague advice.
Rank against any NCUA-insured institution on the metrics that matter — percentile and standing, not just raw ratios.
A plain-language read of the quarter, grounded in your exact numbers — board-ready, not boilerplate.
Export the briefing as a board-ready report — the analysis already done, formatted to share.
No setup, no data project. Start from the PDFs you already file and have a scored, board-ready picture the same afternoon.
Drop your NCUA 5300 PDFs into the Reports tab. Load multiple quarters at once for trend analysis.
Generate the full analysis — the platform reads your PDFs and pulls every key metric: assets, loans, deposits, capital, income.
Scores, KPI cards, trend charts, and gauges on the briefing — then the AI narrative across seven focus areas.
Export a branded board report, save snapshots to compare quarters, and track recommended actions to completion.
What happened, measured cleanly. Your 5300 data organized into trends, ratios, and comparisons you can trust.
What it means and what to do. Proprietary scoring and benchmarking turn measurement into a decision.
Anyone can show ratios. The edge is a single, defensible score that says how an institution is really doing — and where it ranks. That scoring engine is the core of the platform.
CU Intelligence is a financial-intelligence platform for credit unions and the CUSOs that serve them. We start from the data every institution already files — the NCUA 5300 call report — and turn it into the kind of analysis that used to require an analyst and a week.
Your data stays yours: financials live in a dedicated database, scoped per institution, and the platform is designed so one credit union can never see another's numbers. A product of Eform Solutions LLC.
Open the platform and walk through a live institution — health, risk, peers, and opportunities on one screen.
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