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Average Ratings 6 Ratings

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Average Ratings 0 Ratings

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Description

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Description

By Our Union for your Union. Un1on Member Engagement Software allows you to connect with your union members in a consistent, easy way. Here are some of the things you can do to organize and support union resources: Create Reports - create, edit and share reports on member lists, job sites, communication engagement, key dates, case stages, and so much more. Collective Agreements - easily search your Collective Agreements with a full-text search. Your agreements are automatically turned from pdf to searchable text via OCR. Upload past Collective Agreements to search for keywords on-the-fly and view historical data during bargaining sessions. Map Areas - Built-In map templates of electoral districts to see your members and worksites by ridings and wards. Easily send out comms to members in a particular area (a valuable tool during elections). Committees - Set up Committees and assign members to them. Easily organize all files, notes, documentation and decisions in a central place. Upload meeting minutes for each committee.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CoreBank Yes 
FPS GOLD Banking Software Yes 
Finacle Yes 
Finastra Essence Yes 
Fiserv Yes 
Fiserv Fixed Assets for DNA Yes 
Fusion Phoenix Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 No 
QuickBooks Online No 
Salesforce No 

Integrations

CoreBank No 
FPS GOLD Banking Software No 
Finacle No 
Finastra Essence No 
Fiserv No 
Fiserv Fixed Assets for DNA No 
Fusion Phoenix No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 Yes 
QuickBooks Online Yes 
Salesforce Yes 

Pricing Details

We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Yes 
Free Version No 

Pricing Details

$0.75/member/month
Depending on the size of the union prices change.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

www.deluxe.com/business-operations/bankers-dashboard/

Vendor Details

Company Name

Union Digital

Founded

1980

Country

Canada

Website

un1on.ca

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking No 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management No 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management Yes 
Risk Management No 

Product Features

Association Management

Chapter Management Yes 
Committee Management Yes 
Dues Management Yes 
Election Management Yes 
Email Marketing Yes 
Event Management Yes 
Financial Management No 
Fundraising Management No 
Jobs Board Yes 
Member Communities No 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management Yes 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management Yes 
Dues Management Yes 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management Yes 

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