Plan, Analyze, Optimize & Monitor Branch Performance with a click!

BPW is a one of a kind integrated financial performance budgeting, forecasting and business intelligence solution, purpose built to meet the growing needs and diminishing budget of today's Banks and Credit Unions. Our clients see tremendous improvements in their control, confidence and optimization of business plans and forecasts, not to mention the reduced effort and elimination of frustration typically associated with these core business processes.

Download our BPW brochure

Learn how our services and products can benefit You and your Organization.

BPW Clear Insight banner


One place for Revenue and Expense Budgets, Forecasts, Plans and Financial Reporting.

Aggregates revenue and expenses by branch, region or company.

Multi-user security, workflow and enablement.

‘What-if’ scenario planning capability.

Driver-based, rolling branch planning at the product and branch level to manage key revenue and expenses in great detail.

Easily handles Board reports, Branch performance reporting, Federal Disclosure reporting and Annual Financial Reports.

Performance reporting and scorecarding.

Solution delivers

Ad Hoc Queries—'What-if' Analysis

Multiple Planning Perspectives

Easy To Use, Excel-based Interfaces

Secure Data Storage & Access To Information

Delivers One Version Of The Truth

Detailed Reporting & Analysis


Customer Analytics in Banking

Pioneer Credit Union – TM1 BI

Contact us today for a free demo!

Get a free consultation to discuss your options.

Free Demo