Trial Balance+

Ensure you can immediately access member data.

Access to member data is critical for any credit union, especially when the core system is unavailable.

It can be a slow and arduous process to thumb through a trial balance report to validate a member’s balance.
History can slow down your core system.
Dredging through millions of records to research a specific transaction for a member can take many hours.
A move to a new core can leave you without access to historical data.

Trial Balance+ enables the export of member account information to an external secured system. Trial Balance+ is an extremely versatile tool with a rich user interface and it can be accessible from any branch using your favorite web browser with single logon.

Let’s talk. Contact us for more information.