Looking to improve a time-intensive budgeting process, San Antonio Federal Credit Union (SACU) turned to Fiserv to add more functionality to its already successful risk management and performance solution.

SACU wanted to spend less time and money on the budgeting process while improving forecasting and net-interest margin measurement. The budgeting process they were using, which included manually updating a variety of Microsoft® Excel® spreadsheets, was too time-consuming and error-prone. They knew the right technology could help them achieve their goals.

The credit union was already having success with Asset Liability Manager from Fiserv for risk management, so they decided to look to Fiserv for a fully integrated risk and performance solution.

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