Save time and resources with the Wisdom: 5300 Call Report Assistant from Fiserv, an innovative tool for constructing quarterly report data.

Preparing your quarterly 5300 Call Report for the NCUA can be a tedious, time-consuming process. The 5300 Call Report Assistant tool features advanced automation capabilities to help you streamline data gathering and organize your quarterly report information.

The 5300 Call Report Assistant tool features advanced automation capabilities to help you streamline data gathering and organize your quarterly report information. Affordable for credit unions of all sizes, 5300 Call Report
Assistant will save your credit union as much as 80 percent of the time traditionally required to prepare the 5300 report.

  • Streamlines the data gathering, organization and uploading of 5300 Call Report information
  • Features intuitive Windows®-based navigation tool for initial configuration
  • Includes provisions for gathering all NCUA line items to deliver comprehensive report preparation support
  • Organizes and imports data from eight different sources including the previous 5300 report, host shares, host loans, host certificates, host GL, Wisdom: Asset Liability Management and Wisdom: Investments modules and
    Microsoft® Office Excel® spreadsheets

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