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Max Credit Union: Automated Monthly Reporting Frees up Time for Strategic Analysis

Single-Click, High-Quality Reports Through OfficeConnect Enhance Executive and Board Analysis of Performance

With Adaptive OfficeConnect, the reporting process has become much more efficient so that more of my time can be used for analytics.

Melissa Miller, Accounting Operations Manager, MAX Credit Union

After gathering data, companies need a streamlined way to report it. However, creating board books or presentations often takes time away from analyzing data for strategic decision-making. That’s why MAX Credit Union turned to OfficeConnect. A simple refresh in OfficeConnect easily updates report templates with the newest information, allowing the finance team more time to analyze data at a big-picture level. The enhanced process did more than build reports. It built confidence in presenting data.  

Challenges

  • Timely monthly close reporting
  • Limited ability to conduct self-service reporting
  • Lacked ability to easily compare various data sets in separate systems

Results

  • Gained a future-oriented perspective with rolling forecasting
  • Increased productivity allows more time to spend on data analysis
  • High-quality reporting improved the ability for the finance team to explain performance to the board
About:
MAX is a leading, locally owned financial institution in central and east Alabama, with more than $1 billion in assets. Serving its communities for the last 60 years, MAX provides a full suite of consumer and business banking products, including checking, savings, loans, online, and mobile banking. MAX has 15 branch locations across its central and east Alabama footprint.
Location:
Montgomery, AL
Industry:
Financial Services