Sigma Computing Consulting for Credit Unions
Stop rebuilding the board pack and member reports from core exports every month. We build Sigma workbooks on Snowflake that give leadership and branches the same numbers each morning.
The short answer
Where the Hours Go Today
- The monthly board pack is assembled from core exports in Excel.
- Member growth and products per member are counted differently by marketing and finance.
- Delinquency lists are pulled and formatted by hand.
- Branch managers wait on a report request to see their own numbers.
Sigma Workbooks We Build
- Members and Products
- New, active and closed members, products per member and member trends by branch, age band and channel.
- Loans and Shares
- Balances, new production and rates by product and branch, stored by month.
- Delinquency and Charge-Offs
- Past due and charge-offs by product, branch and loan officer, with drill paths to each loan.
- Board Pack
- Monthly board and committee reporting built from the same tables and sent on a schedule.
Why Sigma Fits
- Branches answer their own questions
- The spreadsheet grid on live warehouse data lets branch and lending staff filter and pivot without a report request.
- Each user sees only their branch
- Row-level security limits each user to their branch or region in the same workbook leadership uses.
- Reports that send themselves
- Scheduled exports send the board pack and branch reports by email or Teams without anyone rebuilding them.
Data We Connect
- Core processing system
- Loan origination system
- General ledger
- Digital banking platform
- Card processor files
- Marketing and CRM tools
- Snowflake
Common questions
Is Sigma good for credit union reporting?
Sigma fits credit unions whose core and loan data are in, or moving to, a cloud warehouse such as Snowflake and whose staff work in spreadsheets. Your compliance team should review the setup for your own requirements.
Can Sigma track products per member?
Yes. We agree how a member and an active product are counted, then report products per member by branch, channel and month from one set of tables.
Can Sigma produce our 5300 call report?
We build management reporting, not regulatory filings. The same tables can support figures your team reconciles for the 5300, but the filing stays with your existing process.
How long does a Sigma build take?
It depends on your core system, how much history you need and how many reports you start with. We scope it on a short call, starting with one report.
Bring the report that eats your week
We'll look at it with you and say what Sigma would save. No pitch deck.