Recorded Webinar

Add Time Back To Your Year with 5300 Call Report Automation

 

Rise Analytics and Corelation spotlights how Rise Analytics 5300 Call Report Automation can turn quarterly call-report chaos into a continuously validated, submission-ready process, reclaiming weeks of senior finance-team capacity each year. A walkthrough of the production tool, candid Q&A with the featured institution, and a build-vs-buy reality check. 

In this recorded session, you'll learn:

  • How to reduce the quarterly 5300 cycle from 2-3 weeks of manual prep to hours of executive review.
  • Practical ways to validate continuously, catching anomalies, missing data, and quarter-over-quarter drift before submission, not after.
  • How to keep your current core, GL, and data architecture, Rise ingests from Keystone alongside any source system you already have, with no centralized warehouse prerequisite.
  • What's possible when continuous validation, Smart Fill AI-assist, and direct NCUA submission work as a single integrated workflow

Josh Bohlander


Josh Bohlander
VP, Sales and Engineering
Rise Analytics

Emanuel

 

Emmanuel Toledo
Sr Cloud Software Development Engineer
                      Rise Analytics

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