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
VP, Sales and Engineering
Rise Analytics

Emmanuel Toledo
Sr Cloud Software Development Engineer
Rise Analytics
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The Company

Rise Analytics, a Trellance Cooperative Holdings Company, is a trusted data analytics partner for credit unions, providing AI-powered insights to enhance performance, member engagement, and compliance. With 35+ years of industry expertise, we help credit unions turn data into smarter decisions.
Contact Us
Address:
7650 W Courtney Campbell Causeway #900,
Tampa, FL 33607
Contact:
(888) 930-2728
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