” Since 2018, TBSM has provided software integration solutions with a full suite of interest rate risk, liquidity risk and management reporting for FirstOntario Credit Union. TBSM has reduced our level of excel spreadsheet work by more than 80%, provided a greatly enhanced set of reporting to understand our risk profile and business activities, and helped us significantly increased the timeliness of reporting.

When implementing the software, TBSM was able to work with our IT stakeholders and complete the integration in a short period of time. From end-to-end, we completed the implementation in less than two months. Unlike other integrations, we found TBSM works with your existing reporting feeds and adjusts the software accordingly.

On an ongoing basis, TBSM regularly provides new reporting at our request. TBSM is able to provide a very quick turnaround time on new reports, with a level of detail supporting the reporting. We find reporting through TBSM is structured in a very helpful way, continually providing an auditable level of detail and changes since the last reporting date.

Doug, Joel and the team at TBSM have been great partners to FirstOntario.”

– John Doran, Senior Vice President, Treasury, FirstOntario Credit Union