Data capacity without the hiring lift
Credit unions can get recurring board, CEO, lending, operations, finance, and department packs without first hiring data engineers, analysts, and report owners.
Managed reporting CUSO
Take the slowness out of CU reporting.
Sloe Data helps credit unions turn completed data warehouses into recurring reports, data-quality monitoring, support workflows, and board-ready outputs. The name is pronounced "sloh," like the wild plum. The point is simple: take the slowness out of credit union reporting.
Smaller CU fit
Data capacity for credit unions that want stronger reporting without building a full in-house team.
CUSO model
Shared expertise for credit unions that prefer a cooperative service partner for recurring data work.
Board
Executive-ready outputs built for recurring management and board reporting cycles.
AI-ready
Cleaner definitions and report logic so AI workflows can build on governed data.
Why it exists
Warehouses do not run the reporting function by themselves.
A completed data warehouse is valuable, but most credit unions still need someone to own the recurring work: definitions, QA, report calendars, support requests, board packages, issue triage, and cross-functional adoption. Sloe is especially useful for smaller credit unions that want better data but do not have the staff, budget, or hiring market to manage a full reporting operation in house. It also fits any credit union that wants the discipline and scale of a CUSO for recurring data operations.
A shared operating desk
The same reporting discipline, quality review, and support workflows can be delivered across credit unions instead of each institution building the function alone.
Quality before polish
Refresh monitoring, variance review, KPI definitions, and issue logging help leaders know when a number is usable and when it needs attention.
Product boundary
Separate setup from ongoing reporting operations.
Sloe starts where the warehouse build leaves off. The credit union gets a recurring reporting desk: report cadence, data-quality review, support queue, definition control, executive outputs, and a clear path for technical escalation when something needs deeper engineering work.
Sloe owns
- Readiness intake and report calendar
- Recurring report delivery and support queue
- Data-quality monitoring and definition control
- Board and management-ready output packages
Implementation partner owns
- Warehouse setup and mapping
- Pipelines, warehouse architecture, and integrations
- AI enablement scope and technical buildout
- Setup work completed before Sloe servicing begins
The CU receives
- A reporting function, not just a dashboard
- Cleaner KPI definitions and repeatable outputs
- Documented refresh and escalation cadence
- Optional CU Wire Data context where useful
Pricing shape
Priced for recurring accountability, not implementation.
Service models are based on how much reporting accountability the CU wants after the warehouse is complete. Smaller credit unions can start with a narrow recurring package, while larger or more complex institutions can use Sloe as a CUSO-based data operations partner. Base tiers include embedded external context only; direct CU Wire Data API/export access belongs in higher tiers or a separate license.
Board Context
$1k-$2k/mo
Low-touch, standardized executive package for lean teams.
- Board and CEO pack
- KPI definitions
- Scheduled delivery
- Async support
Managed Reporting
$2.5k-$4k/mo
The core product for credit unions that need recurring reporting capacity.
- 3-5 recurring report packs
- Monthly QA and triage
- Support queue ownership
- Technical escalation path
Data Ops Partner
$5k-$8k/mo
For credit unions that want a deeper CUSO operating partner.
- 6-10 report packs
- Department reporting
- Two working sessions monthly
- Optional API/export access
Enterprise
Custom
Complex CUs, higher SLA, or multi-department scope.
- Dedicated analyst capacity
- Complex governance support
- Custom controls and access model
- Expanded diligence package
How it works
A managed reporting function, not another tool to babysit.
Sloe is built around the operating work that happens after the data infrastructure exists: defining the reporting calendar, reviewing the numbers, handling support requests, and making sure the same outputs arrive reliably month after month. It gives smaller credit unions access to a data function they may not be able to staff internally, and gives larger credit unions a cooperative way to outsource repeatable reporting work.
Handoff
Document the warehouse. Confirm refresh cadence, key tables, access rules, definitions, and technical escalation points.
Stabilize
Build the reporting rhythm. Stand up recurring packs, QA checks, delivery calendar, and support intake.
Operate
Own the month-to-month work. Review numbers, handle requests, log issues, and prepare board-ready outputs.
Expand
Add reporting depth. Extend packs across departments, add working sessions, and support more complex governance needs.
A warehouse is infrastructure. Sloe is the reporting function.
Sloe is focused, narrow, and built around ongoing servicing after a credit union's warehouse is ready to use. It is for smaller credit unions that need data capacity and for any credit union that wants the cooperative leverage of a CUSO.