Sloe Data
Managed query and data ops CUSO

Take the slowness out of CU data work.

Sloe Data helps credit unions turn completed data warehouses into usable operating capacity: custom queries, vendor data connections, extracts, data-quality monitoring, support workflows, and executive-ready outputs. The name is pronounced "sloh," like the wild plum. The point is simple: take the slowness out of credit union data work.

Query desk
Custom questions answered from governed data without making every request an internal project.
Vendor connections
Support for new vendor files, extracts, field definitions, and data handoffs.
Data QA
Refresh monitoring, variance review, definitions, and escalation before numbers are trusted.
AI-ready
Cleaner definitions, joins, and field logic so AI workflows can build on governed data.
Why it exists

The painful work is between the standard report and the real question.

Core systems and standard tools can produce reports. The pain starts when a leader asks a custom question, a department needs a clean extract, a vendor needs a new data feed, or two numbers do not tie out. 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 data operations function in house. It also fits any credit union that wants the discipline and scale of a CUSO for recurring data work.

Custom queries

Answers beyond the canned report

Credit unions can route ad hoc lending, finance, operations, member, and executive questions to a team that understands the data model and can produce usable answers.

Vendor handoffs

New connections without chaos

When a vendor needs data, Sloe helps define the fields, build the extract, document the handoff, and keep the request from becoming an unmanaged side project.

Trust layer

Issues get owned

Refresh monitoring, variance review, KPI definitions, and issue logging help teams know when data is usable, when it needs attention, and who is responsible for the next step.

Product boundary

Setup is separate. Data servicing is the product.

Sloe starts where the warehouse build leaves off. The credit union gets an operating desk for custom queries, vendor data requests, extract logic, data-quality review, support intake, definition control, executive outputs, and a clear path for technical escalation when deeper engineering work is needed.

Sloe owns

  • Readiness intake and data request queue
  • Custom queries, extracts, and support ownership
  • Data-quality monitoring and definition control
  • Vendor data handoff coordination

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 data operations function, not just a dashboard
  • Cleaner definitions, extracts, and repeatable outputs
  • Documented refresh, request, and escalation cadence
  • Executive and board-ready context where useful
Pricing shape

Priced for recurring data support, not implementation.

Service models are based on how much data support the credit union wants after the warehouse is complete. Smaller credit unions can start with a narrow query-and-extract desk, while larger or more complex institutions can use Sloe as a CUSO-based data operations partner. Direct API/export access belongs in higher tiers or a separate license.

Query Desk
$1k-$2k/mo

A focused request lane for lean teams.

  • Custom query queue
  • Standard extracts
  • Field and KPI definitions
  • Async support
Vendor + Data Partner
$5k-$8k/mo

For credit unions with deeper data and vendor needs.

  • Vendor file coordination
  • Custom data feeds
  • Two working sessions monthly
  • Optional API/export access
Enterprise
Custom

Complex CUs, higher SLA, or multi-vendor scope.

  • Dedicated analyst capacity
  • Complex vendor and governance support
  • Custom controls and access model
  • Expanded diligence package
How it works

Month after month, somebody owns the data work.

Sloe is built around the operating work that happens after the data infrastructure exists: answering custom questions, producing extracts, reviewing data quality, supporting vendor requests, handling support intake, and making sure the same logic can be reused 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 data work.

Handoff

Document the warehouse. Confirm refresh cadence, key tables, access rules, definitions, and technical escalation points.

Stabilize

Build the request rhythm. Stand up query intake, extract rules, QA checks, delivery standards, and support ownership.

Operate

Own the month-to-month work. Answer questions, handle vendor requests, log issues, review data quality, and prepare decision-ready outputs.

Expand

Add data depth. Extend query coverage across departments, support new vendor handoffs, and manage more complex governance needs.

A warehouse is infrastructure. Sloe is the data operations desk.

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 query and vendor-data capacity, and for any credit union that wants the cooperative leverage of a CUSO.