If your credit union runs on the Keystone core, connecting your daily performance data to Mission BOSS takes about an hour of IT time, with no cost for the connection itself.
Keystone holds excellent operational data on your institution. Mission BOSS turns that data into a daily view of how your leadership team is performing against the plan the board approved.
Once connected, the CEO and leadership team see a daily scorecard: deposit rates, loan balances, member counts, and revenue versus plan, all in one place and updated automatically. No manual uploads. No spreadsheet gymnastics.
Corelation builds a single standardized interface for the Keystone platform. Any credit union in the ecosystem can opt in and configure the batch export on its end.
A proficient IT team member configures the batch export job and secure connection. Achieva’s technology leadership confirmed the timeline from direct experience.
Product rates, maturity and runoff data, and the full institutional scorecard are delivered to Mission BOSS automatically.
There is no charge to the credit union for the Corelation interface. Mission BOSS fees are agreed separately between your institution and TeamOnUP.
The data Keystone sends does not stay a file. It becomes a daily, shared view of the institution against the plan the board approved. The screens below are from Music City Credit Union, a sample institution we built to show the system end to end. It is not a real credit union, but its challenges are the real ones so many face every day.
Membership, deposits, loans, revenue, and expense, each showing total, goal, product count, and year to date. The Margin Meter reads net margin and Return on Cooperative, tying every number back to the value created for members. It runs on a core economic model that knows where the credit union bought and sold money yesterday, straight from the files Keystone delivers.
Deposits open into savings, checking, share certificates, money market, IRA, and certificate balances, each with total, goal, count, and year to date. The product rates and maturity data flowing in from Keystone land here, with nothing to assemble by hand. The granular view is one click from the headline.
“Mission BOSS gives us the structure and visibility we’ve been missing. It aligns teams, accountability, and outcomes in one place, creating clarity, accelerating delivery, and ensuring that strategic priorities translate into measurable results.”
Book a call with Mike Kelly to walk through the interface, the setup, and what a daily Mission BOSS scorecard would look like for your institution.
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