Financial Institution Operating System
Member-Owned Since 1968
Powered by Lakeshore Credit Union
CHARTER provides end-to-end operational intelligence for credit unions — from balance sheet management and lending analytics through digital payments modernization to regulatory compliance. Built for the core modernization journey from legacy to cloud-native.
Executive dashboard, branch network, deposit portfolio, member growth, and balance sheet analysis
5 pages · $2.1B assets · 142K members
Loan pipeline, portfolio health, underwriting analytics, mortgage center, and SBA commercial lending
5 pages · $1.4B loans · 3.12% NIM
Payment operations, digital banking, card services, FedNow, fraud detection, and core migration tracker
6 pages · 61% digital adoption · FedNow live
BSA/AML compliance, NCUA exam readiness, risk management, regulatory reporting, and audit trail
5 pages · CAMEL 2 · 94% training