By: Adam Schiedler
The banking industry is evolving rapidly—driven by heightened regulatory demands, rising operational costs, and the accelerating push toward AI-enabled technology. For financial institutions, keeping pace without sacrificing efficiency or oversight is critical.
That’s where BankVue—developed by CrossVue and powered by Workday—comes in. BankVue isn’t just another solution. It’s purpose-built for banks and credit unions, combining industry expertise, intelligent automation, and configurable tools that tackle the real operational challenges institutions face today.
What’s Getting in the Way
For many banks and credit unions, it’s not a lack of vision—it’s the weight of day-to-day complexity. Compliance demands continue to grow, often outpacing internal capacity.
Legacy systems trap financial and operational data in silos, slowing visibility and decision-making. And when institutions are ready to modernize, the process can feel overwhelming—complex, expensive, and disruptive.
These challenges don’t just create friction. They slow response times, increase risk, and limit how effectively teams can serve customers. That’s why we created BankVue: to help financial institutions overcome these roadblocks with technology that fits their world—not the other way around.
Why BankVue Works
Modernizing doesn’t have to mean starting from scratch. BankVue combines CrossVue’s deep banking experience with the power of Workday to deliver results—quickly and effectively.
Because it’s built for the industry, BankVue includes a pre-configured Foundation Data Model and banking-specific workflows out of the box. That means fewer custom builds, faster deployments, and lower costs. Most institutions see implementations that are up to 20% less expensive and eight weeks faster than traditional approaches.
Once in place, BankVue provides a unified view of financial and operational data—so leaders can track branch performance, monitor profitability, and meet regulatory needs with confidence. Instead of scrambling for reports, teams get real-time insights at their fingertips.
It also streamlines compliance. Features like automated reconciliation, FDIC tagging, and built-in reporting templates reduce manual effort and improve audit readiness. Some institutions have even cut quarterly call report prep time in half.
And thanks to integrations with core systems like Fiserv, Jack Henry, and FIS, BankVue ensures data flows cleanly across the enterprise—giving teams a single, trusted source of truth for smarter planning and better coordination.
Supporting the Entire Institution
BankVue isn’t just for finance. Customer-facing teams benefit from faster service and more personalized experiences, powered by centralized, reliable data. On the back end, finance and compliance teams reduce manual work and strengthen internal controls.
Leadership also gains a clearer view of the road ahead. Built-in dashboards and KPIs—including essentials like the FR2900 report—surface the metrics that matter. And with predictive analytics layered in, uncovering opportunities to optimize spend and boost performance becomes part of everyday operations, not just year-end reviews.
Real-World Impact
One of the earliest adopters of what would become BankVue was Customers Bank, a $22B financial institution that partnered with CrossVue to modernize its systems. Their implementation helped shape key features of the solution and validated its core value.
By moving to Workday Financials with CrossVue, Customers Bank cut its monthly close time in half and fully digitized journal entry processes, saving over 5,000 hours annually. Just as importantly, the team gained real-time visibility into everything from regulatory reports to transaction-level data, enabling faster, better-informed decisions.
What Sets BankVue Apart
Unlike generic platforms, BankVue was built specifically for financial institutions. There’s no retrofitting needed—and no compromise between standardization and flexibility.
And with every implementation, BankVue continues to evolve. AI-driven features and new reporting capabilities are added regularly, reflecting the needs of modern banking. It also connects seamlessly with tools like Trintech, Workday Illuminate, and more, creating a broader ecosystem of insights, automation, and action.
The Bottom Line
BankVue helps financial institutions respond faster, operate more efficiently, and navigate change with confidence. Whether you’re scaling, streamlining, or transforming—BankVue provides the foundation to do it better.
Ready to explore what BankVue can do for your organization?