Performance Analytics Wiz transforms Community Reinvestment Act (CRA) compliance from a retrospective, spreadsheet-driven process into a continuous, forward-looking performance management capability. By automating measurement, standardizing scoring, and enabling strategic forecasting of outcomes, it empowers financial institutions to identify gaps early, take corrective action, and enter exams with confidence.
Turn reporting into proactive performance management
Managing performance shouldn’t mean spending valuable time aggregating data, maintaining spreadsheets, and reviewing reports that are already outdated. Performance Analytics Wiz transforms CRA management from a retrospective reporting process into a continuous, forward-looking performance strategy.
By centralizing data, automating analysis, and providing actionable insights, it helps financial institutions identify performance gaps earlier, track progress against goals, and make informed adjustments before exam day, driving greater efficiency, lower risk, and stronger results.
Wiz is built on a modern, layered architecture that brings together data, integrations, analytics, and regulatory reporting into a single platform. Each component is designed to work in concert, eliminating data silos, reducing complexity, and enabling configurable compliance at enterprise scale.
CRA performance management doesn’t have to be reactive or uncertain. Performance Analytics Wiz simplifies the process with a single, secure SaaS platform that measures, analyzes, and manages performance with precision, and manages performance with precision. From automated analytics to forward-looking insights, these capabilities help you stay examiner-ready while improving outcomes throughout the exam cycle.
CRA compliance isn’t just about reporting — it’s about understanding performance, demonstrating impact, and improving outcomes. CRA Wiz, Community Development Wiz, and Performance Analytics Wiz work together seamlessly to deliver a unified view of CRA data, activity, and performance, so you can manage the full lifecycle with confidence
Wolters Kluwer combines regulatory expertise with advanced technology to help institutions achieve accurate, audit-ready CRA reporting. Our services include:
Performance Analytics Wiz is a CRA performance management solution that helps financial institutions monitor, measure, and review CRA responsiveness throughout the exam cycle. Built on the Wiz Suite’s trusted CRA, HMDA, and Community Development data foundation, it transforms static reporting into a continuous, forward-looking process that helps institutions identify gaps early, assess progress toward goals, and make data-driven decisions with confidence.
Performance Analytics Wiz automates calculations, scoring, and reporting that are traditionally managed through spreadsheets and manual processes. By eliminating data aggregation and reconciliation efforts, the platform reduces errors, saves time, and provides repeatable, auditable outputs. Users can generate stakeholder-ready reports with a single click, allowing teams to spend less time building reports and more time managing performance strategically.
Yes. Performance Analytics Wiz incorporates examiner-aligned methodologies and configurable performance frameworks that mirror how regulators evaluate CRA performance. Institutions can establish their own goals, weightings, thresholds, and rating scales while leveraging a structured framework designed to support defensible analyses, stronger exam readiness, and more informed decision-making.
Absolutely. Performance Analytics Wiz is built on the Wiz Suite’s shared, validated data backbone and works seamlessly with CRA, HMDA, Fair Lending, and Community Development solutions. By leveraging data already maintained within the Wiz ecosystem, institutions gain a unified view of performance and risk without creating new data pipelines or validation processes.
Performance Analytics Wiz is designed for CRA officers, compliance leaders, risk and governance teams, data and analytics professionals, and business leaders responsible for CRA performance. It is ideal for institutions seeking greater visibility into performance trends, reduced reliance on spreadsheets, earlier identification of performance gaps, and increased confidence heading into regulatory exams.
Connect with a CRA performance expert to assess your current approach and explore tailored solutions. Discover how automated analytics, forward-looking insights, and a unified data foundation can transform how you measure, manage, and optimize CRA performance.
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