Our reporting solution provides a consolidated view of your CRA and Fair Lending data and lets you quickly analyze performance against goals and benchmarks.  

Configure high-level views of CRA and fair lending data against standard or institution-specific compliance goals. You can also visualize and monitor your financial institutions Key Performance Indicators (KPIs), as well as Key Risk Indicators (KRIs), and drill into the underlying data for deeper analysis.

Wiz  Compliance Dashboards allows you to:

  • Identify trends and refine strategy.
  • Combine multiple sources of data into a single point of access.
  • Provide enterprise wide web-based access to regulatory analysis.
  • Configure views for comparison against standard or institution-specific goals.

Visualize and monitor KPIs including:

  • CRA Lending, Services, and Investments Tests benchmarks.
  • Fair lending performance, summarizing performance to goal and highlighting key risks.
  • Drill into underlying data for deeper analysis.

Dashboard options include:

CRA dashboards

Get a high level overview of complete CRA performance and drill into the details. The CRA benchmark overview includes lending, services and investment test analysis and includes and optional geographic granularity by entire lending footprint, state, or assessment area.

Fair Lending dashboards

Get a high-level overview of Fair Lending performance indicators including analysis on public data, Exception Management, Loss Mitigation and Complaints. Graphs and tables highlight Fair Lending focal points and important metrics, including: Pricing; Underwriting; Minority Penetration; Complaints; and Loss Mitigation. Easily slice and dice data by Line of Business, Channel, and Geography.

Reporting views vary by role

Give every level of user the analysis and reports they need, when they need them to help make intelligent, informed decisions. From front-line users, to compliance operations managers, to executive and Board level, our Dashboard solution delivers appropriately targeted reports for each audience. Give professionals at all levels the information they need to optimize your institution’s CRA performance and fair lending compliance through better control, stronger decisions, and more effective strategic planning.

Frequently asked questions

  • How can dashboards improve regulatory exam readiness
    Dashboards improve exam readiness by providing access to accurate compliance data, historical performance trends, documented reporting metrics, and risk-monitoring results. Institutions can use dashboard insights to identify potential issues early, demonstrate ongoing compliance monitoring, and respond more efficiently to examiner requests.
  • How do compliance dashboards help monitor CRA and Fair Lending performance?
    Compliance dashboards help institutions track CRA and Fair Lending performance by visualizing lending activity, geographic distribution, borrower demographics, peer comparisons, and key performance indicators. These insights help compliance teams identify gaps, evaluate lending outcomes, monitor progress toward objectives, and investigate potential regulatory concerns proactively.
  • What are Wiz Compliance Dashboards?
    Wiz Compliance Dashboards are analytics and visualization tools that help financial institutions monitor CRA, Fair Lending, HMDA, and compliance performance through centralized reporting and interactive dashboards. They provide visibility into lending trends, risk indicators, assessment area performance, demographic patterns, and regulatory metrics that support compliance oversight, risk management, and decision-making.
  • Which compliance metrics can financial institutions track with dashboards?
    Compliance dashboards can track metrics related to CRA lending activity, assessment area performance, borrower demographics, minority penetration, lending distribution, underwriting outcomes, pricing trends, exceptions, complaints, community development activity, and Fair Lending risk indicators. Monitoring these metrics helps institutions understand performance trends, support regulatory reviews, and identify emerging areas of risk.
  • How do dashboards support CRA compliance programs?
    CRA dashboards help institutions monitor lending, investment, and service performance across assessment areas. They provide insight into community reinvestment activities, geographic lending distribution, peer performance comparisons, and opportunities to strengthen CRA performance and examination preparedness.
  • How can dashboards help identify Fair Lending risk?
    Fair Lending dashboards help identify potential risk by analyzing lending outcomes across applicant demographics, geographic areas, loan products, and business lines. Visual analytics can highlight disparities, unusual patterns, and emerging trends that may warrant additional review or investigation.
  • Why is data visualization important for compliance management?
    Data visualization makes complex compliance data easier to understand by transforming large datasets into actionable insights. Dashboards help compliance, risk, and lending teams quickly identify trends, outliers, performance gaps, and emerging regulatory risks that might otherwise be difficult to detect through manual reporting.
  • How do compliance dashboards support HMDA and Section 1071 reporting?
    Compliance dashboards support HMDA and Section 1071 programs by helping institutions monitor data quality, track reporting metrics, identify anomalies, analyze demographic trends, manage exceptions, and validate key data elements before submission. Enhanced visibility can improve reporting accuracy and reduce compliance risk.
  • What are the benefits of compliance analytics for banks and credit unions?
    Compliance analytics help banks and credit unions improve risk management, strengthen regulatory oversight, monitor performance, identify lending trends, streamline reporting processes, and support more informed decision-making. Analytics also provide greater transparency into compliance programs and regulatory obligations.
  • How can compliance dashboards help leadership make better decisions?
    Compliance dashboards provide executives and compliance leaders with timely access to key performance indicators, risk metrics, and regulatory trends. This visibility helps decision-makers prioritize resources, evaluate program effectiveness, manage regulatory exposure, and support strategic planning.

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