Saratoga Lake TECHNOLOGIES

Your core data, in your own database, ready for the questions you actually ask.

Saratoga Lake Technologies builds credit unions and banks a reporting database of their own — then brings in the outside data their core was never built to hold.

Email info@saratogalaketech.com

Your data, where you can actually use it

Your core holds the data, but getting real answers out of it is slow, expensive, or someone else’s job. We change that.

A database of your own

We land your core data in a database that belongs to your institution, refreshed on your schedule, with our query builder on top so your team can reach any of it without writing SQL.

Outside data, same shape

Credit card data, and data from other providers outside your core, arrives modeled to match it. A card portfolio reads just like a loan portfolio, so one report can cover both.

Answers without the wait

Your analysts build the reports they need, when they need them — no support ticket, no per-report fee, no waiting on a vendor’s queue.

How it works

Three steps, and the heavy lifting is ours.

We connect

We take the data your core already produces for you — no change to how your core runs.

We unify

Core and non-core data land in one database, modeled consistently so they can be reported on together.

You report

Your team builds the reports and dashboards leadership asks for with our query builder — point and click, no SQL needed.

This is what we already do

The database is the foundation. On top of it, our software already covers the day-to-day work your teams do with that data.

Reporting and analyticsA query builder made for this data, so your team can build, schedule and share the reports managers, the board and examiners ask for.
ProfitabilitySee profitability by member, household, branch, officer and product — not just by account.
Campaigns and promotionsPlan a campaign, pick the right members for it and follow it through to the result.
Lead and opportunity trackingLeads move through your stages, wherever they came from — branch, call center, online or mobile.
Front-line viewsStaff see the member in front of them, and what to offer them, at the point of service.
Alerts and deliveryNumbers and lists arrive with the people who need them, on a schedule you set.

Why institutions work with us

One view of the member

Loans, cards and the rest of the relationship sit side by side, so you can see the whole member or customer instead of one product at a time.

You own the data

The database is yours. Your team can build on it, extend it and keep it long after any single report is finished.

Built for this industry

We work only with credit unions and banks, so we already know what core data looks like and what examiners and boards expect to see.

Measurable results

Clients use what we build to target the right members, act sooner and track the lift — with numbers they can put in front of their board.

“Amazing — this is perfect.” — Analytics leader at a client credit union

Coming soon

Describe what you need, and let the software build it

We’re adding an AI assistant that builds reports and business processes far faster than anyone can by hand. Describe what you want in plain English and it does the building — which also means you don’t have to know the software inside out to get what you need.

Reports from a sentence

Describe the report you want and get a working draft against your own data, ready for your team to check and refine.

Processes in plain English

Say how a campaign or workflow should run — who qualifies, what happens next, who follows up — and see it laid out as steps you can adjust.

Answers you can trace

Every answer shows the data behind it, so your analysts can verify it before it reaches your board.

Let’s talk about your data

Tell us what you wish you could report on, and we’ll tell you how we can help.

Email info@saratogalaketech.com Or write to info@saratogalaketech.com