Roadmap

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Beastro is a single secure platform for credit unions to interact, engage, and transact their digital financial services and operations. Through enhanced security, business intelligence, and open API architecture, Beastro leverages a single application to enhance the credit union’s experience with the corporate, their business partners, and their members.

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2025

Business Sites Money Movement (June 16th)

Business Sites provides white label solution for business members money movement.

  • Provide your business members web-based self-service money movement

  • White label solution with branding customization with credit union logo and color scheme.

  • Allows the member credit union to maintain their business members access and permissions.

  • Fully integrated with the Beastro eco-system to allow oversight of business members money movement processing by the member credit union.

Image Cash Letter Automation

  • Corporate Back Office automation introduced with more vendor API integrations.

  • System automated cash letter processing:  Allow back-office operations to focus on exception processing and allow regular transactional processing to occur automatically.

ISO 20022 Wire Format Upgrade (July 14th)

The Beastro ISO 20022 Wire features are designed to enhance the efficiency, security, and compliance of wire transactions. Here are the key features:

  • Structured Data Formats: The ISO 20022 standard introduces more structured data formats and enhanced messaging capabilities, improving the accuracy and interoperability of wire transactions.

  • Enhanced Messaging: This new standard enhances the structure of back-end wire transfers, affecting both value and non-value messages.

  • Management of Request/Response wires:  The wire standard will incorporate request and response wires for the initiation of investigations, returns, and drawdown requests.  A new area is Beastro will help a credit union manage their outstanding request and response activity.

  • Compliance and Certification: FedWire ISO 20022 certified with the Federal Reserve, ensuring compliance with the highest standards of service1.

  • Seamless Transition: The Beastro platform and Money Movement systems are being updated to support the new ISO 20022 format, with ongoing resources and support provided to ensure a smooth transition.

  • Training and Support: From January 2025 to March 2025, there will be knowledgebase articles, training sessions, and video tutorials available to help your teams understand the new format and its impact on wire processing. A demo training site will also be launched to validate wire templates and simulate wire transactions

APIs (in beta)

Beastro platform leverages Application Programming Interfaces (APIs) to provide seamless integration and interoperability with various financial services and tools. API integration enables credit unions to enhance their digital presence, streamline operations, and improve member engagement.

Features

  • Open API Architecture: Beastro's open API architecture allows for easy integration with other financial services and tools, providing flexibility and customization options for credit unions. This includes an open public API for members to pull data into their own applications, ensuring they always have the most up-to-date information and can integrate seamlessly with their systems.

  • Seamless Connectivity: Connect with all major credit union systems, creating a unified experience across providers. This ensures that credit unions can manage their finances, including accounts, money movement, and vendor integrations, all in one secure digital environment

  • Real-time Analytics and Reporting: Utilize real-time analytics and enterprise-wide reporting to optimize daily operations and enhance service offerings. This feature provides actionable insights that help credit unions make informed decisions

  • Automation and Self-Service: Incorporate automation to simplify tasks and allow for self-service options, making operations more efficient for credit unions. This includes funds transfers, loan servicing, and more

  • Enhanced Security: Implement advanced security measures to protect sensitive financial data and transactions. This includes IP whitelisting, encryption in transit, and other security protocols

  • Comprehensive Cash Solutions: Manage cash orders, deliveries, forecasting, and inventory through Corporate Cash and Cash Forecasting tools, streamlining CIT schedules and keeping inventory at optimal levels

  • Integration with Business Partners: Collaborate with integration partners to offer a data warehouse that consolidates data from separate systems, enabling comprehensive analytics and reporting

Automated Market Rates Publishing

The rates publishing automation updates feature will enable the automatic publishing of market rates—such as fixed income yields or benchmark pricing—directly to both the Beastro homepage and the corporate website homepage.

  • Drive investment sales by making real-time rates more visible and actionable for members.

  • Reduce manual intervention in rate updates, improving operational efficiency.

  • Support strategic revenue growth through Corporate Certificates and other investment products.

This automation aligns with Beastro’s broader roadmap of integrating data-driven services and real-time financial tools into a unified platform.

Know Your Business (KYB)

KYB is a comprehensive business identity platform designed to streamline and scale the business member verification process. By leveraging primary data sources such as the IRS, Secretaries of State, and USPS, KYB automates Know Your Business (KYB) requirements and processes, making it an essential tool.

Features and Benefits

    • Business Verification (Verify)

      • Comprehensive Verification: KYB’s Verify product offers detailed verification of business entity details required to meet KYB and Customer Identification Program (CIP) requirements. This includes:

        • Business name

        • Business address

        • Associated officers

        • Tax ID

        • Secretary of State registration statuses across 50 states

        • Watchlist and sanctions screening (14 lists).

    • Additional Verification

      • Customizable Add-ons: KYB offers various add-ons tailored to each customer's unique compliance and risk requirements. These include:

      • SOS Document Retrieval

      • Adverse Media Screening

      • Enhanced Screenings

      • Litigation Search

      • UCC Liens Search

      • Tax Liens Search

      • Criminal Background Check

      • Bankruptcies

      • Industry Classification

      • Web Analysis

      • Monitoring for changes in Secretary of State status, watchlist alerts, bankruptcies, and liens.

    • Platform Integration

      • Seamless Integration: KYB connects to government data sources via direct and proprietary data pipelines, providing normalized and merged information in a consistent, easy-to-understand format. The platform includes a modern API and dashboard for easy access to business information.

      • Efficiency: Reduces manual review time and costs, enabling faster customer onboarding and improved customer experience.

      • Compliance: Helps businesses stay ahead of compliance requirements and prevent financial loss.

      • Scalability: Supports growth by automating complex verification processes and providing insights to drive top-line growth.

Balance Sheet Management

Full ALM, Liquidity, CECL, and Budget Modeling integrated with online investment and loan trading to create a comprehensive balance sheet management and optimization platform.

  • Full Asset Liability Management (ALM) Modeling

    • Net Economic Value (NEV), Net Interest Income (NII), and Net Income (NI) calculation engine and scenario modeling

    • Product-level ALM reporting capabilities with both detailed reporting and high-level summaries and dashboards

    • Customizable with credit union assumptions, risk limits, and policy guidelines

    • Assumption sensitivity reporting

    • Deposit simulation reporting

  • Liquidity Modeling

    • Comprehensive scenario modeling for impacts on liquidity risk

  • Current Expected Credit Loss (CECL) Modeling

    • Ability to model CECL projections through multiple methods

  • Budgeting Tools

    • Customizable budget projections based on ALM modeling

  • Online Investment Trading

    • Integrated with ALM to show impact to balance sheet

    • Ability to view extensive inventory of MBS, Treasury, Agency, and other marketable securities with real-time pricing

    • Comprehensive investment analytics including total return, duration, yield, and price risk across interest rate scenarios

    • Click-to-buy capabilities with clearing and settlement capabilities

    • Ability to customize bids

    • Pre- and post-purchase due diligence

  • Online Loan Trading

    • Integrated with ALM to show impact to balance sheet

    • Buy or sell whole loan portfolios or loan participations

    • Detailed analytics to support due diligence

  • Optimization and Trade Simulation

    • Robust analytics and capabilities to support and suggest optimization strategies

  • Investment Performance Reports

    • Detailed reporting on investment portfolio and individual investment risk metrics

  • Peer Analytics

    • Complete database for all Credit Union historical call reports

    • Ability to create custom peer groups and generate comparative reports

  • Simplified ALM Modeling

    • NEV, NII, and NI modeling based on Call Report data

  • Product Profitability

  • Loan Benchmarks

  • Loan Pricing Calculator

Investments

  • Certificate purchasing: view current rates, click-to-buy, balance sheet management integration

  • Trade Ticket:  create trade tickets for faster, more efficient processing

  • SimpliCD certificate purchasing: view current rates, click-to-buy, balance sheet management integration

  • Online Investment Trading

    • Integrated with ALM to show impact to balance sheet

    • Ability to view extensive inventory of MBS, Treasury, Agency, and other marketable securities with real-time pricing

    • Comprehensive investment analytics including total return, duration, yield, and price risk across interest rate scenarios

    • Click-to-buy capabilities with clearing and settlement capabilities

    • Ability to customize bids

    • Pre- and post-purchase due diligence

  • Portfolio accounting with regulatory and investment management reporting

  • Historical investment information

Loan Participation

  • Online Loan Trading

    • Integrated with ALM to show impact to balance sheet

    • Buy or sell whole loan portfolios or loan participations

    • Detailed analytics to support due diligence

Mobile App

Beastro is going mobile to provide a secure application to keep business processes moving even when you are on the go.

  • Notifications:  Provide the ability to receive notifications via Beastro Mobile.

  • Workflow processing:  Allow for any type of workflow action for approval, rejection, etc. to be performed through the mobile application.

SimpliCD Dashboard

Introduce a dashboard of account information for SimpliCD accounts of a member.

Single Sign On (SSO) Integration

Single Sign On (SSO) will deliver SSO for corporate credit unions using Beastro and needing to offer member a single sign on experience with other corporate credit union applications.

Future Releases

Intelligent Fraud Monitoring

Artificial Intelligence

Artificial Intelligence Marketplace

The Artificial Intelligence Marketplace, embedded into Beastro, will be designed to provide member credit unions with a comprehensive suite of AI models to enhance their operations and member engagement. This marketplace offers predictive analytics, fraud detection, and personalized marketing solutions, enabling credit unions to leverage AI technology for improved decision-making and operational efficiency. One area of high importance is ongoing education on the functionality, results review, analytics, and how to effectively utilize the data provided by these AI models.

We are accepting credit unions wanting to participate in our pilot program. In interested, contact gregg.tushaus@corpcu.com.  

Embedded Artificial Intelligence

Data as a Service

Data as a Service (DaaS) offering will provide member credit unions with comprehensive data management solutions to enhance their digital presence and improve member engagement. The service will integrate data from various sources, offers advanced analytics, and ensures data security, enabling Credit Unions to make informed decisions and optimize their operations.

Analytics

Analytics Service will be a comprehensive data and analytics platform designed to guide performance resourcing and strategy development for financial institutions, vendors, and advisors. By leveraging extensive data and actionable insights, Analytics Service helps organizations pinpoint their best opportunities to improve profit, growth, risk, and customer offerings. This platform is particularly valuable, as it will provide the tools needed to make informed decisions and drive growth and efficiency.

Integrations

  • Core banking system integrations

  • Digital Banking integrations

  • Financial technology and financial services industry integrations

We are accepting credit unions wanting to patriciate in our pilot program. In interested, contact gregg.tushaus@corpcu.com.  

Money Movement - Instant Payments

  • Add FedNow real-time payment processing to provide immediate access to funds and improve cash flow.

  • Add RTP, real time payments to provide immediate access to funds and improve cash flow.