Inclusiv’s FIDAP Platform Delivers Historic TLR Assistance to Credit Unions

Over the past several weeks, nearly 150 Inclusiv member users of Financial Inclusion Data Analytics Platform (FIDAP) submitted their CDFI Transaction Level Reports (TLRs) for the purposes of CDFI recertification and grant compliance reporting. This accounts for a third of the entire CDFI credit union industry. During this period, Inclusiv also provided full-service TLR submission support service for small credit unions and MDIs. Through this service, Inclusiv prepared and submitted TLRs on behalf of 22 credit unions before the June 30th deadline.

Inclusiv's Financial Inclusion Data Analytics Platform (FIDAP) is currently available as a benefit of membership at no additional cost to help organizations focus on their credit union’s performance and community impact. Whether the organization is seeking to stay on-track for program compliance or looking for data analytics services to better serve their members, FIDAP is an easy, interactive tool to help you meet your goals. For more information on how your credit union may utilize FIDAP, please click here.

Inclusiv is the only CDFI-certified financial intermediary for credit unions, and our TLR and recertification assistance drive is our largest to date. Please share your experiences with FIDAP and the CDFI Fund’s AMIS reporting system with our CDFI Team at cdfi@inclusiv.org. As the driver of advocacy and expertise for CDFI credit unions, we want to hear about your experiences with the CDFI Fund’s recertification and reporting processes so that we may effectively represent your interests to the Fund and with our partners in Congress. And please stay tuned for communications from our Policy team highlighting further opportunities to get involved in shaping issues affecting your credit union and community.