ESG Reporting for Credit Unions

Demonstrate your credit union's ESG and community impacts.

SAMETRICA’s platform integrates data collection, ESG and impact frameworks, and business intelligence reporting to create an automated, easy-to-use system that can scale for all sizes and complexities of organizations, allowing you to create aggregated reporting across multiple programs.

Leverage technology and expertise
Build on leading industry examples

“Working with SAMETRICA to broaden Vancity’s impact reporting has been both enjoyable and exciting. The team’s knowledge and expertise is much appreciated, as well as the platform’s capabilities, which include the ability to upload and combine data from various sources, and flexible online reports and dashboards”.

– Jo Westwood, Manager, Impact Measurement and Management

“We are pleased to present a framework suited to demonstrating the socio-economic impact of business loan portfolios. We hope the framework represents a step forward in how credit unions can demonstrate the impact they, together with their members, have on their communities. We really look forward to seeing how others adapt and evolve it further!”

– Jo Westwood, Manager, Impact Measurement and Management

Vancity Credit Union Reporting

Filtering and Drill Down on Reporting

PRODUCT

The SAMETRICA platform is made up of three micro-services to address your impacting reporting needs.

Reporting and Analysis
Data Collector
Logic Model Builder

SAMETRICA’s Reporting & Analysis capability allows for a range of dynamic and compelling visualizations.

Automated analysis Receive up-to-the-minute analysis on all indicators, including Key Performance Indicators.
Automatic translation between different impact frameworks Convert and align your reports with different impact reporting frameworks.
Comparison and Benchmarking In-report drill downs to compare and benchmark results across different programs, sectors and organizations.
Aggregated and individual reports Create individual and aggregated reports for different programs.

SAMETRICA Data Collector is a sophisticated data collection tool that allows users to collect, store and centralize data from multiple sources including surveys, data uploads and through application program interface (API) to other databases.

Assignment of surveys SAMETRICA Data Collector allows users to assign surveys. Assignees can append their own questions to surveys, and thereby extend the usability of the software and its surveys to their organizational needs.
PIPEDA compliant de-identified data collection Track responses by de-identifying data at source. This feature is compliant with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and Ontario's Personal Health Information Protection Act (PHIPA).
Cohort analysis Perform change over time analysis across groups while protecting the privacy of beneficiaries.
Built-in survey tool Built-in survey tool, specifically designed for impact reporting.

SAMETRICA Logic Model Builder provides a repository for impact frameworks, including all components related to inputs, outputs, activities, and outcomes and their associated metrics.

Alignment with multiple frameworks Align and automatically translate between different impact frameworks, such as the United Nations Sustainable Development Goals, Canadian Index for Wellbeing, OECD, WEF or other globally accepted metrics.
Automated calculation of measures Link indicators directly to the collected data.
AI-based indicator standardization Get custom and highly accurate indicators based on different global standards and also align with Common Approach Standard, part of Social Impact Task Force.
Framework repository Maintain a repository of impact frameworks for all programs across an organization.

SAMETRICA + Vancity Difference

+

Vancity Credit Union is a leader in impact-driven finance. Working with SAMETRICA,
they have developed a cutting edge framework to demonstrate the impact
of their commercial lending portfolio.
Leverage the Vancity framework for free when you become a SAMETRICA customer.

– Jo Westwood, Manager, Impact Measurement and Management

CERTIFICATIONS AND STANDARDS

Common Approach

SAMETRICA is one of two impact reporting platforms selected by the Common Approach to ensure adoption of its standard by social purpose organizations, which allows for interoperability between different impact reporting frameworks.

Social Value International

Social Value International is a global network focused on social impact and social value. As the first product certified by Social Value International, we are compatible and align with multiple reporting frameworks at once.

UN Global Compact

SAMETRICA is a participant in United Nations Global Compact, the world's largest corporate social responsibility initiative with over 10,000 companies and 150 countries involved.

KPMG Review

KPMG completed a privacy impact assessment on SAMETRICA’s de-identification capability and found that responses collected using this feature are aligned with privacy best practices.

Canadian Gay and Lesbian Chamber of Commerce

SAMETRICA is a certified member of the CGLCC and a proud supporter of the LGBT+ community.

CERTIFICATIONS AND STANDARDS

Common Approach

Social Value International

UN Global Compact

SAMETRICA is a participant in United Nations Global Compact, the world's largest corporate social responsibility initiative with over 10,000 companies and 150 countries involved.

KPMG Review

KPMG completed a privacy impact assessment on SAMETRICA’s de-identification capability and found that responses collected using this feature are aligned with privacy best practices.

Canadian Gay and Lesbian Chamber of Commerce

SAMETRICA is a certified member of the CGLCC and a proud supporter of the LGBT+ community.