Successfully Adopting Business Analytics at your CU: From Business Vision to Target State

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RECORDED ON APRIL 12, 2022

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Successfully Adopting Business Analytics at your CU: From Business Vision to Target State

Leveraging analytics to improve members’ financial lives is a challenge for many Credit Unions today. To be successful we need to know:

  • What does it take to adopt analytics successfully?
  • How do we get from vision to adoption?
  • What challenges for People, Process, and technology should we expect to encounter?

In this session, you will:

  1. Learn how leading financial institutions connect business goals to a target state.
  2. Learn to assess the capabilities your credit union needs to deliver on your business goals.
  3. Hear real-life experiences of industry-leading Credit Union executives.

Attendees will receive a complimentary self-assessment framework; an accelerator to help them journey from vision to adoption. The tool includes: 

  • A CRM Capability framework 
  • A customizable capability prioritization heatmap.

SPEAKERS FROM THIS SESSION

Dave McNab

CEO, FlowTracker Analytics

Dr. Sujatha Rayburn

VP Information Management & Analytics, Delta Community Credit Union

Collin McCarter

Data Science Director, Trellance

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