Successfully Adopting Business Analytics at your CU: From Business Vision to Target State
RECORDED ON APRIL 12, 2022
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:
- Learn how leading financial institutions connect business goals to a target state.
- Learn to assess the capabilities your credit union needs to deliver on your business goals.
- 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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