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

Please submit the form
to access the session.

RECORDED ON APRIL 12, 2022

play-icon-mini.png

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

More Sessions in the series

Icon - Play Button
Understanding Member Lifetime Value and Next Best Actions
WATCH NOW
Icon - Play Button
Analytics in Action: Using Data to Capture Opportunities Created by Rising Interest Rates
WATCH NOW
Icon - Play Button
Trigger Loan Growth Opportunities as Interest Rates are on the Rise
WATCH NOW
Icon - Play Button
Using Analytics to Navigate the Rising Rate Environment
WATCH NOW
Icon - Play Button
Business Analytics Webinar Series: Leveraging Analytics to Thrive in a Rising Rate Environment
WATCH NOW
Icon - Play Button
Manage Liquidity Crunch with Growth in Deposits
WATCH NOW

Accelerate growth with comprehensive
data management consulting.

The most extensive data management consulting practice in the industry, addressing each stage of data program maturity. From data governance to data quality and beyond, Trellance delivers on strategy, gap assessments, and execution.

Leading Financial Institutions Use Trellance