Mapping Your Members: Identifying The Underserved
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This session takes on how to use public data and combine it with internal data in Tableau to map underserved members.
This session takes on how to use public data and combine it with internal data in Tableau to map underserved members.
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.
Nicole Lopez, BI Manager at Logix Federal Credit Union, walks us through the steps Logix has taken to deepen member relationships and understand delinquency risk through centralizing its data sources.
Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union’s analytics journey.
In this interactive session, Suncoast Credit Union’s ($11B, FL) Data Analytics team, lead by Nolan Walker, joins us to talk about the different roles, responsibilities, and challenges that face their squad. Register for this session and log on to hear about how their team tackles data science, data management, and more.
In this Tableau User Group-hosted session, Naveen and Nick talk about best practices and the role of collaboration in setting the right path forward for data governance in the cooperative world of credit unions.
Tableau User Group: Melissa Pomeroy takes us through St. Mary’s five year, four step analytics journey.
November 2019 Credit Union Power BI User Group
Getting Started, Key Decisions, & Useful Tips
Some credit unions offer loans for trade schools and vocational programs that provide well-paying jobs without a four-year college degree.
More U.S. states are mandating financial literacy courses. Credit unions are responding with tailored approaches to equip students with essential financial skills.
Recent data shows rising levels of employee stress, but people are becoming more comfortable asking for help dealing with those worries.
Jeanne D’Arc and Affinity Plus are driving financial wellness for staff with initiatives like emergency savings accounts and an employee-only branch.
Americans face challenges in retirement planning and rising debt. Credit unions can help them tackle that.
Inflation, rising interest rates, and global tensions are weighing on American consumers. These five graphs from Gallup show how Americans view their financial future.
Cooperatives across the country are taking a fresh look at employee motivation, with some moving toward a more holistic approach to compensation.
How Shoreline and Atomic credit unions align staff efforts with organizational goals to boost the bottom line and enhance member value.
Demands for hybrid or remote work and a stronger emphasis on company culture remain key recruitment trends four years after the pandemic.
The chief executive shares her vision on what it means to balance future vision with day-to-day imperatives.