Mapping Your Members: Identifying The Underserved
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
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Leaders share how grant funding has supported members on the fringes of financial ruin while underpinning credit union growth.
CDFIs offer loans, investments, and financial education to individuals and businesses that might not have access to traditional banking services. Learn more about these financial first responders.
As the nation’s largest community development credit union, Suncoast is a force for development, collaboration, and innovation.
From focus groups to influencer marketing, two credit unions share why advisory boards are a valuable tool for any credit union.
Credit unions have the power to change lives — and they shouldn’t be afraid to use it.
Recruitment and retention, emotional loyalty, and more were key topics during the second day of the Austin event.
Financial wellness, AI, and a fresh coat of paint are all making a major impact for credit unions and banks across the country.
A survey of industry leaders shows what tipped the scales when selecting their most recent core provider — the answers extend way beyond the price tag.
A who’s who and what’s up among providers for the credit union industry’s most critical piece of technology.