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
How Member Loyalty Group grows credit unions’ ability to understand and act on feedback through AI-powered analytics.
Although the industry is chock-full of foundations, some institutions rely on donor-advised funds as a pathway to giving back.
The Fortera Foundation is breaking the cycle of generational poverty by providing essential resources and financial aid to single-parent students.
The United Nations FCU Foundation helps the New York-based credit union make an impact on multiple continents.
The regulator’s Community Development Revolving Loan Fund distributed $3.8 million in grant funding last year, benefitting more than 140 credit unions.
Five years after launching a successful mortgage digital campaign, the New York-based credit union has expanded into other business areas.
After two large Minnesota credit unions merged, staff set to work creating a new brand identity.
Three seasoned marketers share tips and tactics to turn everyday sponsorships into avenues for connection and prosperity.
Marketing spend is up since the onset of COVID-19, but fewer institutions are pursuing new identities, choosing instead to embrace familiarity.
Technology partnerships offer a path to innovation and enhanced member service.