Mapping Your Members: Identifying The Underserved
November 9, 2021
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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.
Analytics User Group
Best Practices For Business Intelligence Projects
April 23, 2021
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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.
Logix Drives Analytics Through Data Integration
April 16, 2021
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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.
Mortgage Dashboards In The House
February 2, 2021
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Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
Build It Or Buy It: Data Warehouse Solutions
January 19, 2021
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Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
How To Win WIth Enterprise Analytics
July 29, 2020
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The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union’s analytics journey.
Ask Me Anything: Suncoast’s Data Analytics Team
July 14, 2020
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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.
Collaborative Data Governance
March 3, 2020
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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.
Get Your Head In The Cloud
December 30, 2019
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Tableau User Group: Melissa Pomeroy takes us through St. Mary’s five year, four step analytics journey.
Credit Union Power BI User Group: Getting Started, Key Decisions, & Useful Tips
November 19, 2019
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November 2019 Credit Union Power BI User Group
Getting Started, Key Decisions, & Useful Tips
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.
Best Practices For Business Intelligence Projects
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to ...
Logix Drives Analytics Through Data Integration
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 ...
Mortgage Dashboards In The House
Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
Build It Or Buy It: Data Warehouse Solutions
Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
How To Win WIth Enterprise Analytics
The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union's analytics journey.
Ask Me Anything: Suncoast’s Data Analytics Team
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, ...
Collaborative Data Governance
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 ...
Get Your Head In The Cloud
Tableau User Group: Melissa Pomeroy takes us through St. Mary's five year, four step analytics journey.
Credit Union Power BI User Group: Getting Started, Key Decisions, & Useful Tips
November 2019 Credit Union Power BI User Group Getting Started, Key Decisions, & Useful Tips
Browse Topics
UVA Community Tackles Teen Banking
Marc Rapport
The credit union integrates financial education with products tailored to young people to help these members build confidence and independence.
Basic Checking Gets A Competitive Upgrade
Callahan & Associates
Boost loyalty with lifestyle checking accounts that offer perks like telehealth, ID protection, and travel discounts.
¿Habla Finance? At WECU, Employees Are Learning.
Aaron Passman
Language training at the Pacific Northwest credit union is laying the groundwork to better serve Spanish speakers in the region.
Lori Smith On Leadership
Marc Rapport
The seasoned CHRO shares insights about intention, inclusion, and more from State Farm to United Way to Community First Credit Union.
Amid Trade Uncertainty, Fed Remains Noncommittal
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch
Andrew Lepczyk
With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower delinquency across the industry.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Compliance Without Compromise
Callahan & Associates
Leveraging cutting-edge technology, like AI automation and intelligent document processing, can streamline portfolio protection, minimize disruptions, and ensure accuracy.
Meet Engaged Elena, An Ideal Member At Solarity Credit Union
Savana Morie
A data-rich segmentation strategy and member personas have transformed everything from product design to branch operations at the Washington cooperative.