Credit Union and Bank Data Governance: A Comprehensive Guide

Data is the lifeblood of financial institutions. Credit unions and banks rely on accurate, secure, and accessible information to drive decisions, meet regulatory requirements, and deliver exceptional member experiences. At the core of these efforts is data governance—the framework that ensures data is managed effectively and responsibly. What Is Data Governance? Data governance is the […]
Leveraging Data Lakes to Transform Data Management for Financial Institutions

What is a Data Lake? How Credit Unions and Banks can Unlock the Power of Data In today’s financial services landscape, credit unions and banks handle massive amounts of data daily—from customer transactions and loan histories to regulatory reports and market analytics. With the growing volume and complexity of this information, traditional data management methods […]
What is a Data Warehouse? How Credit Unions and Banks can Unlock the Power of Data

As the financial services industry becomes increasingly data-driven, credit unions and banks are collecting more information than ever before. This data—from customer transactions and loan details to market insights and regulatory requirements—holds the potential to transform how financial institutions operate. However, to unlock the value of this data, it needs to be organized and accessible. […]
Data Lakehouse: The BI Tool You Didn’t Know You Need

When you’re in the operations part of a credit union or a community bank, your data is everything. Customers usually only think of their own sensitive financial data, but you’re also tracking their spending patterns, they’re behaviors, the products that they use, their engagement with the institution – all so that you can retain them […]
Why Integrations Are A Game Changer

Every data analyst has a horror story to tell about custom integrations. And you don’t need to be technical to know that trying to fit a square peg in a round hole is frustrating as can be. Most of us first learned this as small children, playing with building blocks, literally trying to fit […]
Get to Know Stephanie Vinton, Senior Project Manager

Stephanie Vinton is a seasoned Senior Functional Business Analyst and Project Manager, with over 20 years of experience in the field of FinTech. Based in the Denver Metropolitan Area, Stephanie has built a remarkable career by leveraging her expertise in ERP and application implementation, solution design, technical support, UAT testing, and process improvement. Stephanie serves […]
How Can Customization Change Your Data Analytics?

“That looks great, but I’m not sure if it fits in with the way that we work.” If you’ve been shown a data analytics platform by a sales representative in the last few years, these words have likely come out of your mouth, or at least crossed your mind. You’ve been shown the value of […]
Data Analytics For The Busy Business Exec

You’ve heard the hype over and over again about data analytics, but you’re still feeling skeptical? Are you hesitant to go down a new road, thinking that it might be a waste of time and resources for little payoff? Think again. Here are some of the most common myths that we encounter so that we […]
Get to Know Bill Butler, Sr. Power BI Developer & Consultant

Bill has a deep background in the credit union industry. Throughout his robust career in the industry, Bill has utilized technology and data with finance/accounting to help credit unions and banks grow, prosper, and better serve their customers. He was involved in both the start-up of AARP Federal Credit Union as well as its wind-down phase. He served […]
Why Does Good Data Management Matter to Your Members?

When running a financial institution you know that data is an important part of your operations. You’re regularly collecting customer (for our bank readers) and member (for our credit union readers) data from multiple points at once – customer personal information, transaction data, customer engagements, sales statistics on financial products – and you’re using it […]