Resources

If you run data or analytics at a credit union or community bank, you already know the integration problem intimately. Your core banking system holds the transactional truth. Your loan origination system has the lending data. Your CRM has the..

Most credit union and community bank leaders know their data systems do not talk to each other as well as they should. The core banking platform sits in one place, loan origination in another, digital banking somewhere else, the CRM..

At a lot of credit unions and community banks, the data team carries a reputation it did not entirely earn. A project ran long. A dashboard was promised and never quite landed. A vendor overpromised, the implementation stalled, and the..

Every credit union and community bank leader knows the feeling of operational drag. Reports that take too long to produce. Teams waiting on numbers before they can act. Month-end closes that consume a week of effort. Decisions that get delayed..

If you lead a data team at a credit union or community bank, you have probably spent time in a meeting defending why something is not done yet. The backlog is long. The requests keep coming. Everyone wants something. And..

Recognizing a Data Warehouse is Critical to Bank and Credit Union Success The number of companies claiming to offer a data solution for financial institutions is increasing at a fast – and alarming – rate. It seems like every week..

Introduction Mobility CU is a three-branch, $360M credit union based in DFW, Texas. Their early adoption of a data analytics culture makes them unique among similarly-sized credit unions. What they have in common with their peers, though, is their desire..

When it comes to choosing a data analytics solution for your financial institution, the ability to provide flexible and robust integration options should sit at the top of the list. Why? Because data ingestion is the backbone of a successful..

Creating a consistent scorecard across departments can be a real challenge for credit unions and community banks. It’s rare to see even two departments from the same financial institution utilizing the same documents to measure their goals for the year…

As a financial institution—whether a bank or a credit union—you collect data constantly. From personal member information and transaction histories to engagement touchpoints and product performance stats, your internal systems rely on accurate, up-to-date data to function efficiently. But why..

P1FCU is a $2.2B Lewiston, Idaho-based credit union, who has grown tremendously over the past decade and is now a financial leader in the Western Idaho region. Striving to answer the age-old question of “what’s actually happening in branches” has..

If you’re in operations at a credit union or community bank, your data is one of your most valuable assets. It helps you understand member behavior, identify product opportunities, and personalize services that drive retention. But as data pours in..