CUSO

In June, the 2017 Analytics and Financial Innovation (AXFI) Conference took place in Minneapolis, MN. Featuring two track, Analytics and Innovation, over 250 attendees had the opportunity to learn from some of the brightest minds across the analytics, and financial services industries. Sharing similar interests, and by popular demand, I’d like to share many of the presentations from the 2017 AXFI Conference with you:

General Sessions:

  1. Jan Estep, CEO, NACHA
    1. “Innovations in ACH payments to Enhance Customer Services and Offerings” Click Here to Download
  2. John Best, CEO, Best Innovation Group; Brian Moore, Global Technology Advisor, Microsoft; Pete Sedgewick, Consultant Cloud, Security and Infrastructure, Best Innovation Group
    1. “Empowering Financial Services through the Transition to the Cloud” Click Here to Download
  3. Manuel Stagars, Economist, Film Director, Author and Serial Entrepreneur
    1. “Fintech, Blockchain and Digital Transformation: Where Do We Go From Here?” Click Here to Download
  4. Rhonda Sheets, CEO, Support EXP
    1. “Seizing the Future in Measuring and Managing the Customer Experience (CX) Movement - Why Today’s Methods and Metrics Won’t Work Anymore” Click Here to Download
  5. John Janclaes, CEO, Partners Federal Credit Union (was not onsite, but has provided PPT and Article for distribution)
    1. “The Data Analytics Journey @ Disney's Partner's CU” – PowerPoint - Click Here to Download, Article - Click Here to Download
  6. Anne Legg, Founder, THRIVE Strategic Solutions; Len Hendricks, CTO, Celero Solutions
    1. “Applying Big Data Technology at a credit union - A Case Study” Click Here to Download
  7. Joe Brancucci, President, CU RateReset
    1. “Reimagining Lending …is Digital Transformation the Solution?” Click Here to Download
  8. Neff Hudson, Vice President Corporate Development, USAA
    1. “The Rise of the Bots: Relationship Banking in the Age of UnbundlingClick Here to Download
  9. Chuck Davidson, Head of Customer Engagement, Cardfree
    1. “The Rise of the Merchant Wallet” Click Here to Download

 

Analytics Track:

  1. Michael Cochrum, VP of Analytics + Advisory Services, CU Direct
    1. “Using Analytics to Drive Intelligent Loan Portfolio Management Decisions” Click Here to Download
  2. Dr. Joseph Breeden, CEO, Prescient Models; Ben Morales, CEO, Q-Cash Financial
    1. “The Business Use of Data Analytics: What is the ROI and How to Achieve It” Click Here to Download
  3. Shawn O'Neal, Founder and CEO, SO Analytics
    1. “Analytics in Marketing - Lessons from Start-up to World Class” Click Here to Download
  4. Ryan Drake, CFO, Our Community Credit Union (OCCU); Anne Legg, Founder, THRIVE Strategic Services
    1. “Leveraging Data To Create A Solid Growth Strategy Foundation – A Credit Union Success Story” Click Here to Download
  5. Rich Jones, Principal, Leading2Leadership; Brewster Knowlton, Principal, The Knowlton Group
    1. “Lessons for Building An Analytics Culture At Your CU” Click Here to Download
  6. Paul Jaramillo, Co-Founder and CEO, Documatix; Bryan Schmidt, Marketing Analyst, Affinity Plus Federal Credit Union
    1. “Marketing Automation - The Critical Last Mile”

                                                    i.      Paul Jaramillo-Click Here to Download

                                                   ii.      Bryan Schmidt-Click Here to Download

Innovation Track:

  1. Phil Windley, Enterprise Architect, Brigham Young University
    1. “Sovrin Identity - Protecting Member Identity in a Big Data world” Click Here to Download
  2. Elizabeth Robins, Product Director, Best Innovation Group
    1. “Voice is The New Browser” Click Here to Download
  3. Adam Elliott, Co-Founder and President, ID Insight; Keith Richmond, Director of Client Reporting & Analytics, Affinion Benefits Group
    1. “Using Big Data to Manage Risk and Enhance Member Engagement” Click Here to Download

Fintech Speed Rounds

  1. AlphaRank Click Here to Download
  2. Constellation Click Here to Download
  3. Q-Cash Financial Click Here to Download
  4. Relevant Solutions Click Here to Download
  5. Semantify Click Here to Download
  6. Setit Credit Click Here to Download

CU Analytics Best Practices Competition

  1. Partners FCU (2017 Winner) Click Here to Download

If you’d like to learn more about the annual AXFI Conference, please check out http://www.axficonference.com/

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