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Analytics in the Credit Union Business

In this session, panelists- Dave Ulrich, Karan Bhalla, and Matt Maguire discuss analytics and the various credit union segments where they are being used.  These three practitioners talk about three particular use cases as discussed…


All about Membership Analytics

Membership Analytics include Engagement Metrics, Customer Graph Analytics and Behavioral Predictive Modeling of Attrition. Steven Simpson emphasized on Advanced Analytics Engagement Metric…



CU Employee Community Chair

Member lifetime value modeling

In his influential book, Customer Centricity, Peter Fader urges marketing analysts to identify and understand the traits of a company’s most valuable customers – and argues the merits of using that knowledge to guide the company's most rational use of resources and its attraction of high-value future customers. His customer valuation model doesn’t limit itself to customers’ profitability at a particular point in time – but rather seeks to estimate (probabilistically) a customer lifetime value,…

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6 Replies · Reply by Dale Davaz Nov 21
CU Employee CULytics Founder

Introduce Yourself

As you join the community, please introduce yourself so that we all get to know each other better. I am Naveen Jain, VP Digital Analytics at First Tech Fed Credit Union. Joined FTFCU in April-2014 and it has been an incredible journey so far. I am also the host of Credit Union Analytics Summit, which has now become the largest CU Analytics event of its kind. Looking forward for meeting you all.

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77 Replies · Reply by Rocky Magee Nov 21
CU Employee Community Chair

Householding best practices

Is there anyone who feels they’ve settled on really robust logic for aggregating members into households that maintain some reasonable level of integrity over the time dimension? If so, do you mind sharing some of the key principles that guide your business logic? To date, I’ve mostly just generated a field that concatenates member zip code with the address lines of their residence and used that as a key for aggregating spouses and children who all live together as a logical financial unit.…

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