CEO Panel - Investments in Data Analytics

In this session, the three CEOs from the financial industry - John Janclaes from Partners Federal Credit Union, Shazia Manus from TMG Global, and Greg Mitchell from First Tech Credit Union - discuss their experiences and investments in data analytics.

They emphasize the importance of data analytics in creating personalized financial services, customer acquisition, and predicting trends. They share examples of successful data-driven strategies, the role of external consultants, and the value of curiosity and organization-wide adoption. The panel stresses the need for credit unions to stay competitive and bold in their use of data, with the potential threat from bigger competitors looming. Each CEO shares their personal learning journey and success stories, from implementing Omni-Channel business models and predicting funding schedules to using speech analytics for fraud detection. The discussions revolve around the importance of focusing on specific data sets, starting small, and measuring the financial impact of data analytics initiatives.

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