CU Employee

7th CULytics Virtual Summit 2022 DAY 1

CULytics has been on an unrivaled growth path and is poised to write a new chapter in the company's history.

Day 1 of the 7th CULytics Virtual Summit kicked off with Welcome Address by, Naveen Jain, President and Founder, CULytics, and Himani Agarwal, who is looking at digital marketing activities at CULytics. Speaking at the event, they shared about - CULytics is committed to helping member credit unions make the most out of their investment in data and digital.

CULytics endeavors to provide beneficial community, industry-best events, and professional advisory. The CULytics community brings together a unique combination of partners, professionals, and credit unions–all with the goal of making each other successful. They also communicated to the attendees about the simplified CULytics Membership Structure.

With all hands on the deck, Day 1 of the summit began with industry leaders with notable experts in Data & Digital. We saw over 500+ attendees taking a deep dive and gaining insights into cutting-edge best practices and meeting with incredible positive engagement. 

CULytics Virtual Summit was sponsored by some of the most highly known fintech conglomerates. A heartfelt thanks to our platinum partners TIBCOFIS Global, and Cinchy, our gold partners CO-OP Solutions and Aunalytics, and our silver partners Prisma CampaignsArkatechtureDatavaFlowTracker AnalyticsThe Knowlton Group, and WhereScape for their support.

CULytics Virtual Summit Day 1 - Mar 22, 2022

The Deep Dives

While there was a ton of great information to unpack, below are a few key learnings  the sessions wrapped:

The day began with the Keynote by Andrew Downin, Chief Marketing and Digital Officer, Vantage West Credit Union. He shared the details about the motivations for modernizing digital marketing, the journey, lessons learned, and the results so far.

The following session started with a talk on Case Study: Analytics for Everyone with Jon Deutsch, Managing Director, Financial Services, TIBCO, Jason McDougal, VP, Business Intelligence, Sound Credit Union, Dan Twomey, Senior Product Manager, CU Vertical Group, TIBCO. Sound Credit Union recounts its strategy and journey to become a data-driven credit union, and its approach and success in gaining internal user adoption of modern data and analytics. Learn how Sound Credit Union increased member engagement, grew branch productivity, and loan and share production!

In a subsequent talk, Thomas Novak, VP/Chief Digital Officer, Visions Federal Credit Union, discussed his engagement with this broad cross-section of stakeholders, aligning with them, prioritizing their initiatives, and delivering value. He also discussed some of the lessons learned along the way. What is it that other credit union leaders should be mindful of when they are investing in digital? Why are we defining a purpose and what are a digital transformation and a digital-first mindset going to do for us? His session has answers to all of these questions.

Later in the next session, Robert Admire, Strategic Planning Manager of the Data Solutions Group, FIS, explained the ETHOS™ Data Ecosystem, which is a very comprehensive fintech data ecosystem with scores of new solutions that inspire credit unions and enable them to operate more effortlessly, compete more effectively.

Randy Ziegler, AdvisorCULytics, and Naveen, Founder, and PresidentCULytics, discussed the latest “Trends in Data and Digital” around the credit union space.

In-depth panel discussions between credit union CEOs - George Rudolph, CEO, PSECU, Frank Wasson, CEO, CommonWealth One Federal Credit Union, and David Mooney, CEO (Retired), Alliant Credit Union at the CEO Forum where they shared the data and digital vision, opportunities, and challenges for their credit unions. They further discussed the challenges they encountered in the data analytics journey for their respective credit unions.

During an open discussion, Alex Melnik, Director, Business Intelligence and Analytics, BCURandall Nixon, Data and AI Specialist, Microsoft, and MacGregor Olson, Azure Data Specialist, Microsoft, discussed extensively about the BCU - the organization of the data analytics team; including who they report to? Lending, marketing, member experience, financial management, operations, and/or anything else are among the most compelling reasons to invest in data analytics. It was a wonderful session. 

Kudos to the moderators Amie Hale, VP Enterprise Project Management Office, and M & A for Valley Strong Credit Union, Charlotte Taft, Sr. Director of Business Intelligence, Callahan & Associates, Tom Krings, Director of BI, at Elevations Credit Union, who interacted with the presenters during the sessions, addressing questions and doubts from the attendees about the presentation. This helped the attendees not only connect better with the speakers but also gain deeper knowledge and understanding of the sessions.

Also, thanks to the event EMCEE, Himani Agarwal, for managing the sessions and providing her thoughtful insights after each session.

Visit here to check out all the presentations and video content from Day 1.

Note: The CULytics Fall In-Person Summit is being hosted in person at Microsoft, The Commons, Redmond, WA, on August 22–25. 

Connect with us

Those who were present are the best to tell the whole story. So keep the conversation going by sharing your experience with the official hashtag #CULyticsSummit2022  Connect with us to know more about the events on LinkedInTwitter, and Facebook.

Join the mailing list to stay informed about all events.

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