• Data Analytics Strategic Consulting for Credit Unions

  CULytics Consulting helps credit unions accelerate their data analytics journey with a sharp focus on real-world outcomes. Built by credit union leaders for credit unions, our consulting offerings combine hands-on industry experience, deep analytics expertise, and a practical, execution-first approach.

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• We don’t deliver theory or generic frameworks. We help you prioritize what matters most, realize ROI from data faster, and make better, more confident data-driven decisions — whether you’re standing up your data foundation, scaling governance, operationalizing analytics for growth, or preparing for AI.

Our Process

Our consulting engagements are designed to accelerate outcomes — not prolong analysis. We focus on what matters most, meet your credit union where it is today, and quickly translate insight into action. Every engagement is grounded in real-world CU experience, a maturity-based lens, and a relentless emphasis on ROI, better decisions, and measurable business impact.

Our approach moves through four clear phases: Discovery, where we assess your current state, readiness, and highest-impact opportunities; Analysis and Roadmap, where insights are synthesized into a prioritized, business-aligned plan; Strategic Alignment, where leaders align on priorities, governance, metrics, and quick wins; and Analytics Accelerator, where we launch execution, stand up governance, and drive early results through high-impact use cases and a 180-day action plan.

Why We Are Different

At CULytics, we stand apart because we focus relentlessly on outcomes, not just analysis. First, our services are built by credit union leaders for credit unions, ensuring every recommendation is grounded in real-world experience. Second, we deliver actionable, prescriptive insights that your team can execute immediately, turning data into measurable business impact. Third, we provide a collaborative, education-focused approach, mentoring your staff and creating the capabilities to sustain growth, governance, and analytics success long after the engagement ends.

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  Built By Credit Union Leaders

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  Actionable, Prescriptive
  Insights

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  Collaborative, Education-Focused Approach

Our Practice Areas

Accelerate Your Data Analytics Roadmap (with AI Built In)

A fast, focused path from strategy to measurable outcomes.

This engagement is designed for credit unions that want clarity, prioritization, and momentum — without years of trial and error. We help you accelerate results by aligning analytics and AI initiatives directly to business goals, with a clear focus on ROI and execution.

You’ll receive a prioritized, 24 month roadmap built from executive interviews, current state assessment, and analytics/AI maturity analysis — all broken into practical 180 day action waves your team can actually execute.

 

Governance That Scales With Growth

Examiner ready. Executive friendly. Built for real life.

Our Data Governance Jumpstart creates a practical foundation that enables better decisions and accelerates the analytics journey. Designed specifically for credit unions — and especially critical as assets approach or exceed $10B — this engagement brings structure, clarity, and confidence.

We deliver a clear governance charter, defined roles and responsibilities, a detailed framework, and a concrete task plan your team can put into action immediately.

Always On Analytics Advisory

Turn insights into action — month after month.

The Analytics Accelerator Retainer provides ongoing, hands on guidance to help credit unions maintain momentum and continuously convert data into business impact. Through monthly touchpoints, we help prioritize analytics backlogs, design and build high value data structures and dashboards, mentor internal teams, and track results tied to growth, efficiency, and risk reduction.

This real world model has supported multi million dollar revenue gains and loss avoidance for prior clients.

Make the Right Enterprise Data Warehouse Platform Decision

Build vs. buy — with confidence and clarity.

This engagement helps credit unions cut through vendor noise and internal uncertainty when evaluating their data warehouse or analytics platform.

We assess your current environment, benchmark it against proven maturity models, and guide you through platform selection with highly prescriptive recommendations — focusing on the infrastructure and transformed data that drive the greatest value.

The process result will deliver the best is a defensible decision and a practical roadmap forward.

From AI Curiosity to AI Confidence

Identify high value use cases without unnecessary risk.

Our AI Readiness & Use Case Sprint helps credit unions move forward with AI safely and strategically.

We assess readiness and risk, define guardrails, and identify high impact, low risk AI use cases across operations, development, call centers, marketing, and analytics — with clear guidance on implementation considerations and pitfalls to avoid.

 

Testimonials

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• Partnering with CULytics has been transformative for our organization. They’ve helped us identify crucial KPIs and implement a strategic framework that prioritizes projects, navigates vendor relationships, and drives executive alignment. As a result, we’ve seen stronger member engagement and significant revenue growth.

  Michael George

  SVP/Chief Marketing, Innovation and Advocacy Officer,
  Valley Strong Credit Union

• Credit unions today face tremendous competitive pressure and turbulent market conditions. In response, smart leaders leverage the expertise of trusted external partners to develop solutions. A prime example is our relationship with CULytics. They work seamlessly as part of our team to advance our digital transformation and data analytics strategies. They are knowledgeable, objective, and effective. I recommend CULytics highly!

  Joe Mirachi

  President/CEO,
  Launch Credit Union

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