Consulting

• Credit unions turn to CULytics Consulting to drive successful outcomes in their pursuit of data transformation.

  We are a community-based consultancy committed to helping credit unions get the most out of their investment in data analytics.

  ---

• Our consulting services are targeted at key pain points across data and digital, and we strive to empower credit union teams to reach greater heights in the pursuit of their objectives. CULytics has invested in the success of the credit union community by embracing its ideals and charting a path toward a brighter future for all.

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.

We Are Different

CULytics consulting is different. Our focus is to partner with you as a trusted advisor to deliver holistic business value in a vendor-agnostic manner. We do not offer or resell technical consulting products; therefore, our sole objective is your success. Not only is our engagement methodology effective, but the results will likely pay for themselves many times over. We bring our proven methodology and experience from leading the data analytics practice as VP of data analytics at a large credit union, successful work with many credit union clients, and expertise gained from years of the cutting-edge data transformation experience.

• 

  Wholistic Business Value Focused View

• 

  Vendor Agnostic
  Approach

• 

  Practical Advice

Our Practice Areas

Data Analytics & Governance

Building a data analytics practice within your credit union can be difficult, and your organization's path to success can be as unique. However, unlocking value from your existing investment or, for some, just getting started is the challenge that deserves attention.

Whether your challenge is building a data analytics practice from scratch, introducing data governance, developing a roadmap, evaluating, procuring a data analytics technology stack or selecting the right solution, CULytics can help.

Data Analytics Program Annual Checkup

Data Analytics Program has the potential to be a game-changer and a key differentiator for a business, but only if the leadership team ensures the program is maturing, there are no blind spots that will limit them in the future, etc. However, it requires a considerable financial investment and has a high degree of risk because of the industry-wide failure rate of more than 50%.

CULytics has designed an Annual Checkup of your data analytics program. This is a comprehensive assessment that will examine the complete data analytics program, from strategy to execution to business outcomes, and give you targeted, actionable areas to focus on for the upcoming year.

Supporting organizations and delivering tangible value at each stage of their analytics journey with affordable plans based on CU asset size. Click Here to get more details about the Annual Checkup.

Alignment, Measurement & Monitoring

Peak efficiency can be an elusive target for an organization. Strategic goals and objectives, however painstakingly crafted, may not be clearly understood or internalized by the organization. On occasion, the sheer number of initiatives and projects competing for resources or mind share can be overwhelming.

We help your team diagnose the problem and then discuss the potential solutions to align the organization with strategic priorities, key objectives, and KPIs. We also support developing solid monitoring and reporting processes that can unlock your organization's efficiency, now and long into the future.

Our Customers

Testimonials

• 

• 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

•