All Discussions

Do you think calling back Members to help them complete an Abandoned Application should comply with Tele-Marketing rules?

My Take:

1. Calling back customers to help open the account is a Service Call and not a Sales or Marketing Call. So it is not requ

Started by Rajesh Patil

4 Replies · Reply by appledevice Nov 13, 2020

CU Employee CULytics Founder

2020 CULytics Summit is being re-imagined as a Virtual Summit

This is to announce that the 2020 CULytics Summit, currently scheduled for August 24^th in Redmond, Washington will be re-imagined as a Virtual CULytics Summit that same week.

As you’ve probably noticed, in light of the pandemic, companies across many

Started by Naveen Jain

0 Replies

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 al

Started by Naveen Jain

85 Replies · Reply by Susan Tannahill Mar 17, 2020

CU Employee CULytics Founder

2020 Summit Rescheduled from Mar-2020 to Aug-2020 FAQ

To my Colleagues and Supporters of the 2020 CULytics Summit;

At this point, I’ve heard from a number of you in response to our process of re-planning the 2020 CULytics Summit. I would really like to say that we appreciate everyone’s support as we wo

Started by Naveen Jain

2 Replies · Reply by Naveen Jain Mar 9, 2020

CU Employee

Data Warehouse vs. Data Lake

Good morning CULytics Community,

Has anyone recently made a decision to implement a solution between these two data aggregation architectures? I would love to hear the community's opinion, for or against, either of these solutions.

Thanks in advance f

Started by Jae Lee

2 Replies · Reply by Rakesh R Naidu Oct 12, 2018

CU Employee

How to calculate Return on Marketing Investment for Checking Accounts

Hello fellow peers. I was wondering if any of you has calculated Return On Marketing Investment For Checking Accounts?

Thank you,

Milena

Started by Milena Khostikyan

3 Replies · Reply by Naveen Jain Aug 28, 2018

Visual Customer Insights with Adobe Analytics Activity Map

rowing up, I often enjoyed playing flight simulators on my family’s computer. My personal favorite was one that put the player in the cockpit of a powerful fighter jet called the F/A-18 Hornet. The Hornet was sleek and fast, and I loved to kick on th

Started by Bargavi Kalla

1 Reply · Reply by Naveen Jain Aug 22, 2018

CU Employee CULytics Founder

Data Driven Journey Keynote at COOP THINK18

Here are some of the case studies that were mentioned at Data Driven Journey Keynote at COOP THINK18.

Credit Line increase for First Tech Fed Credit Union - https://culytics.com/articles/2018-case-studies-consumer-lending-analytics
CULytics Analytic

Started by Naveen Jain

0 Replies

CU Employee

Reporting Tools

I am looking for data visualization/reporting feedback. We currently use SSRS and Spotfire. We are exploring PowerBI and Tableau. Does anyone use PowerBI or Tableau and have positives/negatives or any suggestions?

Started by Travis Jones

5 Replies · Reply by Dan Price, CPA, CFA May 5, 2018

CU Employee Community Chair

Geocoding database

How many of you use Geocoding database for any geo mapping analysis? What tool or third party data service have you use to help with this info?

At the CULytics Summit, I noticed the presentation from Jon Voorhees, had geo mapping from ESRI. Other ava

Started by Hemanth Gangaram

0 Replies · Reply by Dale Davaz Apr 16, 2018

CU Employee

Using OnApproach Solution

I was hoping to hear feedback from those that have investigated and purchased the OnApproach solution.

I'm interested in hearing the success and pain points.

Some things we have yet to ask them; maybe you can shed light on is what about subject area

Started by Robert Horton

2 Replies · Reply by Russ Peters Apr 6, 2018

Vendor

Geocoding

What service providers are you using to append geocode to your member address information?

Are you geocoding to the street level?

Started by Larry Guayante

4 Replies · Reply by Larry Guayante Mar 27, 2018

Vendor

Consumer Banking Transaction Data - Citibank Announcement

Hi All - curious to groups thoughts on the evolving nature of consumers sharing their online banking credentials with others for screen scraping activities - in exchange for being offered alternative financial services, quickly onboarding at another

Started by Donnie Price

2 Replies · Reply by Donnie Price Mar 26, 2018

CU Employee

Strategy Creation

At the summit last week, there were many good ideas for first projects. We are working towards our first project, but it seems we shoudl first formalize our "strategy". Those short and long term items and goals.

Has anyone created a document like this

Started by KURT T SCHMIDT

2 Replies · Reply by Naveen Jain Mar 23, 2018

CU Employee CULytics Founder

What are the top blogs and sites for banking and CU innovation?

What are the top blogs and sites that you follow to be on top of the latest innovations in banking and CU space?

Here is what I follow

Started by Naveen Jain

2 Replies · Reply by Russ Peters Mar 22, 2018

CU Employee

Is there a Common Credit Union Data Model for Members, Accounts and Transactions?

Is there a common Credit Union Data Model available that contains Members, Accounts and Transactions?

Started by Hawes

8 Replies · Reply by Medhavi Singla Mar 20, 2018

CU Employee

Summit 2018 was a success!

Even though I didn't hand out near enough business cards, it was great talking to many of the attendees and listening to all the sessions. Seemed very balanced and informative. The flow was very smooth, breaks were perfect, food was very tasty and

Started by Russ Peters

1 Reply · Reply by Naveen Jain Mar 16, 2018

CU Employee

Net Promoter Score

Hi all,One of our strategic initiatives in 2018 is centered around the member experience and finding a way to gauge member satisfaction and brand loyalty across multiple channels (branch, call center, mobile, etc.). We are in the process of researchi

Started by Brett Sturgeon

2 Replies · Reply by Jeff Greatorex Mar 2, 2018

CU Employee

Business Intelligence Analyst Opportunity

My company, Red Canoe Credit Union is looking to immediately hire a full-time Business Intelligence Analyst based in southwest Washington. Review the job description and apply here: http://bit.ly/2C0Y0Tw

Email careers@redcanoecu.com with any question

Started by Russ Peters

0 Replies

CU Employee

Error Resolution

Greetings from Suncoast Credit Union in Sunny Tampa Florida. I’m Steven Simpson and am VP of Strategy & Innovation. The purpose of this discussion is to seek feedback, opinions and collaboration regarding “error resolution” in CIP / new member openin

Started by Steven Simpson, PhD

0 Replies

All Discussions (49)

Do you think calling back Members to help them complete an Abandoned Application should comply with Tele-Marketing rules?

2020 CULytics Summit is being re-imagined as a Virtual Summit

Introduce Yourself

2020 Summit Rescheduled from Mar-2020 to Aug-2020 FAQ

Data Warehouse vs. Data Lake

How to calculate Return on Marketing Investment for Checking Accounts

Visual Customer Insights with Adobe Analytics Activity Map

Data Driven Journey Keynote at COOP THINK18

Reporting Tools

Geocoding database

Using OnApproach Solution

Geocoding

Consumer Banking Transaction Data - Citibank Announcement

Strategy Creation

What are the top blogs and sites for banking and CU innovation?

Is there a Common Credit Union Data Model for Members, Accounts and Transactions?

Summit 2018 was a success!

Net Promoter Score

Business Intelligence Analyst Opportunity

Error Resolution

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