Medhavi Singla's Articles

Medhavi Singla's Articles (187)

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Adoption of Analytics Through Multi-Tier Education Process

Broad scale adoption and continued usage of analytic solutions throughout an organization, regardless of their quality, cannot necessarily be assumed. There are numerous reasons and barriers as to why team members may not use dashboards or predictive

Catalyzing Change: The Evolving Role of the Marketing in Credit Unions

The modern credit union landscape requires marketing to wear multiple hats and play a crucial role in driving the success of their organization. As credit unions become more data-driven and digitally savvy, CMOs are expected to share insights and lea

Using Data to Drive a Better Digital Experience

Data and digital has the power to transform the way credit unions do business, but many organizations struggle to fully leverage its potential. In this session, we will delve into the various ways in which data & digital can be used to drive credit u

Overcoming the Top 5 Challenges in Implementing and Maturing Credit Union Data Analytics Programs

In this session, Bob Little will discuss the top 5 challenges that credit unions face when implementing or maturing their data analytics programs. He will share insights and best practices to help credit unions overcome these challenges and achieve s

The Forces Shaping the Credit Union Digital Landscape

With a rapidly shifting digital landscape, where increasingly all parts of Credit Union's value chain is at risk from both expected and unexpected sources, what are the key trends and challenges Credit Unions face and how can they take advantage of s

Unlocking member data in real time to drive personalized experiences with Finalytics.ai

Data Analytics Program Essentials: Key Nuggets for Success

This session will focus on the key nuggets necessary for building a successful data analytics program. The panelists will provide valuable insights into the essential areas that must be considered when implementing a data analytics program, including

Transformative Big Data Use Cases to Accelerate Your Success

This session discusses a very innovative, pragmatic, and successful case study from another industry. This business quickly aligned a consumer’s preferences, related product associations, and an annualized needs calendar to create a series of interac

Leading the Charge: Driving Digital Transformation in the Credit Union Industry

Digital transformation is a critical priority for credit unions to stay relevant and competitive in today's fast-paced business landscape. As the financial industry shifts towards digital channels, credit unions must adapt their operations to meet th

Coastal’s Growth Journey

Performance Management Dashboards for Retail

The introduction of Tableau to the Retail network provided real-time performance management dashboards, eliminated need of one full time employee (FTE), and established proof of concept on how Tableau would drive data literacy across the organization

Garnishment Optimization: Mind and Machine

Some business tasks are time consuming but are necessary as part of a larger process. In this session, we will explore how Modeling and Robotic Process Automation (RPA) were used together in taking a manual process at Virginia Credit Union, Garnishme

Building A Major Enterprise Power BI App for Credit Card Portfolio Analytics

In this session, Bill will share his experience building the an enterprise Power BI app for credit card portfolio analytics. The app is over 25 pages long, covering a wide range of reporting items such as macro portfolio summaries, branch summaries,

Balancing Fraud Prevention and Member Convenience: A Data-Driven Approach to Mobile Check Deposit Limits

In this session, Jason will present their credit union's innovative approach to mobile check deposit limits. By developing a model that evaluates and scores customers daily, the credit union is able to provide dynamic, custom limits that balance frau

The Future of Credit Union Branching: Insights and Strategies for Success

The role of credit union branches is evolving in the digital age, and credit unions must adapt to stay competitive. As routine transactions migrate to digital channels and branch traffic declines, how does the role of the branch evolve? In this sessi

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