On-Demand Content

Workshop - Performance Measurements for Lending

In this workshop learn the key lending objective areas and then the process of defining small number of Key Performance Indicators that are aligned with those objectives.

Workshop - Performance Measurements for Marketing

As credit unions launch more and more marketing initiatives, the leadership team must monitor whether these initiatives are indeed delivering on the promises. In this workshop, we are going to explore the organizations' objectives and how your marketing initiatives can help accelerate them.

Workshop - Performance Measurements for Digital Services

As credit unions launch more and more digital initiatives, the leadership team must monitor whether these initiatives are indeed delivering on the promises. In this workshop, we are going to explore the organizations' objectives and how your digital initiatives can help accelerate them.

Workshop - Building a Data Analytics Strategy and Roadmap

Through this Workshop you will learn about the successes that leading credit unions are seeing using data analytics and how you can be one of them.

Workshop -How to Transform Your Marketing to Maximize Your Digital Growth Potential

Through this Workshop you willl get to work on transforming your Credit Union’s approach to marketing and sales by building a Digital Growth Engine. With the aid of helpful practical insights, you will be able to simplify your digital marketing strategies and improve marketing and sales systems. This workshop will empower you to maximize your digital growth potential.

StrategySessions from 2021

In this on-demand course go through the strategy focused sessions from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like, the importance of organizational transformation, analytics maturity, improving member productivity.

Data Centric Sessions from 2021

In this on-demand course go through the data centric sessions from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like, data transformation, data leverage, data governance etc.

Digital Strategy Sessions from 2021

In this on-demand course go through the sessions focused around digital strategy from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like, importance of digital technologies, digital transformation lessons, organizational readiness and analycal maturity.

Finance Sessions from 2021

n this on-demand course go through the sessions around finance from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like money movement and organizational transformation.

Marketing Sessions from 2021

In this on-demand course go through the marketing focused sessions from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like, member-product innovation, Member and Product Onboarding, strategic success etc.

Lending Strategy Sessions from 2021

In this on-demand course go through the sessions focused around lending strategy from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like, lending in challenging times and predicting loan chargeoffs.

Best Keynotes From 2021

In this on-demand course view the keynotes from the 6th Annual CULytics Summit, where some of the best industry speakers share their wisdom and knowledge around topics like,importance of digital technologies, digital transformation lessons, strategic success, metrics that matter and a look into growth options.

Workshop - Agility for New Age Member Centricity

The workshop will help Credit Union Leaders rethink how to shape their organization, leadership, and HR capabilities in the context of Future of Work.

Workshop - Practical, Engaging and Meaningful Performance Measurements

Learn to create a performance-driven organization by setting clearer objectives, outcomes and measurements at all levels of the organization.

Workshop - Data Visualization Techniques for Improved Analytics

Learn the different visualizations and how best to use them. Understanding different data types and how they dovetail with different visualizations is fundamental to building effective dashboards.

This workshop will provide a firm understanding of the science behind visualizations before moving into the practical application of different chart types and different scenarios.

Workshop - Create an On-boarding Strategy that Delivers Success

When a new member joins your organization, the onboarding process plays a critical role in keeping them engaged right from the beginning. It’s an opportunity for you to highlight what you offer new members, enabling them to be successful.

In this session, learn various onboarding methods and discover what is best for your members and your organization.

Workshop - Evaluating Marketing Automation Solutions

Are you looking for the right marketing automation solution that is right for your organization? What are the key factors that you should keep in mind when making the decision?

In this session, you are going to learn a proven structured way to define your requirements in DIY (Do It Yourself), prioritize them, and then evaluate various solutions that are available in the market.

Workshop - Developing your Data Analytics Transformation Strategy

The ever-growing volume of data challenges us to keep pace in ensuring that we use it to its full advantage. Unfortunately, often our response to new data sources, data types, and applications is somewhat reactionary. There exists a mis-perception that organizations have precious little time to consider a purposeful strategy without disrupting business continuity.

This workshop will cover the key elements defining data strategy.

Best Keynotes From 2020

In this on-demand course view the keynotes from the 5th Annual CULytics Summit, where some of the best industry speakers share their wisdom and knowledge around topics like,digital transformation, artificial Intelligence, strategic agility and retail financial outlook during covid-19.

Best Transformation Stories From 2020

CULytics offers an on-demand course around the best Transformation Stories from 2020, where some of the best industry experts will be sharing their stories around transformation. They presented this as part of the Transformation Challenge at the 5th Annual CULytics Summit.

Workshop - Evaluating Data Warehouse and Business Intelligence Solutions

Are you looking for the right data warehouse and business intelligence solution that is right for your organization? What are the key factors that you should keep in mind when making the decision?

In this two- part workshop, we are going to share with you a proven structured way to define your requirements in DIY (Do It Yourself), prioritize them and then evaluate various solutions that are available in the market.

Workshop - Redefining The Branch Experience; What Functions Does A Branch Need To Deliver

Credit Union Branches plays an important role in serving their customers. But with a changing scenario, there is a need to redefine the branch experience strategy for the Credit Union members.

In this two part workshop we will discuss how to take a step and what all needs to be done in bringing these changes.

Workshop - Adapting your Underwriting and Loss Forecasting Models to COVID-19

With an increasing credit flow, the usual approach of existing underwriting criteria will not work.Be a part of this two part online workshop that will help you learn to adapt your models to unprecedented times.

Workshop - Driving Data Governance Practice

Managing and governing your data effectively and efficiently is a challenge for every organization and their executives. This six-part on-demand workshop will help you learn to classify and manage your data as well as understand the policies and procedures for approving data access.

Workshop - Measuring What Matters

This six-part on-demand workshop will help create value-driven teams and transforms how credit unions work in unison with all the efforts being directed towards the initiatives that matter for the overall success.

Marketing Transformation Case Studies From 2020

CULytics offers an on-demand course around best Marketing Transformation Case Studies from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

Organizational Transformation Case Studies From 2020

CULytics offers an on-demand course around best case studies on Organizational Transformation from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

Channel Transformation Case Studies From 2020

CULytics offers an on-demand course around best Channel Transformation Case Studies from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

Building Strong Data Analytics Practice Case Studies From 2020

CULytics offers an on-demand course around best case studies on Building Strong Data Analytics Practice from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

Finance And Risk Management Case Studies From 2020

CULytics offers an on-demand course around best Finance and Risk Management Case Studies from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

Fintech Pitch Session from 2020

CULytics offers an on-demand course around the demo sessions from some of the best Fintech Pitch Solutions. These Solutions Present themselves as part of Fintech Pitch Session for 5th Annual CULytics Summit.

Marketing Automation Solutions Demo

Tune in and experience demos from the most innovative marketing automation solution providers. It is the best way to discover the solutions you need to understand without leaving the comfort of your home office.

Data Warehouse and Business Intelligence Solutions Demo

Tune in and experience demos from the most innovative data warehouse solution providers. It is the best way to discover the solutions you need to understand without leaving the comfort of your home office.

Best Transformation Stories from 2019

CULytics has bought an on-demand course around the best Transformation Stories from 2019, where some of the best industry experts will be sharing their stories around transformation.

Leaders from Credit Unions like StMary's Bank Credit Union, Virginia Credit Union, Vibrant Credit Union, Topline Federal Credit Union among others are sharing their best transformation initiatives.

Fintech Pitch Session from 2019

CULytics offers an on-demand course around the demo sessions from some of the best Fintech Pitch Solutions. These Solutions Present themselves as part of the Fintech Pitch Session for Credit Union Analytics Summit 2019.

Best Case Studies Sessions from 2019 Summit

CULytics has bought an on-demand course around best case studies sessions from 2019, where leaders from credit unions will be sharing their best practices that will benefit you by working towards the proven methods.

Best Keynotes of 2019

CULytics has bought an on-demand course around best Keynotes from 2019, where some of the best industry experts will be sharing their stories around transformation.

Best Keynotes from 2018

CULytics offers an on-demand course around the best Transformation Stories from 2018, where some of the best industry experts will be sharing their stories around transformation.

Best Transformation Stories from 2018

CULytics offers an on-demand course around the best Transformation Stories from 2018, where some of the best industry experts will be sharing their stories around transformation.

Best Case Study Sessions from 2018

CULytics offers an on-demand course around the best Transformation Stories from 2018, where some of the best industry experts will be sharing their stories around transformation.

Consumer Lending Case Studies

Credit Union executives love when they get an opportunity to learn from their peers in the industry. The practical insights that they receive from other credit unions ensure that they are investing their resources in applying the proven methods

CULytics has bought you a case-study course on consumer lending that includes case studies from the most progressive credit unions like, First Tech FCU, Our Community CU, WSECU among others.

Finance Case Studies

Finance is an important part of any organization and for a financial institution, there are several things to be taken care of when it comes to managing finance. What's better than an opportunity to learn these planning directly from your peers?

Through this on-demand session on finance, get the best case study stories about credit unions like First Tech FCU, Alliant CU, and Southpoint Financial CU among others.

Data Warehousing Case Studies

Managing large data is very important for any organization. But it is challenging when it comes to understanding data warehouse techniques. What if you could actually learn how your peers are managing their data, and then invest the resources accordingly the proven methods.

With this in mind, CULytics has bought you a case-study course on a data warehouse that includes case studies from the credit unions like, Sound CU, Capital CU, St. Mary's Bank among others.

Credit Card Case Studies

Credit card business is a risk-taking job. Institutions need to constantly keep a check on credit risk from the expected revenue and the expected loss.

To help financial institutions with this, CULytics has brought a cases-study course around credit card transformation, which includes case studies from different credit unions like First Tech FCU, SAFE CU, WSECU, and Vibrant Credit Union, among others. These sessions will provide you the perspective of how these credit unions are managing their credit card strategies.

Marketing Transformation Case Studies

Marketing is an important factor for any business. With development and advancement in technology, organizations are looking for a new approach for marketing.

CULytics has bought together a course around marketing transformation case studies, where leaders from credit unions like BECU, Partners CU, Dupaco Community Credit Union, and Veridian CU among others will be sharing their marketing practices that will benefit you by working towards the proven methods.

Digital Marketing Case Studies

With digitization, marketing has become more personal than before. It is more about emotional engagement, social messaging, customized, and personalized content than features alone. Organizations need to understand the customer’s needs and how to reach them in a most efficient manner.

These case studies around digital marketing from the credit union leaders will help you understand your digital marketing initiatives, and provide you guidance on how to manage your strategies.

Strategy Case Studies

What is your strategy when moving towards digital transformation. We have compiled some case study stories from different credit unions like First Tech FCU, ORNL Federal Credit Union, and other financial institutions that will help you with your strategic initiatives in your journey towards digital transformation.

Branch Transformation Case Studies

Retail banking is changing very fast with more technology savvy members and more capabilities being offered by digital banking platform. How is your credit union coping up with these changes?

This on-demand session on branch transformation includes some of the best case studies from credit unions like - SafeAmerica Credit Union and Vibrant Credit Union. These sessions will benefit you with your transformation journey.

Member Engagement Case Studies

Credit Unions aim to achieve greater levels of member engagement from their members. With the rapidly changing their industry, they need to align their people, processes, and technology in order to increase their member engagement.

This session of member engagement case studies includes practical insights from credit unions leaders that share ways to make your members more engaged.

Data Analytics Strategies Case Studies

Strong data analytics practice has become imperative for the success of financial institutions. CULytics has created this on-demand session on data analytics where leaders from different financial institutions share their data analytics practices that they have applied in their organizations.

Cultural and Organizational Transformation Case Studies

In their digital transformation journey, financial institutions need to go through certain organizational changes so that their business and members are not impacted by the change.

CULytics has bought together case studies around cultural and organizational transformations from the Suncoast Credit Union and First Republic Bank that would help your institution transform as per the new changes.

Data Governance Case Studies

The data governance stewardship is fast-growing, and it’s often challenging to efficiently keep a track of all your data. We have compiled some case studies from several financial institutions that would help you in a better understanding of the data governance and how to classify and manage your data as well as understand the policies and procedures for approving data access.

Automation Case Studies

In order to manage the work efficiently, credit unions need to have automation on their side. Automation tools help credit unions become more agile. This case study course by CULytics around automation that explains the role of automation in transforming the business of finance.