About this Workshop
There are 100's of data points and ratio's that can be measured and tracked when we think about lending. However, as we know what really matters is whether you and your organization can move towards the target state and can these metrics help you measure and monitor the progress and strategize.
In this workshop we are going to discuss the key lending objective areas and then the process of defining small number of Key Performance Indicators that are aligned with those objectives.
What you will learn
- Gain a better understanding of lending analytics programs.
- Learn how good performance measurement can improve results.
- Learn the role of data analytics in lending programs.
- Learn the best practices for implementing lending metrics programs.
Bob provides guidance to CULytics member organizations in developing and implementing digital marketing programs, leveraging data to drive improved organizational performance and developing data management programs to ensure good governance and compliance. He design and deliver workshops and lead in depth consulting engagements to ensure credit unions achieve success with their digital and data driven initiatives.