Welcome to the next phase in your data
and digital transformation journey!
Take these self-assessments
to discover where your credit union is
and determine the next steps for progress.
When member join 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.
Attend this two - part workshop, where we will discuss various onboarding methods and discover what are best for your members and your organization.
This workshop will look at the different visualizations and how best to use them. You will also understand different data types and how they dovetail with different visualizations is fundamental to building effective dashboards.
These workshops allowed us for greater alignment of strategic initiatives to tactical business unit initiatives.