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Credit Union Analytics Summit

Check out the video recordings, presentations and pictures from prior years Summits (2016 onwards).

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Discussions

Vendor

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

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 required to comply with Tele-Marketing rules.2. You can display a Disclosure for customers mentioning that they are Opting-in to receive a Call or Get an Email to help with the Application when they click "Next" on the application.What are your…

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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 24th 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 industries are rethinking their in-person conferences and replacing them with virtual events as personal safety concerns of their community are pre-eminent.  We’re following suit by adding a Virtual CULytics Summit in August as well as rescheduling…

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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 also the host of Credit Union Analytics Summit, which has now become the largest CU Analytics event of its kind. Looking forward for meeting you all.

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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 work through this unique situation. I am pleased to announce that we have confirmed the 2020 CULytics Summit will be rescheduled for August 24th through 27th.  Of course, there will be changes in logistics required by all of us and I hope there will…

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Started by Naveen Jain
2 Replies · Reply by Naveen Jain Mar 9, 2020
 
 

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