Beat Recessionary Fears Through the Power of Analytics
Rising rates and perceived economic instability may be causing your members stress, but you can let them know that your credit union still has the power to encourage growth and prosperity. Utilizing data analytics, your credit union can glean strategic insights that will allow you to help your members and your community.
How to Effectively Use 3rd Party Data
Data is one of the best tools available to credit unions. It can allow you to identify your credit union's most profitable new members, promote products to a more receptible audience, and even identify those members most likely to leave the credit union. But in order to get the most out of your data, it may be necessary to invest in 3rd party data or resources. Once your credit union acquires these 3rd party resources, how is it incorporated into your existing warehouse? Join us as we discuss incorporating 3rd party data into your existing data warehouse.
Panel: Answering Cloud Migration's Most Perplexing Questions
No two credit unions are the same, and every cooperative is on a distinctive path to digital transformation. One of the most significant milestones along that journey, cloud adoption, continues to generate questions and raise issues. This panel of credit union technology leaders will share some of their own experiences, letting attendees in on the secrets of cloud migration, what works and what doesn't, which expectations to let go of and which to lean in on. The conversation will include audience members as well, inviting them to ask panelists how they navigated some of the more perplexing aspects of cloud migration.
Making it Personal: Leveraging Data and Technology to Deliver Hyper-Personalized Banking Experiences
Member expectations for hyper-personalization are shaped by everyday digital experiences, from pre-filled forms to customized card rewards. Credit unions, which are next-level experts at building relationships in-person, must now evolve personalization strategies of the past for the digital era. Data-driven personalization is the way forward. Significantly enhancing experience, improving engagement, increasing retention and driving revenue growth, it's a tactic deployed by some of the world's greatest brands. This session will focus on how credit unions can leverage data analytics and advanced/modern technologies to do the same, delivering relevant offers and personalized digital experiences that meet members’ unique needs.
Is Your Credit Union Prepared for Disaster? Leveraging the “As a Service” Model for Business Continuity
Of the many business accelerators made possible by the cloud, the as-a-service model is one of the most impactful. Now joining the anything-as-a-service (XaaS) movement are two vital business continuity programs—backup programs and disaster recovery planning. Join Trellance Director of Disaster Recovery Katie Bailey, and Director of Business Continuity Planning, Tim Daugherty for a discussion on how the availability of these cloud-based solutions can help credit unions improve their disaster preparedness and overall compliance strength. In addition to discussing the people, processes and technology elements of Backup as a Service (BUaaS), Disaster Recovery as a Service (DRaaS) and Business Continuity Planning (BCP), Baily and Daugherty will share real-life stories of gaps found—and patched—during post-pandemic disaster recovery testing with credit unions.
The Triple-Decker Data Stack: Optimizing People, Processes & Technology
Designing highly personalized, digitally elegant experiences for today’s credit union members calls for a delicate balance of three ingredients: People, processes and technology. Each requires its own strategy, yet alignment between the three elements is critical. Join Trellance's own Dan Price and Steve Kass to hear real stories of credit union transformation, learn a few implementation tricks of the trade, and discover insights on what the future holds for the triple-decker data stack.
The Essential Role of Data Quality for Better Analytics
As the banking industry deploys increasingly powerful technologies like Predictive analytics and AI, technologies that both rely on big data availability, it's more important than ever to keep an eye on data quality. Join us for this interactive session honing some practical examples on how credit unions should position and address the data quality challenge.
B.I.G. Framework of Predictive Analytics for Your Credit Union
How do you put Predictive Analytics in action and drive results? Follow the Build, Implement and Grow framework! How do you get Predictive Analytics working for you? How do you create an effective use case? Credit Unions share their lived experiences.
Transitioning to Digital Channels and Leveraging Data to Choose What Happens Next
We live in an increasingly digital world and our members are no different. By using data-centered approach to assess the ongoing successful Transition to Digital Channels, our findings revealed interesting results, including a minimally-disruptive branch closure.
Are Those Primary Financial Relationships Really Profitable? Let's Find Out.
Pursuing primary financial relationships with more members is a worthy initiative. However, it's important to consider that not all PFRs are created equal. Join us for an interactive discussion on first identifying, then maintaining profitable PFRs. The session will look at data-fueled marketing strategies and tactics that leverage data and technology and the people-over-profits mindset to retain and deepen relationships with contributing members. In addition, the presenters will share real-life stories of profitability initiatives that work, as well as the right product mix for optimal PFR programs.
Dashboards and You: Nurturing New Members for Greater Profitability
Onboarding and nurturing new members is crucial for credit unions. Learn how to create dashboards that are essential for executives to track trends in new members, such as identifying products opened, loans versus deposits, SEG groups and purchases. By parsing the membership information by age, generation, balance and more, your credit union will have the tools to empower decisions.