6 steps to a data-driven credit union

This practical guide offers a roadmap for savvy credit union leaders who understand that data and analytics will help their organization better serve both members and communities, plus improve financial performance. Based on best practices from data-smart credit union executives, you’ll learn how to:

  • Ensure your data is accurate, complete, up-to-date, secure and available where and when needed
  • Identify new analytics that can be introduced quickly, improve service and build support in the organization
  • Use data to build ROI in areas like branch operations, member retention and marketing
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