Big Data
Preparing Your Culture Ready for Data Analytics
When most of us think about data, we think about numbers, charts, graphs, and reports. However, we need to talk about CULTURE. Collecting, aggregating, normalizing, manipulating, and presenting data seems to consume the conversation. However, here is the question we need to ask ourselves, “Is our culture ready to become truly data-driven?” Too often organizations…
Read MoreData-Driven Marketing – A Primer
For marketers today, it was essential to bring to light how the Marketing team will provide offers to members as it’s a significant change to our traditional methodology. The new approach is designed to provide improved, more consistent and more relevant product offers using the wealth of data from our core and your ancillary systems…
Read MoreYour Digital Strategy is Probably Wrong
Competing in the digital space is getting more difficult and more and more essential to the credit union’s sustainability. Chances are, your current digital strategy is missing these five things. Organizational Alignment – most credit unions have all their data in silos. IT is doing one thing, marketing another, branches another, call center another, remote…
Read MoreCMOs Need to Measure and Analyze the Data!
The CMO is faced with a constant challenge to prove the value of their marketing efforts. The channels we use continue to grow, the technology continues to innovate, and the consumer expects more personalization and customization of offers than ever before. To be successful, CMOs must collect, segment, analyze and visualize the data to create…
Read MoreGreat Endings yield Great Beginnings
Change is in my DNA. We don’t need to face change; we also need to embrace change. If you feel your credit union or CUSO needs to look at change differently and would like the steps to implement change, my core competencies include the following:Digital transformation – building a digital strategy, the tactics, the organizational…
Read More6 Steps to Transforming Your Credit Union for the Digital Economy
The digital economy is a new world order where their digital profiles and personas are directing consumer behaviors and buying decisions. The digital economy will lead them to products and services, special offers, activities, and events based upon recommended by these profiles and personas. It’s not a matter of if or even when it is…
Read More7 Steps to Transforming your Credit Union to a Digital Economy
It’s not a matter of if or even when, it is happening now. PNC, Wells Fargo, Key Bank, BofA, and Chase are experimenting with digital transformation now. What does your credit union/bank need to do to stay relevant in a digital economy? Create a digital strategy – This isn’t about SEO, SEM, websites, email, FaceBook,…
Read MorePreparing your Credit Union for Disruption video
Seeking Call Center Excellence?
Call centers are driven by data and key performance measures. Setting those KPMs is both the challenge and the opportunity. One measure I frequently find for call centers is abandon rates. The averages I typically see are 5-8%. But, be careful of measuring yourself against peers on this measure because if you are just a…
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