Don’t Leave your Data to Amateurs

Financial institutions own tremendous amounts of data that can provide valuable insights. How many FIs are taking advantage of this data for their strategic planning, decision-making, or marketing? Data utilization is not just about mining for shiny objects; it’s also about collecting, aggregating, cleansing, reporting, visualizing, and creating “I think” to “I know” because the…

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Great 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…

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Three Must Haves in your Strategic Plan

As you move into our strategic planning and budgeting cycles, there are three must-haves when crafting a prosperous future for your credit union: A Plan for Transformation:  Strategic Plans should be designed to transform the organization. If the culture is, “If it ain’t broke, don’t fix it,” then don’t waste your time and money doing…

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