Research & Insights


Quiz: Is Your Financial Factory Running at Peak Performance?

As credit union CFOs help guide colleagues and board directors through the different phases of the pandemic, maintaining financial excellence will enable greater flexibility, creativity and purpose-driven decision making. Nikole John, Analytics Program Analyst, explores three questions to ask to keep your financial factory running at peak performance.

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COVID-19 Heightens Need for Symbiotic Sales and Service

If consumer demand for speedy innovation was high before COVID-19, it's off the charts now. Learn why sales and service must be strategically intertwined to deliver on credit union promises.

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The Domino Effect of 'FOMO No More'

Our series "8 Minutes with AdvantEdge Analytics" is a collection of eight-minute (or less) reads featuring brief interviews with our top thinkers on trending topics in the credit union space. In the third post in the series, Stephen Arnold, our Vice President of Customer Delivery & Business Management, shares why analytics will be a critical competency for credit unions as they work to sustain relevancy with the generations of people whose lives have been fundamentally altered by the global response to COVID-19.

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Analytics Tech Lightens the Load of Morning Chores

As credit unions have grown both in size and scope of services, the stacks of reports finance executives must weed through has only grown larger. In this blog post, our Vice President of Product Management Brian Bodell explains how the ability to see a credit union’s daily financial performance eases strain on decision-makers during COVID-19.

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The Closest Humans Get to Seeing the Future

In this next in our series of interviews with AdvantEdge Analytics thought leaders tackling trending topics in the credit union space, Client Strategy Consultant Benito Santoro offers insights on agility and being ready to adapt quickly to change – whether it’s a fintech competitor or a global pandemic.

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Designing Member Relief Strategies for the Next Stage of COVID-19

With the help of data analytics and the insights it generates, credit union decision-makers will be in a much better position to help members navigate the winding road ahead. Keith Dunlap, our Managing Director of Sales, shares how simple analytics strategies make planning through uncertainty possible.

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Establishing Risk Tolerance in the Face of COVID-19 Ambiguity

Before a credit union can prudently determine how much support it can offer members during these challenging times, leaders must first step back and take the time to establish an adjusted risk tolerance. Analytics Performance Analyst Nikole John shares how to lead with compassionate values while leaning on analytics skill.

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Changing into Our Work PJs: Maintaining the CU Difference Even as We Distance

In this first in a series of interviews tackling trending topics in the credit union space, Client Strategy Consultant Daragh Fitzpatrick offers insights on delivering human-centric personalized service while also maintaining a safe social distance.

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How to Use the Data You Already Have to Help Members Cope with COVID-19

Several data sources, accessible to most credit unions, are well-suited to deliver actionable member intelligence for identifying and helping members challenged by pandemic-related disruptions. In this article, Emily Engstrom, our Director of Client Success, explores three data sources that stand out as most accessible and insight-rich.

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It’s Not the Data. It’s What You Do With It.

Speaking from his experience at auto industry disruptor Carvana, our Managing Director of Sales, Keith Dunlap, shares how tech companies often do an outstanding job turning rudimentary data into incredible, almost wizard-like insights.

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6 Ways to Protect Member Data in a Remote Workplace (That Don’t Require IT Support)

As more credit union staff work from new environments, safeguarding member data and privacy is paramount. Discover best practices for securing your personal space from a cybersecurity and work-from-home expert.

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Inspiration and Courage to Forge Ahead During Turbulent Times

The 2020 Herb Wegner honorees – Teresa Freeborn, Maurice Smith and John Fiore – represent everything that’s right with the credit union movement.

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The Science of Creating Better Member Experiences with Analytics

On its own, data is just that – minuscule bits and bytes of information. When brought together with analytics technology, however, once-disparate data sets generate insights capable of changing lives – and, in some cases, even saving lives.

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The 3 Fallen Dominoes that Democratized Big Data Analytics

Data scientists wanted to transform the world with advanced computing, but advancements in these three areas had to happen first: Big Data, Big Processing and Big Algorithms.

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Charting Your Course to Data Maturity

When passionate data experts get in the same room, great conversations happen. CUES recently pulled four such individuals together to share their perspectives on the credit union data transformation journey, and the dialogue was insightful and uplifting. The group demonstrated how, with great strategy and follow through, successful data programs are well within reach for the nation’s financial cooperatives.

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How Will You Set Up a Strong Growth Engine?

This third in a series of articles exploring critical questions around transformation and growth looks at how data analytics gives credit union leaders the insight to more readily reimagine the value their cooperative can add to the lives of their members.

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How Can You Grow Now and Tomorrow?

This second in a series of articles exploring critical questions around transformation and growth offers considerations for leaders who are thinking about future growth, and specifically the role partnerships can play in achieving long-term prosperity.

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Where is Your Credit Union’s Growth Going to Come From?

In this first in a series of articles exploring questions for helping credit union executives make critical decisions around transformation and growth, we examine how financial cooperatives – entities already wired for collaboration – can work with potential disruptors to reimagine value for members.

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Defined Roadmap Accelerates Data Analytics Maturity at BCU

Learn how BCU's Chief Data Officer leveraged well-rounded expertise and the credit union’s long-held appreciation of business intelligence to accelerate data transformation.

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Four Incremental Steps to Data Transformation

Evolution does not happen overnight. Leaders who take small, thoughtful steps deliver the most meaningful change over time.

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Three Nearly Century-Old Companies Reinventing Themselves for the Digital Era

Incumbent companies in several legacy industries have proven you don’t have to be a startup to evoke disruptive innovation from within. Just take a look at these three companies, each transforming itself for the digital era while closing in on its 100th year in business.

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The Future of Intelligence Relies on Human-Machine Collaboration

Robots, automation and the artificial intelligence that powers them are about replicating human intelligence, not replacing it. Explore why, without human ingenuity, technology may fail to fully realize its potential.

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Artificial Intelligence Enters the Mainstream

Explore possibilities for how humans and machines can work together to optimize credit union operations and improve the member experience.

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What the Dodge Bicycle Tells Us About Innovation

Explore the two missing elements of the Model A’s historic birth story that are crucial to our modern understanding of innovation in an era of rapid digitization.

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Creating a Parallel Universe for Reimagined Banking

At its core, digital transformation is about exploring a new frontier. But that does not mean explorers must abandon the homestead. In fact, when done right, digital transformation reveals new ways of looking at the old.

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The Third Common Misconception of Artificial Intelligence

For the final post in our series on AI myths, Shazia Manus explores a common fear around what it will take to achieve the processing power necessary for AI success: cloud computing.

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The Second Common Misconception of Artificial Intelligence

Continuing our series exploring three common AI misconceptions that may be standing in the way of the technology's potential to bring about meaningful change, Shazia Manus explains AI isn't years down the road; it's already here.

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The First Common Misconception of Artificial Intelligence

In part one in a series of articles separating fiction from truth when it comes to AI, AdvantEdge Analytics' Chief Strategy and Business Development Officer Shazia Manus tackles the misconception that AI will one day overpower humans.

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What I Learned at Innovation Summit

Data is coming at us fast and furiously, and the volume of data being aggregated today is almost incomprehensible. By hosting Innovation Summit, our goal was to help our credit union partners, and our own team members, embrace the art of possibility with the science of data.

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Know Your Data, Know Your Member

The digital footprint each consumer produces has grown exponentially over the last 10 to 15 years. Combined with advances in data analytics, businesses now have the ability to develop insights like never before, and they are investing heavily in that strategy.

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Removing Member Friction with Data Analytics

The key to improving and transforming your credit union lies in gaining actionable insights from the best data. When employed effectively, it results in a new kind of lead generation, a different approach to cross-sell, better life event marketing, and more.

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What’s a Data Scientist? [Video]

A little while ago, I was giving a talk on predictive analytics, and a young professional in the audience interrupted me: “What exactly is a data scientist, anyway?” he asked. Given the number of people who suddenly perked up to hear the answer, I realized he wasn’t the only one in the dark. If you’re wondering, too, allow me to shine a little light science on the topic. Let’s start with data science.

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5 Pitfalls of Data Analytics Approaches

As more credit unions design and test their approaches to data analytics, a few common traps that slow success are emerging. During their talk at the 2018 NAFCU Annual Conference, our own Tim Peterson and Shazia Manus talked through five of these pitfalls and offered advice for side-stepping them.

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