Analytics as The Fuel for Innovation – Implementing Analytics at OCCU

Analytics as The Fuel for Innovation – Implementing Analytics at OCCU

Analytics as The Fuel for Innovation – Implementing Analytics at OCCU

Andrew Bertrand, Data Analyst at Our Community Credit Union in Shelton Washington, discusses how small to medium sized credit unions can get started with analytics, his career in marketing and how it prepared him for analytics, interesting use cases and how he leverages OnApproach to meet his analytics needs.

This is the third of the OnApproach BIGcasts that focus on credit unions partners it has worked with to deliver data analytics solutions and to expand their businesses. To learn how OnApproach can help your organization to build its data analytics practice, visit http://www.onapproach.com/.

 

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In this episode:

  • How Andrew moved from Marketing to Analytics, and the traits that he believes good data analysts possess.
  • Why small to medium sized credit unions can afford data analytics.
  • A day in the life of a credit union data analyst.
  • The data tools that Andrew uses, how he delivers data throughout his organization and his tip to drive data adoption.
  • The changes that Andrew has seen in the organization since implementing data analytics.
  • How Our Community Credit Union discovered OnApproach and its collaborative analytics model.
  • How Our Community Credit Union measures results and success, examples of accomplishments, and lessons learned.
  • Where Our Community Credit Union gets its data.
  • Andrew’s advice for credit unions that want to explore and implement data analytics.

To learn more about Our Community Credit Union, visit https://www.ourcu.com/.

Related Links

Upcoming Events

  • October 1 – 4 CUNA Technology Council Conference in Phoenix, Arizona. An opportunity to network with innovative technology professionals. http://www.cunacouncils.org/events-calendar/10572/conference-details/.
  • October 4-5 BAI Beacon in Atlanta, Georgia. Innovation and strategy-focused banking conference featuring fast-paced presentations and rapid-fire demos www.bai.org/baibeacon Special for BIGcast listeners: through Sept. 29 enter promo code F29 and receive a $400 discount on your registration.
  • October 23 – 25 AICPA Conference on Credit Unions in New Orleans, Louisiana. CPA conference focused on technical and managerial training, including sessions on all the latest changes impacting credit unions. https://www.aicpa.org/CPEAndConferences/Conferences/Pages/default.aspx.
  • October 22 - 25 Money 20/20 in Las Vegas, Nevada. The biggest annual US FinTech gathering, drawing over 12,000 attendees from banks, credit unions, FinTechs and venture capitalists. https://www.money2020.com

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About BIGcast Network

Credit Union Industry Experts, John Best, Founder of Best Innovation Group (BIG), Glen Sarvady, Managing Principal at 154 Advisors and Anne Legg, Founder of THRIVE Strategic Services have teamed-up to offer a new podcast series to form the BIGcast Network. The BIGcast will become a twice weekly podcast and will be offering financial news and thought leadership in the areas of Business Strategy, Innovation, Payments and Leadership to financial institutions globally. Meet the BIGCast Network Team:

John Best is recognized as a thought leader and visionary of technology advancements and financial application development within the credit union industry. Requests for speaking engagements include Symitar national and regional conferences, Information Technologies Credit Union Association annual conference, and CUNA Technology Council, CUNA Marketing Council, CUNA lending Council Filene Water Cooler Annual Symposium and Correlation annual meeting as a keynote speaker.
Anne Legg is founder of THRIVE Strategic Services. THRIVE leads organizations to goal attainment via data translation resulting in innovative and transformational business strategies. Anne is a recognized credit union expert and thought leader with an MBA thesis on the credit union business model as well as two internationally published whitepapers on credit union business strategy. She has served as an SME for CUNA and National University and has instructed at several CUNA schools.
John Janclaes has more than thirty years of experience in the financial services industry, spanning retail banking, brokerage, and insurance. He joined Partners Federal Credit Union in June 2004 as President and Chief Executive Officer. With eleven branches located primarily in California and Florida, Partners serves employees of The Walt Disney Company, currently numbering more than 140,000 members with$1.6 billion in assets under management.

John is founder of The CEO Corner, an online forum to help business leaders and their organizations thrive (www.theceocorner.com). In recognition of John’s commitment to leadership development, proceeds from the sale of his leadership book, "Doing What Matters" will be donated to support scholarships for business leaders in training.
Glen Sarvady’s episodes of the BIGCast will focus on top-of-mind topics impacting the payments world, analysis of recent product launches, acquisitions, partnerships and innovations, and on-site reporting and interviews from industry venues like Finovate, Money 20/20 and NACHA Payments. Interviews will be brief and to-the-point, emphasizing substance and avoiding informercial territory. As with other BIGCast Network offerings credit unions receive added attention, but the discussions will be relevant and entertaining for strategic thinkers across the financial services spectrum, particularly those interested in consumer and small business experience and the real-world effects of breakthrough payment innovations.

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