White Paper

Lending Leadership – Leveraging Data Analytics & Business Intelligence – One Page Summary

By Beth Stetenfeld

posted 06.13.2019 (lending)

This is a one page summary of the full white paper

Credit union lenders and marketing professionals use data as a catalyst to grow their credit unions. These disciplines, as a team, are in the position to leverage data to drive growth strategies—including membership growth, loan growth, and product usage. Lenders and marketers also pair well to use behavioral/predictive analytics to pinpoint member needs.

This white paper explores:

  • Methods for leveraging data to build a data-minded organizational approach: using data to fuel growth through specific strategies and tactics;
  • Tools and resources needed for the process, and ways in which finance and technology can support the work of lending and marketing/business development;
  • Techniques for transferring business intelligence (BI) and analytics into fast-acting, finely-targeted messages that spur immediate action from members and potential members—a sort of marriage of science and strategy—weaving BI/analytics into the credit union’s digital marketing strategy for loan, product, and general growth;
  • Results: specifically defining measures of success and discussing how an expertly-implemented data and BI strategy can be expected to affect the organization; and
  • Strategies to ensure lending and marketing professionals are on the same page strategically with the use of data.
This resource is only available to members. Please login to download or explore member benefits and join today

 

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