- Credit Union Data Analytics and Modeling
Empower your credit union with data-driven decision making
Identify risk, growth, and value opportunities by integrating, modeling, and analyzing your data.
The Problem With Credit Union Data
Your credit union wants to make better business strategies using data.
But, your current financial institution lacks the data connections, analytical tools, integrations, modeling, and access for your key stakeholders to use day-to-day. Even if you know what connections need to be made, your internal development resources may lack time, experience or actionable insights. The data is there, and you already know the opportunities for improvement. CFS is here to help.
- Blazing the trail for Credit Union Data Insight
CFS Insight empowers you to get the right data when you need it.
With over 70 credit unions customers, CFS has earned a respectable reputation in analytics capabilities through their data and business intelligence analytics solutions that provide critical insight from core system, 3rd party and custom data sources.
The positive client referrals, testimonials and customer loyalty CFS customers share with other credit unions are proof of their expertise in both the credit union industry and data consulting/development.
- CFS Insight Data Process
The CFS Insight way to unlocking your credit union data
Data connectors and CFS analytical models are just tools. To succeed, your data initiative needs the right process to handle the preparation, detailed integration, and well planned training and support. The CFS process will help guide your project to successful implementation and adoption.
CFS Insight Process
Step 1
Evaluate & Discovery
CFS Insight will act as a guide helping you clarify your goals as they share experiences of other credit unions who have addressed similar challenges. Align your initiative with your leadership’s expectations and confirm that the cost / effort are worth the investment.
Step 2
Create & Deploy
CFS will facilitate the installation, configuration and customization of its software and services in your deployment. Training and knowledge transfer to your team starts immediately and continues through the execution phase.
Step 3
Engage & Onboard
Engage the business stakeholders as the pilot using the insights available. CFS will coach your team on techniques to help end users gain comfort, trust and excitement in leveraging your new capabilities.
Step 4
Support & Review
CFS Insights’ responsive and consultative support is the key gaining valuable feedback and suggestions for improvement from end users. It is the basis for planning enhancements that will distinguish your initiative as one that they rave about vs. talk about.
- CFS Data & Analytic Products
Products to connect your systems & model your results.
CFS Insight provides Data Connectors to a Credit Union’s most critical business systems , an Analytics Platform and Pre-Built Credit Union Instrustry-Specific Data Models that are cutting edge and practical to implement.
Product Categories
- CFS Insight Data Process
The CFS Insight way to unlocking your credit union data
Data connectors and CFS analytical models are just tools. To succeed, your data initiative needs the right process to handle the preparation, detailed integration, and well planned training and support. The CFS process will help guide your project to successful implementation and adoption.
CFS Insight Process
Step 1
Evaluate & Discovery
CFS Insight will act as a guide helping you clarify your goals as they share experiences of other credit unions who have addressed similar challenges. Align your initiative with your leadership’s expectations and confirm that the cost / effort are worth the investment.
Step 2
Create & Deploy
CFS will facilitate the installation, configuration and customization of its software and services in your deployment. Training and knowledge transfer to your team starts immediately and continues through the execution phase.
Step 3
Engage & Onboard
Engage the business stakeholders as the pilot using the insights available. CFS will coach your team on techniques to help end users gain comfort, trust and excitement in leveraging your new capabilities.
Step 4
Support & Review
CFS Insights’ responsive and consultative support is the key gaining valuable feedback and suggestions for improvement from end users. It is the basis for planning enhancements that will distinguish your initiative as one that they rave about vs. talk about.
- BI Development Services for Credit Unions
Your ideal mix of data management & credit union acumen
- How CFS Insight can guide you
Ready to make better data driven decisions?
CFS Insight’s process will guide you and your team into advanced analytics and a better understanding of your data. Once your systems are connected, CFS will help you create productive ways to access, analyze, and model your data for deep insights. So the question is — how can we help?
Take Action
You know what you want and you’re ready to chat with the CFS team?
Case Studies
Why Don’t Member Attrition Models Work?
Every credit union has heard some variation of the following pitch from a vendor. “We have a near-perfect member attrition model that is 94.3% accurate.
Share Loss Risk Analysis for Credit Unions
After several years of most credit unions having more shares than loans, the pendulum is starting to swing the other way. How much of a
Counting Credit Union Members: Why is counting members so hard?
It is hard to imagine another industry where trying to count their customers creates as many challenges as it does for credit unions. You are
CFS helps you serve
Your Credit Union Community.
- About CFS Insight
Why CFS Cares About Credit Unions
Credit unions want to serve their communities well. Their community may be a region, organization, or identity. But, not matter what their community looks like, credit unions want to see the their people thrive.
That’s why for more than a decade CFS Inisght has helped credit unions like your’s not only survive, but thrive!