- Credit Union Data Consultants
About CFS Insight
The CFS Insight team is committed to helping your team better serve your community with data-driven decisions.
CFS helps you serve
Your Credit Union Community.
When was the last time you had to make a significant gut decision?
Historically, for community-based credit unions, decision-makers have relied on a combined experience with their community, scattered data points, and intuition.
Today, however, high-performing credit unions embrace the rapidly growing financial technology giving deep insight into their data. For more than a decade, CFS Insight has helped people like you navigate the opportunities for data-driven decision-making.
The CFS team is deeply rooted in credit union business/operation and data development, integration, and analysis. In a nutshell, CFS pairs standard and custom data connections and rapid development with prudent advice and responsive customer service for credit unions.
- Mission & Core Values
CFS Insight’s mission is to provide you with transparent technology solutions that empower your credit union to make data-driven decisions.
Why does CFS Insight provide transparent solutions for your business intelligence needs?
It’s simple. CFS believes that in order to achieve success in making data-driven decisions, your team needs to be empowered. CFS will work closely with your team, keeping the same goals. CFS will provide solutions, training, and support that your team will use and improve for years to come.
CFS Insight will do what they set out to do for you. This foundation of mutual trust and respect is in every relationship with clients, business partners, and CFS team members.
CFS Insight’s team has spent more than 15 years developing skills and insider understanding as credit union data experts. And, they have not stopped developing, nor will they ever stop.
CFS Insight knows that success can only be achieved together. Success for your project is the success of CFS and the success of each person that invests their time, money, and energy.
Read about the successes that other CFS clients have experienced. Or, check out the
CFS process that helps guide you to your next success.
CFS Insight Team
Jason is the founder of CFS Insight. Two things that Jason enjoys most about his role with CFS include the following: First is building road maps for CFS customers to accomplish their goals.
Kirk leads product development for CFS Insight. Kirk is a product architect and developer at CFS Insight, where he pursues his passion of developing scalable solutions to solve fundamental problems that customers face.
Morgan leads the analytics practice for CFS. Morgan has experience in several industries including credit unions and Aerospace & Defense which gives him a broad view on a variety of problems.
As Data integration developer, Nabil takes disparate data and tries to make one source for a report to tell a single story about the business. He delivers much needed data to CFS customers and seeing it being used makes his day.
Terry’s 36+ years of sales and marketing experience in business to business and banking/financial services industries has uniquely positioned him well to guide customers on their journey to become data driven.
Debbie has a passion for listening to and serving the unique needs of CFS customers. She particularly enjoys problem solving from high level business analysis to detailed software implementation.
Daniel primarily provides support and development work for customer issues and strives to maintain a high level of productivity for all of CFS software solutions.
T.J. is deeply involved in the development of enhancements to existing CFS Data Connectors as well as entirely new CFS Insight product offerings.
Kevin enjoys working with customers to install and configure CFS software on their systems. His work experience includes database application development and database administration.
Kathy’s role at CFS is multi-faceted and she enjoys helping to keep CFS moving forward behind the scenes. Kathy specializes in administrative technology and is responsible for Accounting, HR, Office Management, Communications, and subscription/maintenance renewals.
CFS Insight Story:
Blazing a trail for credit union data-driven decision makers
In the early 2000s, Jason Bedsworth founded CFS Insight as a professional services firm focused on web-based software development.
Over time, CFS shifted into building business intelligence (BI) data warehouses and developing enterprise reporting systems for small to medium-sized businesses.
In 2009, one of the largest employee-based credit unions in the U.S. approached CFS. This credit union contracted CFS to build a data warehouse and BI system. The solution CFS provided gained other credit unions’ attention, which led to CFS forming a partnership with Jack Henry and Associates.
CFS has been trailblazing credit union data solutions and practices ever since. CFS now works with over 70 credit unions providing credit union-specific solutions that give people like you the power to make data-driven decisions.
- Data Solution Success Stories
What CFS Insight Clients Are Saying…
CFS Client Success Stories
Supercharging Growth: 5 Ways Transaction Marketing Elevates Credit Unions
Credit unions are known for their ability to provide personalized financial services to their members. With their focus on member satisfaction and community-driven approach, credit
Member Revenue, the Hidden Key of Interchange Income
Many credit unions are currently experiencing pressure to reduce or outright eliminate many of their fees. Some of the largest banks in the world, representing
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.
CFS Products & Services
Building blocks of the CFS process
CFS Insight provides 3rd Party Data Connectors, CU Analytics Platform, and Pre-built Analytic Models that are cutting edge and practical to implement.
These solutions extract raw data from your key technology and display and model helpful information. The ultimate goal is to empower your credit union to operate more efficiently and help develop deeper member relations.
CFS Insight services provide you with a partner who guides you through data projects’ often complex nature. Second, CFS Insight has deep experience in credit union business, operations, data management, and analytics. These services allow you to be confident that your partner understands nuances specific to the industry.
But, most importantly, these services are just a part of the proven process that CFS has developed for more than a decade of working with high-performing credit unions.
- CFS Data & Analytic Products
The CFS Insight way to unlocking your credit union data
CFS Insight Process
Discovery Call & Demo
Start with a quick discovery call followed by a customized demo. CFS will seek to answer specific questions and show how the CFS process will apply to your data needs.
Onboard & Prerequisites
As your team works on required prerequisites defined in the agreement, CFS will onboard to your technology environment and begin preparing for implementation.
Implement, Train, Support
CFS will Implement the data connectors and analytic models, provide your team with training, help push your new solution to production, and provide you with dedicated ongoing support and consultation
- How CFS Insight can guide you
Ready to make better data driven decisions?
You want to learn more about how you can get more out of your data?