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Credit Unions

Connect with others from the Credit Union industry to improve how we use analytics to drive value for our members.

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About the CUTUG

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Connect with others from the Credit Union industry to improve how we use analytics to drive value for our members.

Owned by:

Rasta Ghafouri , Jessica Waydelis, Charlotte Taft

Tags:

virtual, industry

Group Type:

Open

Created:

Jun 14, 2018

Contact

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Reach out to Charlotte Taft with any questions at ctaft@callahan.com

JULY Meeting: How to Party With Your Data - CORE-ectly

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Thanks for joining us for an excellent discussion on the perennially interesting topic of core conversions - plus analytics!

Meeting Recording: View Here

Meeting Deck: Download Here

April Meet-Up: How To Build A Data Analyst

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Hello CU TUG-ers! Thanks to everyone who attended the 4/17 webinar meet-up!

Meeting Recording: View Here

Meeting Deck: Download Here

Credit Union & Data Analytics Resource Guide: Access the PDF or Post

January Meet-Up: Webinar Slides & Recording

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Thanks to everyone who attended our January meeting on 1/31!

Meeting Recording Presentation Slides

Get Involved!

Credit Unions are doing seriously excellent things with data analytics - on lean and skilled teams. If you have questions you want to ask your peers, look to your right and add your question via the box on the sidebar!

January Meet-Up: Thursday 1/31/18 @ 3PM ET

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Happy New Year, CU TUG members!

I'm thrilled to announce that we'll be meeting on January 31st at 3pm ET for our next virtual discussion.

Click here to register: https://usergroups.tableau.com/creditunionvirtualusergroup

November CU TUG Meeting: Slides & Deck!

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Thanks to everyone who attended our November meeting on 11/28! As promised...

1. Virtual Credit Union Tableau User Group - YouTube

2. Presentation Slides

Now Available: CUTUG Meeting #1 Slide Deck & Recording

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Thanks to everyone who registered for or attended our first meeting! We had amazing turnout (over 300 people!) and great interaction. I will be posting answers to some of the questions we did not have time for in the Q&A in the discussion section here!

Download the Slide Deck

Watch the Recording

Take our feedback survey!

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The Latest

Karrie Cardiff in Credit Unions3 weeks ago (Show more Show less)

Tableau Data Doctor

Anyone start a Data Doctor session in their CU? I am set up for our first one the end of September. I am doing it open hours drop in style. Inviting anyone to come by, even just to talk data. I have… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

2 repliesShow more activityShow more activity

Charlotte Taft (to Karrie Cardiff) 3 weeks ago (Show more Show less)

Callahan isn't a CU BUT we do "Tableau & Tell" - it is basically me and our analyst team that deals with 5300 data. We go through a video training or how to do LOD calcs. It lapsed while we were…

Like Show 1 Like(1) Actions

Charlotte Taft in Credit Unions1 month ago (Show more Show less)

July Meet-Up: Core Conversions & Analytics - Video & Slide Deck Available

Thanks to everyone who joined us for: Analytics Perspectives: Core Conversions How to Party With Your Data CORE-ectly Below, please find the deck and meeting recording. If you have any… (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

0 replies

Kristin Reese

in Credit Unions3 months ago (Show more Show less)

Looking for Speakers for CULytics Meetup in San Jose, CA

Hello CU TUG members! Are you doing innovative work with data and analytics and interested to speak at an upcoming event? CULytics Credit Union Data Analytics and Digital Transformation Meetup is… (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

0 comments

Charlotte Taft in Credit Unions4 months ago (Show more Show less)

Credit Union Resources & Links! (& Download)

Your answer is almost certainly in one of these two places. If not, though, we’ve got you covered! The hub: https://www.tableau.com/learn The hive:…

in Credit UnionsLike Show 3 Likes(3)

1 commentShow more activityShow more activity

Karrie Cardiff 4 months ago (Show more Show less)

This is so great! Thanks for putting it together for us Charlotte.

Like Show 2 Likes(2) Actions

Charlotte Taft in Credit Unions4 months ago (Show more Show less)

Core Provider Resources

During a recent discussion with some other folks, we were talking about Jessica's recent post about cores. I try to avoid Callahan-related promotion but wanted to link to some of the free… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

0 replies

Jessica Waydelis in Credit Unions4 months ago (Show more Show less)

Core Vendor Search!

We have begun a search from our current vendor for a new one! We are currently looking at the following: DNA by FiServ Keystone by Corelation Symitar / Episys by Jack Henry Any insight… (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

1 replyShow more activityShow more activity

Carrie Jenkins (to Jessica Waydelis) 4 months ago (Show more Show less)

We converted from Data Safe to DNA last May. It has been quite a journey and I don't think we are yet at our "new normal". We recently started creating extracts using the CRMBI tool for Tableau…

Like Show 1 Like(1) Actions

Jordan Scott

in Credit Unions4 months ago (Show more Show less)

Credit Unions Virtual User Group: April 17 - Recording now available

Many thanks to those of you that were able to join us yesterday! The link to the recording is now available here; Virtual Credit Union Tableau User Group April - YouTube For any questions, or… (Show more Show less)

in Credit UnionsLike Show 2 Likes(2)

0 replies

Charlotte Taft in Credit Unions4 months ago (Show more Show less)

April CUTUG Meeting Slide Deck

Slides from the 4/17/19 CU TUG meeting!

in Credit UnionsLike Show 1 Like(1)

0 comments

Carrie Jenkins in Credit Unions6 months ago (Show more Show less)

DNC List Tracking in DNA

Not exactly a Tableau question, but I am curious how other DNA shops are updating their privacy and consent tables based on National and State DNC lists. Contact me directly at cjenkins@centra.org. … (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

2 repliesShow more activityShow more activity

Carrie Jenkins (to Naveen Jain) 5 months ago (Show more Show less)

Interesting. Our Risk and Compliance folks seem to feel differently. There is something in there about the lists not applying in the first 18 months of a relationship, but after that it does apply.

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Weigh In!

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More pollsPreviousNext

What topics should we feature @ the next TUG event?

Data warehousing (0%)
0/7
Building a team (0%)
0/7
Effective dashboards (42%)
3/7
Tips & tricks (14%)
1/7
Securing management buy-in (0%)
0/7
Deploying across an institution (28%)
2/7
Other - please leave a comment. (14%)
1/7

Created by Charlotte Taft on Sep 20, 2018 in Credit Unions

7 Votes - 0 Comments

Welcome to the CU Tableau User Group #CUTUG

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We've just launched this TUG for credit unions - and we're thrilled you found us!

Please join us - just log in (creating an account is easy if you don't have one!) and click Join This Group.

Ask a question!
Post an interesting article or workbook you're proud of
Take our poll
Let us know what topics you'd like to be covered in our meetings

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Credit Unions

About the CUTUG

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Featured Content

JULY Meeting: How to Party With Your Data - CORE-ectly

April Meet-Up: How To Build A Data Analyst

January Meet-Up: Webinar Slides & Recording

January Meet-Up: Thursday 1/31/18 @ 3PM ET

November CU TUG Meeting: Slides & Deck!

Now Available: CUTUG Meeting #1 Slide Deck & Recording

The Latest

Weigh In!

What topics should we feature @ the next TUG event?

Data warehousing (0%)

Building a team (0%)

Effective dashboards (42%)

Tips & tricks (14%)

Securing management buy-in (0%)

Deploying across an institution (28%)

Other - please leave a comment. (14%)

Welcome to the CU Tableau User Group #CUTUG

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