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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

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

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

Carrie Jenkins in Credit Unions1 month 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)

1 replyShow more activityShow more activity

Naveen Jain (to Carrie Jenkins) 7 days ago (Show more Show less)

Hi Carrie, My understanding is that National and State DNC lists only apply to non-customers. For members, given the relationship, DNC does not apply.

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

Credit Union TUG - 1/31/19 Webinar Recording

Thanks to all who attended! Click here to view on YouTube

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0 replies

Naveen Jain in Credit Unions1 month ago (Show more Show less)

Join us at 2019 Credit Union Analytics Summit

2019 Credit Union Analytics Summit is just around the corner. This is the 4th year and this year the event is being hosted at the Microsoft HQ in Redmond, WA. We are expecting about 20% of the… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

0 replies

Charlotte Taft in Credit Unions2 months ago (Show more Show less)

Credit Union TUG - January 31st Meet-Up Slides

Presentation slides from our 1/31/19 meeting, featuring Brandon Cole and Brewster Knowlton.

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Jessica Waydelis in Credit Unions3 months ago (Show more Show less)

Online Banking

Happy Holidays! As the new year approaches we are sitting down and seeing what type of data we are missing. What we want to start analyzing is Online Banking trends! We use Digital Insights,… (Show more Show less)

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0 replies

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

CUTUG November 2018 Meeting Slides

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Jordan Scott

in Credit Unions4 months ago (Show more Show less)

Virtual Credit Unions Tableau User Group: November 28 - Recording now available

Thank you to those of you who were able to join us today for the Virtual Credit Unions Tableau User Group! If you weren't able to join us, or if you want to check out the materials again, the… (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

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Charlotte Taft (to Jordan Scott) 4 months ago (Show more Show less)

Thanks for posting the recording so quickly, Jordan! You can access the full presentation slide deck here: November CUTUG Meeting Slides

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Tanya McBride in Credit Unions4 months ago (Show more Show less)

Credit Union: Sales Funnel (lead management)

If your Credit Union is: BIG, small, old, young, focused, diversified, stagnant OR GROWING... I would love to hear from you! Anyone with experience or desire to explore lead management (from… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

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Charlotte Taft (to Tanya McBride) 4 months ago (Show more Show less)

Awesome question! I didn't attend that session at Conference but I did today finally find the links with all the workbooks for sessions - if you don't have it already I found it here!…

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Jessica Waydelis in Credit Unions5 months ago (Show more Show less)

Shortel MYSQL

Hi Credit Union Friends! I am working on getting some better call stats for our phone center, currently the manager is pulling reports daily and entering them into an excel file by hand! My IT… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

8 repliesShow more activityShow more activity

Jessica Waydelis (to Karrie Cardiff) 4 months ago (Show more Show less)

Hi Karrie! Would love to chat! I am having a moment and cant seem to figure out how to PM you, can you email me? jwaydelis@advantagefcu.org looking forward to chatting!

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Charlotte Taft in Credit Unions5 months ago (Show more Show less)

In the News: TUG Member Case Studies

Want to feel inspired? Check out these presentations and case studies from our CUTUG members: Carrie Jenkins | Centra CU: What’s In A Name: Director of Business Analytics Melissa Pomeroy | St.… (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

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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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About the CUTUG

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Featured Content

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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