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Actionable Education: Assessing Your Credit Union Landscape For Data Activation

For a credit union to leverage its data, it needs to understand its current data landscape, as it is challenging to create a road map without a starting point. Data Activation Series students accomplish using a current state assessment framework.

This framework allows a credit union to score its current state in the following areas:

  • Enterprise data vision - What is the “why” behind the credit union harnessing their data?

  • Member focus - What is the member problem the credit union is leveraging data to solve?

  • Data Maturity – How mature is the credit union leveraging its data?

  • Data Consumption – How does the credit union’s talent consume data?

  • Workplace Adoption – How well does the credit union infuse data to improve members’ lives?

The assessment output ranks the credit union in the following criteria:

  • Excellent – The credit union is highly proficient.

  • Foundational – The credit union has started formally started a data journey.

  • Opportunity – The credit union knows they need to start but hasn’t formally taken action.

“The insight from this assessment is valuable in our data strategy creation. We could see where the areas of need are at our credit union and how that would accurately translate into action items. Most importantly, we gained an enterprise-wide view of our current condition. Data success is more than identifying data systems. It is about moving the data through the organization.”

Data Analyst Credit Union located in the Southwest

To take a free assessment, click here. To learn more about not only the data assessment but the 10 other deliverables from the Data Activation Series, please request a copy Data Activation Series white paper.



your data?

Then plan on attending the

It's hard to know where to go

when you don't have a map,

the same is true with activating your data.

Let's get you and your data activated by the end of APRIL

Perfect time to send more than one team member AND check that

"launched data journey in 2023" box DONE!


Registration for the APRIL session is CLOSING Soon - Friday, March 24th


Helping you fill knowledge gaps!

We believe that data transformation doesn't have to feel overwhelming or expensive to be impactful. After helping over 600 credit union leaders launch their data journeys, we have identified several consistent knowledge gaps. We have worked hard to fill these gaps with a variety of educational artifacts:

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