2024 has been a year filled with collaboration, education, and innovation aimed at empowering credit unions nationwide. From coast to coast, we’ve partnered with leaders and teams to harness the power of data, improve member experiences, and build stronger, more connected communities. Here’s a look back at some of the incredible milestones achieved together.
Data Education: Building Roadmaps for Success
The Data Activation Series (DAS) has been a cornerstone in guiding credit union leaders toward creating impactful strategies. Through DAS, we’ve helped leaders:
Enhance user experiences and automate manual processes.
Develop comprehensive staff training programs to ensure consistency and expertise across all touchpoints.
Simplify and integrate products and processes for seamless member experiences.
Highlight: Dive deeper into the DAS journey with the Solarity Credit Union Case Study, showcasing the transformative power of data activation.
Educational partnerships with SCMS and WCMS have provided over 300+ CU leaders across the West Coast and Southwest with tools and frameworks to drive meaningful change.
We were thrilled to partner with Datava, extending data strategies to even more credit unions. This year we also saw the CU Big Data Big Climb Book Club kickoff, inspiring leaders to integrate data-driven insights into their strategies.
From Deep-Dive Data Governance sessions to the ongoing support of DAS alumni through Elevation Sessions, we’ve built a strong foundation for continuous improvement.
What Credit Union Leaders Say About Elevation Sessions:
"The long-term impact of the Elevation Sessions on our organization cannot be overstated. We've achieved our immediate data goals and built a sustainable framework for continuous improvement. The sessions have empowered us to think bigger and aim higher."
Advisory: Partnering to Drive Growth and Efficiency and increase member experience
This year, we partnered with credit unions like UNCLE, Rebrand, Central One, CU Denver, Chartway, CAHP, Empeople, Red Wing, South Point, Minnco, and SharePoint to develop data strategies that:
Drove net income growth by leveraging insights into member behavior, competition, spending, and risk.
Identified new business opportunities, enhanced member satisfaction, streamlined loan processes, and improved operational efficiency. Results included better member retention, reduced call center wait times, and enhanced automation.
Infused organizational insights into leadership teams and frontline staff, enabling them to lead with confidence and data literacy, driving real impact.
On the Road: Sharing Knowledge Coast to Coast
This year took us on an exciting journey to close knowledge gaps on AI, assessments, use cases, and enablement. We shared insights on leveraging data for growth, efficiency, intelligence, and empowerment across:
Oahu, Hawaii, Illinois, Iowa, South Dakota, Massachusetts, Virginia, Minnesota, Washington, Texas, Nevada, and California.
Highlights from 2024 Events
Engaging at GAC, where we celebrated the innovative work of MSA and the Underground, the BIG Innovation Club, Culytics, and CU 2.0 VIP Live as well as partnering with Becky Reed at BankSocial.
Translating these learnings into 50+ blogs and three case studies, demonstrating real-world success.
Judging the USA Banking Tech Awards and facilitating vibrant discussions at CU Times Technology Showcases.
Advising Nook on their launch into the credit union space, adding to the incredible momentum of innovation this year.
Looking Ahead to 2025
As we reflect on 2024, it’s clear that collaboration and innovation will remain at the heart of credit union success. Thank you for being part of this exciting journey. I look forward to driving credit union growth, efficiency, intelligence, and empowerment in the year ahead!
Have you visited the Quick Start 2025 Guide?
To help credit unions plan for a year of growth efficiency, intelligence, and empowerment, THRIVE has curated this guide to provide your credit union with resources to give you a head start on the new year. This guide brings actionable insight and tools in the following three critical areas. Click an image to learn more!
Does your
Data Journey Need A Gentle Nudge?
Reignite your efforts with an Elevation Session! These sessions offer an executive coaching program designed to help credit union leaders overcome obstacles in their data journey.
Elevation Sessions meet for one hour a month and provide personalized guidance and support, ensuring you stay on track with your data goals.
The first session is $150 per person with a 3-session minimum; Elevation Sessions are a valuable investment in your leadership and your credit union's future.
What CU Leader said about Elevation Sessions
"The long-term impact of the Elevation Sessions on our organization cannot be overstated. We've not only achieved our immediate data goals but also built a sustainable framework for continuous improvement. The sessions have empowered us to think bigger and aim higher." CIO
If AI is on the 2025 roadmap, so is Data
While 85% of decision-makers agree that quality data is vital for AI success, only 34% believe in the accuracy and integrity of their data.
We are here to help! Unlock your credit union’s data potential with our 2025 Data Mastery Bundle, which combines the Data Activation Master Class and Deep Dive Data Governance Program. You will gain comprehensive insights into leveraging data for growth, efficiency, and compliance!
Master your data and transform your credit union.
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