What is Your Credit Union’s Data Strategy Missing?

Overview

Date: Tuesday, August 28, 2018

Time:  2 PM ET / 11 AM PT

Cost: Complimentary

Produced and Sponsored by:  

 

 

 

 

There are simple changes you can make to save time, money, and improve member experience!

More data means more insight, right? Wrong. More and more, credit unions are learning that having too much data without a well-defined data strategy can make decision-making more difficult and slow down operations. To make matters worse, many credit unions have no strategy for accessing and distributing their data and analytics.

Establishing a data strategy across all branches of your credit union can yield improved operational efficiency and free up resources to focus on the most important aspect of banking: your members.

In this complimentary webcast, you’ll hear from a panel of experts from the Schools Financial and TwinStar credit unions as they discuss how they improved operational efficiency, and gained analytic insights by making data preparation the linchpin of their data strategy. You’ll learn how one credit union achieved an ROI of $20 million by increasing recoveries, avoiding compliance costs, and growing revenue.

 Join this webcast and discover how to:

  • Automate repetitive data access and data prep challenges
  • Streamline your reconciliation and exception reporting
  • Accelerate audit processes
  • Effectively market to your members
  • Make data prep the foundation of your data strategy

Speaker Names & Bio’s

 

Dylan Tancill, Head of the Credit Union Team, Datawatch

Dylan Tancill has been with Datawatch for nearly five years and heads the Credit Union Team.  He has worked closely with over 300 credit unions to help them integrate automated data prep into their overall data management strategy streamlining processes in the areas of Accounting & Finance, Marketing, Lending, Payment Services, Cards, ATM and Fraud.  Before joining Datawatch he held various positions at Fidelity and he earned his Bachelor’s Degree from Southern New Hampshire University.

 

Tom Kuang, Senior Vice President Information Services/CIO, Schools Financial Credit Union

Tom Kuang is the senior vice president of information services and chief information officer at Schools Financial Credit Union. Tom’s career included a short stint as a diesel mechanic in the Marines, a team lead for a cyber-operation team in the Air Force, and an IT consultant for financial institutions. Over the past seventeen years, Tom has played the role of Network Analyst, System Security Administrator, Network Engineering Manager, Director of Information Services, and VP of Technology/CTO. Tom has a BA in Management from Golden Gate University and is current with his CISSP dues. Tom is married to his lovely wife Kumi, and they have a quadruped kid (maltipoo) named Momo and a biped kid, Kiyomi.

 

LeeAnn Gill, Retail Sales Operations Manager, TwinStar Credit Union

LeeAnn has been with TwinStar Credit Union for 17 years.  In her current role as Retail Sales Operations Manager she leads the Property and Casualty Insurance team as well as manages the sales reporting, sales campaigns, incentive programs, CRM solutions and member surveys.  LeeAnn supports the reporting needs of many areas within the credit union as well as participates on many enterprise project teams.

 

 

Tracy Williams, Product Specialist, TwinStar Credit Union

Tracy Williams is a Product Specialist for TwinStar Credit Union located in Lacey, Washington.  Tracy’s responsibilities include operational process improvements, data analytics and cake decorating.

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