The Importance of Reading Release Summaries
CU*BASE updates happen on a regular basis, but twice a year there are big updates and changes that occur. These are called “releases” and they impact both the availability of new tools, changes to current tools, and sunsetting of tools
Using CU*BASE Dashboards to Better Understand Your Membership
Working with the CU*Answers Asterisk Intelligence team has been a blessing, as it has allowed me to learn more about the best ways to communicate with credit unions how to access, understand, and utilize their data in new ways. While
Marketing Starts and Ends with Data
Most of our processes start with data. What I most commonly see in the marketing world is this process: We need to be able to access and use data to build contact lists and then we use that data to
Marketing Shouldn’t Stop, It Should Adapt to the Circumstances
New years and fresh starts always seem so great: we get a “clean slate;” the chance to start off on the right foot, and it feels like we have all this time and freedom in the world to accomplish a
I Am Not An Imposter
“I am an imposter in my own skin. I don’t fit in with this new role I’ve been given. Nothing I could do is right or the best; they could hire anyone off the street to do what I do
The Value of a Data Analyst
My role as a data analyst is fairly flexible and versatile. One day I’ll be digging through thousands of rows of data looking for answers, the next I’m asking the tough questions to leaders of departments and organizations, and some
Losing the Love: Reaching More than Disengaged Members
Those of us who know of Losing the Love know that it has been marketed as a way to identify and contact members that appear to be “losing the love” for their membership at the credit union. The primary goal
Data Presentation: It’s Not All About Making It Pretty
Let’s talk about something that is near and dear to most of our hearts – data presentation. We feel the pressure to communicate data sets in the best way possible to everyone. Not only is this a struggle for us
What’s in a Call
It’s been a busy quarter, and while I usually would stick to focusing solely on writing about marketing-focused topics, I’ll be focusing on something closer to where I started in the CUSO Industry: member phone calls. Over the course of
Who Should I Contact?
I’ve been working with credit unions for Marketing and Communications related projects for close to 3 years, and the number one question I am asked every time we start building out a campaign together is, “Who should I contact?” My