Are you and your leadership team regularly asking the following questions:

  • What does my membership look like? How do we grow?
  • How do I make my strategic plan more actionable and measure its success?
  • Who is using my specific products and services? How do I market these products effectively?
  • Can I query on my current membership to find an affordable way to market products and services to expand what they currently have with us?
  • What is the profitability of certain segments of my business?
  • What is the next product that I should use to target my current membership?
  • What was the success of that last campaign? Did I target the right audience? What was my ROI?
  • What is my competition doing? How does my credit union compete?
  • How can I possibly manage all these data sources, vendors, and systems?

Analytics are the gateway into the next level of your credit union’s performance. In order to take your membership to the next level, you must become insightful, based on facts not guesswork. You know there is a large amount of data already available to you. The missing piece is a person to consolidate, analyze, and provide actionable insights. 

BA has created the Credit Union Marketing Analyst (CUMA) — a one-of-a-kind, outsourced position to help your credit union answer all of the above questions and consistently reach your data-mining, implementation, tracking, and reporting goals. With the knowledge and experience to hit the ground running, we're able to provide the expertise to manage your various systems and data sources to provide insightful recommendations and support to your credit union’s growth and success.

So whether it be via your Core, MCIF, Online Banking and Bill Pay/Mobile Banking, CRM, credit bureau resources like Experian, onboarding and email systems, or any data gathering systems your credit union utilizes (or wishes to utilize), our CUMA can bring them together and partner with you to strategically and effectively plan, target, market, track, analyze and report on your efforts.

Stop worrying about all those missed opportunities and the answers to business questions you don't have because you don't have enough data or can't manage all the data that you do have. Contact us to learn more about how our CUMA can provide the actionable insights to take your credit union to the next level.