You know data matters. The harder question is where to start. The Data Strategy Assessment (DSA) gives your leadership team a clear, unbiased picture of where you stand today and a custom playbook for what to do next.
Built on insights from more than 50 credit union engagements, in partnership with CCUA.
The best credit union leaders do not wait for a perfect setup before they act. They make smart decisions about where data helps most and invest there first. This program is built for those leaders. We align your teams, create a clear view of your current data assets, find your best opportunities, and deliver a custom playbook that you can take straight to your board.
✔ Data maturity scores across five dimensions: culture, people, governance, process, and technology
✔ Identification of key strengths, gaps, and pain points across business areas
✔ Alignment across departments on how to effectively manage and leverage data
✔ Prioritized 'start-here' recommendations tied to your specific goals
Most credit unions finish the program in four to six weeks during normal operations. No dedicated data team needed.
No two credit unions are the same. We assess where you stand across five areas and score each one so you know exactly where to focus first.
How effectively do you retrieve, share, and make decisions with data? Are the outcomes tracked?
Does your institution have the right skills doing the right work with data?
How effectively are your systems driving value across the organization?
How accurate is your data for decision-making? Are new sources being added and managed well?
How well do you use tools and methods to capture efficiencies and create value?
“When we finished the DSA, our senior team could take those results straight to the board and say, this is why we need it. It created a lot of alignment.”
Abigail C. McGraw, Data Analytics Manager, Abound Credit Union
“Having an outside perspective helped validate the conclusions we had come to independently. It provided additional insight above and beyond what we had already considered.”
Jeff Meile, Manager of Core Systems and Data Analytics, Scott Credit Union
“This is by far the best money we have ever spent.”
Stacey Wilkerson, EVP and CFO,
Tucson Federal Credit Union
Schedule a 30-minute call with our team. Fill out the form below, and we will be in touch.
