TruStage™ is the NAFCU Services Preferred Partner for TruStage™ Auto & Home and Life Insurance Products.
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Key Takeaways:
- [05:01] Using data to learn how to help members in a respectful and actionable way is key. Members need you now more than ever.
- [18:40] To get the untapped, nonbelievers, and employees afraid of data excited you need to show the value of data. When you collaborate as a team you are able to look at problems and solve them differently than in the past.
- [22:45] When credit unions see trends in data they can proactively reach out to members to provide alternatives.
Presented By
Nikole John
Program Analyst | AdvantEdge Analytics
Nikole John serves a key role in defining analytics needs for credit unions, providing insights and activation strategies. She has worked in the credit union industry for close to a decade. Her passion for the movement began as a Member Service Consultant at Call Federal Credit Union. Pairing the front-line retail experience with her formal training and education in advanced statistics, Nikole quickly made the transition to Call Federal’s finance department. As Senior Financial Analyst, she helped propel the credit union’s data analytics function and culture.
Lisa Knoche
Client Success Manager | AdvantEdge Analytics
As a Client Success Manager for AdvantEdge Analytics, Lisa Knoche helps credit unions act on analytics insights to create meaningful member experiences. Her CUNA Mutual Group career began in 1985, and the many roles she has held throughout her tenure have focused on helping credit unions meet their business needs.