Authors

ARTICLES BY Charlotte Taft

This session takes on how to use public data and combine it with internal data in Tableau to map underserved members.

Credit unions make an impact every day on their employees, members, and communities, yet too few are showcasing their efforts. Why? Where to start?

By Charlotte Taft | July 12, 2021

For credit unions looking to understand their members, drive value, and meet goals, dashboards are powerful tools — when done right.

By Charlotte Taft | April 23, 2021

The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.

Nicole Lopez, BI Manager at Logix Federal Credit Union, walks us through the steps Logix has taken to deepen member relationships and understand delinquency risk through centralizing its data sources.

Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.

Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.

The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union's analytics journey.

In this interactive session, Suncoast Credit Union’s ($11B, FL) Data Analytics team, lead by Nolan Walker, joins us to talk about the different roles, responsibilities, and challenges that face their squad. Register for this session and log on to hear about how their team tackles data science, data management, and more.

Tableau User Group: Melissa Pomeroy takes us through St. Mary's five year, four step analytics journey.