TruStage™ is the NAFCU Services Preferred Partner for TruStage™ Auto & Home and Life Insurance Products.
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Key Takeaways:
- [06:07] With marketing and customer outreach, we need to make sure we are staying within regulatory guidelines. So it is always a good idea to do an analysis of the output and double-check for that accidental discrimination.
- [09:16] The first step is to start small. You want to do an internal audit of what people, technology, and processes you already have at your fingertips. Chances are that you have enough data if used in the right way to move forward.
- [12:16] The goal of the data is to help your organization not only get in front of a new member but also be there at the right time with the right message to show that you understand them.
- [17:59] Strategy first, strategy first, strategy first! If you do not have a strategy or framework, or roadmap you will fail.
- [22:56] Build that data strategy now using past data to help maintain the momentum that can help increase digital adoption. It helps the member and the credit unions.
Presented By
Vicki Potter
Senior Analytics Performance Manager | AdvantEdge Analytics
Vicki has a rich background in credit union data, actuary and management. Her 30-year CUNA Mutual Group career includes Analytics Consultant for TruStage, Product Senior Financial Analyst, Call Center Reporting Manager, Distribution Finance Manager and Actuarial Associate.
Aaron Grossman
Solution Sales Consultant | AdvantEdge Analytics
Aaron joined AdvantEdge Analytics after successful careers with Oracle and IBM. There he honed both his data analytics knowledge and client service skills and showed dozens of companies how to use data to make informed decisions.