Aug 9, 2020
Want a winning Data Strategy you can bank on? Listen in as Joey Rudissil- CIO at Central Willamette CU- shares his expertise with CRMNEXT’s James Gilbert on this week’s episode of Banking On Experience.
What’s covered?
The role Joey believes data plays in Credit Unions, as well as businesses in general- and why it’s important.
Some of the biggest challenges he sees CUs face in trying to get alignment and get to the point where data can be a centralized focus point?
Small spoiler: Processes play a big part. As Joey says, “So much of really using data is about the processes that create it in the first place…You have to refine your processes so that the data going in is consistent and in line with what you’re trying to achieve with your business.”
Insights into some of the specifics of Joey’s successful formula for a winning data strategy.
Hint: The term “data dictionary” comes into play here.
What Joey believes CUs can do to better empower the core system and help the data flow.
How he suggests we separate the useless data from the really important stuff.
And should we hang on to ALL of that collected data? Joey shares his opinion on that as well.
Some ways Joey is seeing Credit Unions use data to improve the member experience overall. (I mean, that IS what CUs are notorious for trying to do, after all.)
A business that has been one of the primary providers in the data strategy there at Central Willamette, and precisely how that business has made Joey feel like family.
You can find this interview, and many more, by subscribing to Banking on Experience Podcast on iTunes. Or find us on SoundCloud, Spotify, Stitcher, Spreaker, Buzzsprout and more.