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Three Data-Driven High Impact Strategies Credit Unions MUST Adopt in the Era of Digitization

Posted on August 22, 2019 at 4:50 AM

Credit unions, like all financial institutions, are deep in the era of digitization. There’s been a key trend of moving traditional banking activities online, which generates lots and lots of data. The sum of this online financial activity creates a detailed picture of the behavioral patterns of members.

Credit unions are growing in their acknowledgement of the importance of leveraging this data, but are falling behind other financial institutions in maximizing the opportunities. According to a 2018 study by Best Innovation Group and Trellance, 45 percent of credit unions don’t currently have a data and analytics strategy in place, and those that do say it will take three to five years to implement.


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CU Rise Analytics announces Trellance CEO Tom Davis as newest board member

Posted on August 8, 2019 at 3:35 AM

VIENNA, VA (July 25, 2019) — This month, CU Rise Analytics welcomed Tom Davis as the newest member of its Board of Directors. Davis is the CEO of data consulting company Trellance, and is a recognized expert in credit union finance, technology, payments, and strategic planning.


CU Rise will leverage Davis’ deep experience as it expands its portfolio of innovative data analytics products and services and continues to serve a growing number of credit unions in the U.S. CU Rise recently developed two new intelligent analytics products, OPTICS and CPMS, to complement its slate of data science products and services for credit unions. The new products provide credit unions with powerful analytics tools without requiring substantial investments in cost or time.

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CU Rise Analytics Takes Home People's Choice Award at AXFI Killer Fintech Speed Rounds

Posted on June 13, 2019 at 10:05 AM



Vienna, VA – June 13, 2019 – CU Rise Analytics was recognized with the People’s Choice Award during the Killer Fintech Speed Rounds at the 2019 AXFI (Analytics and Financial Innovation) Conference in Minneapolis earlier this week.


CU Rise CEO Karan Bhalla and COO Suchit Shah presented its Predictive Model Suite, which gives credit unions access to the latest in powerful predictive analytics technology. The Predictive Model Suite uses machine learning to analyze member data and more accurately predict future behavior around member contribution, attrition, engagement, and cross-sell opportunities.


The Killer Fintech Speed Rounds highlight technology and innovation that is changing the world of credit union financial services. CU Rise was selected to give a fast-paced, seven-minute-maximum presentation, followed by questions from industry experts. Conference attendees then voted for their favorite fintech to determine the People’s Choice award winner.


Currently, the Predictive Model Suite includes a set of ready-to-use models, with the option to custom-build additional models around a credit union’s specific needs. The suite synthesizes a multitude of factors drawn from members’ demographics details, behavioral traits, transactional history and relationship with credit union to generate easily-actionable intelligence, reports and lists.


Because of the overwhelmingly positive response, CU Rise Analytics continues to add more modules to the Predictive Model Suite. The Predictive Model Suite is also available as a subscription-based service through CU Rise Analytics’ partner Trellance (formerly OnApproach) M360 Enterprise, which enables credit unions to integrate all of their data into a single source of truth.


CU Rise Analytics Selected for AXFI Killer Fintech Speed Rounds

Posted on May 30, 2019 at 8:15 AM

Vienna, VA – May 31, 2019 – CU Rise Analytics has been selected to participate in the Killer Fintech Speed Rounds during the 2019 AXFI (Analytics and Financial Innovation) Conference in Minneapolis on June 10. The speed rounds highlight technology and innovation that is changing the world of credit union financial services, and CU Rise is part of a small group of organizations invited to present their innovative offering following a competitive application process.


The speed rounds consist of fast-paced, seven-minute-maximum presentations, followed by questions from industry experts. CU Rise will be presenting its Predictive Model Suite, which gives credit unions access to the latest in powerful predictive analytics technology. The Predictive Model Suite uses artificial intelligence to analyze member data to more accurately predict future behavior around attrition, engagement, and cross-selling.


“Advanced data science methods like predictive analytics are no longer only the domain of the bigger institutions with the most resources,’ said CU Rise Analytics CEO Karan Bhalla. “As these powerful tools become more broadly accessible, credit unions are tapping into previously unseen insights from their own data for highly targeted, highly effective strategies.”


Currently, the Predictive Model Suite includes a set of ready-to-use models, with the option to custom-build additional models around a credit union’s specific needs. The suite synthesizes a multitude of factors drawn from members’ demographics details, behavioral traits, transactional history and relationship with credit union to generate easily-actionable intelligence, reports and lists.


Because of the overwhelmingly positive response, CU Rise Analytics continues to add more modules to the Predictive Model Suite. The Predictive Model Suite is also available as a subscription-based service through CU Rise Analytics’ partner Trellance (formerly OnApproach) M360 Enterprise, which enables credit unions to integrate all of their data into a single source of truth.


About CU Rise Analytics:

CU Rise Analytics is a global CUSO helping credit unions leverage the power of data to better understand their members. CU Rise identifies the ideal intersections of member need and business opportunity, and provides cost-effective, actionable, manageable solutions that create high-impact results. It is a value-driven resource for data science, strategic best practices, and advisory services. Learn more at www.cu-rise.com


Our Community Credit Union joins growing list of CU Rise Analytics clients to access powerful predictive models

Posted on May 2, 2019 at 12:45 AM

Today, credit unions operate in a landscape dramatically impacted by technology. Customer expectations are rapidly evolving, and deep analysis of the ever-growing amount of data is a crucial strategy for credit unions that want to understand members’ needs and behaviors, and proactively respond in targeted, effective ways.




Bert Fisher, CEO of OCCU was impressed with CU Rise’s ability to help them effectively target efforts with the most return. “CU Rise analyzed last year’s member attrition data in the Predictive Model Suite and revealed the ways we could have more narrowly focused our efforts. We immediately realized that this not only provides huge cost-savings, but we expect to get better results from more targeted efforts. This is a big step in our analytics evolution and we expect CU Rise to be a crucial partner at each step.”




Currently, the Predictive Model Suite includes a set of ready-to-use models along with the option to custom build additional models built around OCCU’s specific needs. The suite synthesizes a multitude of factors drawn from the members’ demographics details, behavioral traits, transactional history and relationship with credit union to generate easily-actionable intelligence, reports and lists.


This article was originally purblished on CU Insight.

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