Come join us and other credit union Tableau users to better understand the latest Tableau features and use cases for CU's. We're bringing the CUTUG back as a collaborative group to address common challenges as a community such as deposit trends, fluctuating interest rates, member segmentation, automation, and more.
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Join us for a 1-hour session with two of our very own Credit Union Tableau Users! Dana Weigel from WECU and Karrie Cardiff from BECU.
1. Welcome & Introductions
2. Tracking Performance towards Membership & Loan Origination goals
3. Understanding and measuring Member Acquisition Channels
4. How to Build & Engage Your CU's Data Community
5. Open Forum + Questions & Answers
BECU
Senior Digital Analyst
WECU
Senior Business Intelligence Analyst
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