Sound Credit Union Improves Member Service With Self-Service Analytics
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- WebFOCUS
- InfoAssist
- RStat
技术栈
- Business Intelligence
- Data Analytics
- Data Integration
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Productivity Improvements
技术
- 分析与建模 - 实时分析
- 分析与建模 - 预测分析
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
用例
- 质量预测分析
- 供应链可见性(SCV)
服务
- 数据科学服务
- 系统集成
关于客户
Sound Credit Union is one of Washington state’s largest credit unions. Founded in 1940, it has 29 full-service branch locations throughout the Puget Sound area. The credit union provides its nearly 120,000 members with authentic and trusted financial support and services. Sound Credit Union is committed to providing its members with the best possible service, and to do so, it needs to have a comprehensive understanding of its members' activities. However, the organization was facing challenges in gaining visibility into member data, which was hindering its ability to effectively answer member questions and take action on their behalf.
挑战
Sound Credit Union was facing a challenge of lack of visibility into member data. This made it difficult for the employees to answer member questions and take action on their behalf. They could not easily combine data from diverse sources to achieve a cohesive, 360-degree view of member activities. The organization was bogged down with too much manual work and too many assumptions based on incomplete data. For instance, they knew they needed more deposits, but they couldn’t decipher the trend in their checking accounts, savings, money market accounts, CDs, and other deposit vehicles. They needed an executive dashboard and solid analytics to give them answers.
解决方案
Sound Credit Union decided to create an analytics portal and associated data mart that provides a well-rounded picture of the entire member base, including segments of members, individual members, and trends in activity. They chose Information Builders’ WebFOCUS because it allowed them to develop several different portals, and they can review the data through a variety of screens, reports, and visualizations without having to write code. WebFOCUS had a comprehensive data management layer for integrating and cleansing the data. They created an analytical data mart comprising three portals: Branch Metrics, Credit Union Insights, and Lending Metrics. They also wrote extract, transform, and load (ETL) scripts to pull nightly data extracts from multiple source systems. This data now resides in a consolidated data warehouse that forms the basis for the credit union’s growing knowledge about member behavior, with details about deposits, withdrawals, transfers, credit card payments, loan payments, checking and savings balances, payment histories, and more.
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