A financial customer data platform to enhance experiences, spark engagement and enrich people's lives.
Gain a wealth of seasoned financial industry data strategists who act as an extension of your marketing team, focusing on data-driven marketing, streamlined processes and product sales results.
Work side-by-side with our analysts to identify critical data insights and create impactful marketing strategies, while focusing on achieving your institution's specific growth, retention and member experience goals.
Receive in-depth analyses, business intelligence and reporting of member/customer relationships, lifestyle segmentation insights, and product sales ROI reports to adopt more effective data-driven marketing success.
Our strategist partner with clients to identify opportunities and develop a clear, actionable roadmap for automating onboarding journeys and personalizing cross-selling campaigns, with the flexibility to adapt, test and evolve throughout the year.
Empower your team with comprehensive training and learning how to leverage data analytics to drive results using the platform. We’ll equip your team with new skills to optimize and report results.
Benefit from regular data consulting, quarterly C-Suite strategy performance reviews, and an annual program performance evaluation to ensure ongoing alignment and success.
By Mark Weber, CEO & Chairman - StrumWhile many credit union leaders have tried to build organizational profit models, few have succeeded in building a sightline on the real profitability of their member relationships.Some have generalized, peer-level profitability, or average household profitability based on industry “standards.” Certainly few, if any, know what the “lifetime profitability” of their members truly is. And in fact, some leaders (and boards) have simply determined that it is wrong to identify or even discuss which members are profitable or unprofitable, lest they be treated unfairly.That lack of relationship profitability insight threatens to hinder leaders during an especially vulnerable time: as margins are squeezed; capital ratios decline and lending is challenged amidst the pandemic and recession. If successful growth in the past decade has been covering this blind spot, we are now in a moment where data gaps like this can no longer be ignored.
