Helping credit unions serve the needs of their members
Make informed decisions to help meet the emerging needs of your membership. Data analytics can help you identify hidden opportunities, accelerate member engagement, prioritize offers, influence digital adoption and identify at-risk members. No matter the size of your credit union or market, we have the expertise to help you leverage the strength of your brand and create scalable solutions that put your members and their financial well-being first.
Enhance acquisition and your members' journey
Develop custom segments that leverage your brand equity and align with your strategic goals and objectives. Create rich personas to improve the member experience and increase engagement. Bolster acquisition efforts by locating prospective members and identifying new markets most likely to respond to your value proposition.
Engage members and improve their financial wellness
Use WealthScapes, our comprehensive database of financial behaviour, to model your members’ potential value, prioritize resources and customize services such as financial literacy programs. Predict next-best products to accelerate growth with new members and proactively identify and engage at-risk members.
Optimize your network and channel strategy
Identify the drivers that influence the adoption of web and mobile banking while optimizing your distribution strategy. Gain deeper insights into the market potential to identify areas of opportunity and underserved markets. Analyze mobility data to understand visitor patterns at your branches and those of your competitors.
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Meet our Financial Services Practice Team
Our consultants have the experience to help address your key business challenges. Many of our clients work with us as a seamless extension of their team and think of us as their competitive advantage.
Larry Filler
Senior Vice President & Practice Leader
Larry Filler helps organizations realize value from data. He has more than 30 years of experience in developing and applying analytics solutions for clients across many industry sectors, including technology, financial services, retail, automotive, packaged goods, loyalty, travel and not-for-profit. Larry co-founded the Boire Filler Group, an analytics consulting practice that was acquired by Environics Analytics in 2016. He began his career at American Express and later worked at the Loyalty Management Group and MacLaren McCann Relationship Marketing. A frequent speaker at industry conferences, Larry holds a Bachelor of Science degree in Economics from the University of Wisconsin and an MBA in Marketing from Schulich School of Business at York University.
Nil Patel
Vice President, Business Development
Nil brings over 20 years of experience working with US and Canadian Financial Services firms improve efficiency. Nil has spent the last 8 years helping Credit Unions cut through the complexity and noise within data analytics, and focus on purpose driven solutions that enable Credit Unions to be more agile, stay competitive, and continue to grow.
Who We Work With
Trusted by Leading Financial Brands and Organizations
Financial Services Industry Insights and Trends
Our industry experts publish timely analysis of government data releases, opinions on industry trends and insights on how organizations are embracing big data and analytics to help you stay informed.
We Know Data
Enhance your data with our privacy compliant, authoritative databases. Choose from over 60 databases including financial, demographic, segmentation and behavioural data. Here are a few of our popular databases that support the needs of the financial services industry.