Upcoming Events


Increasing Deposits – Now is the right time!

Session Description –

Growth! All Credit Unions want growth.
Some will say balanced growth is better. Others will have a focus on the loan side of the equation, while others on deposits – it depends on your balance sheet and outlook. Understanding the analytics behind what has worked in the past, is the key to setting and realizing your growth strategy in 2018. Understanding past experience with precise measurement can unlock the power of your branch staff to achieve extraordinary growth this year.
Interested parties : CFO, Product Manager, Sales Managers and Operations
This webinar will expose key customer behavior analytics required to measure new, lost and money that has moved across products and branches within the bank across time, location and Member segment – a critical tool for setting and realizing a successful growth strategy.
Key Topics:
  • Unveil Member behavior that drives balance growth and attrition
  • Learn the benefits if you follow the money flow within the credit union
  • Discover innovative new ways behind identifying good prospects for additional products and retaining existing Members
  • Explore proven ways to improve the effectiveness of your selling and cross selling effort, and maximize revenue from existing members
  • Enable more focused marketing for better results


Wednesday, March 28th. 12:00 pm – 1:00 pm CT

Register now: http://info.onapproach.com/increasing-deposits-now-is-the-right-time-webinar


Dave McNab, CEO, FlowTracker Analytics

Dave is a Banker, Strategist and creator of the FlowTracker analysis framework. He is our business leader, primary evangelist and lead advisor to Financial Services Executives.

Mary Derango, CMO, FlowTracker Analytics

Mary brings a rich history as an Executive Consultant in Strategy & Analytics, Program and Portfolio Management and Financial Services to FlowTracker Analytics.

Boris Masip, COO, FlowTracker Analytics

Boris is a Business Transformation professional with a deep background in customer experience, operational strategy and change management in the Financial Services Industry.

Increasing Deposits Now is the Right Time Webinar

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The 5th Annual AXFI Conference addresses the growing need to make analytics and innovation a top priority for credit unions. This conference is designed to be of interest to all levels of credit union management, C-Level, VPs, Managers and Technical Staff. The Analytics Track is designed for those that understand their world is changing and seek a way to stay ahead of the curve; the Innovation Track will be unlike anything you’ve experienced, focusing on how we take the channels we have created to the next level. In 2018, we will also feature a NEW track – stay tuned for updates! There has never been a conference like this, for those who believe that innovation + analytics is the future. Come find out why Credit Unions are in the best position to succeed in the new digital world on June 10-13, 2018 at the Radisson Blu MOA Minneapolis – you won’t regret it!

Analytics and Financial Innovation (AXFI) Conference - Register Now