Whether you refer to your buyers as customers or members, data helps financial institutions understand them and predict their behavior patterns. It is a continuous process and requires a sound strategy. The majority of businesses today are using data analytics to improve their decision-making and their operational performance — and savvy financial institutions should, too.

In this episode of Bank on Wipfli, join Robert Zondag, Wipfli principal, and Matt Sabo, Wipfli director, for a discussion with Wescom Credit Union leaders Dave Cerwinski and Joseph Pellissery. They cover:

·        How data helps financial institutions understand their buyers (aka customers and members)

·        The kinds of offers that keep buyers loyal

·        How data empowers associates at your institution in their engagement with buyers