23 MBA (MI) Bank Management and Directors Conference

2023 Michigan Bankers Association Bank Management and Directors Conference

November 1-3, 2023

2023 Michigan Bankers Association Bank Management and Directors Conference

Royal Park Hotel, Rochester, MI

Aunalytics Is Proud To Be a Gold Sponsor of the 2023 MBA Bank Management and Directors Conference

Aunalytics is excited to attend the 2023 MBA Bank Management and Directors Conference as a Gold Sponsor. Representatives from Aunalytics will be demonstrating Daybreak™ for Financial Services, a cloud-native data platform which enables midsized banks to focus on critical business outcomes and make data-driven business decisions in order to compete with large financial institutions. Daybreak helps banks increase deposits, increase customer wallet share, and deliver new products and services.

23 MBA (MI) Bank Management and Directors Conference

Becoming More Customer-Centric

Becoming More Customer-Centric—How Community Banks and Credit Unions Can Cultivate This Mindset and Act on It

Personal, white glove service has always been a competitive advantage for community banks and credit unions. Therefore, a customer-centric mindset is vital. While a customer may be just another number at a large, national bank, community-based financial organizations can get to know people on a more personal level—and they may in turn feel a larger sense of connection and loyalty to a bank or credit union that has a history within the community.

But, as banking moves to be more digitally-focused, a familiar, friendly face at the bank counter is not enough, especially as younger generations embrace the convenience of online and mobile banking. Customer touch points are increasingly digital—which isn’t necessarily a bad thing. Financial institutions now have a wealth of data about each individual. Large, national banks are already using this to their advantage.

Many large financial institutions have invested billions in technology, including data and AI-based solutions that allow them to fully embrace customer centricity in their business practice. This allows them to foster relationships based heavily on digital interactions.

But without ample resources that can be focused on developing data-backed solutions, how can a smaller, community-based institution compete?

Adopting a Customer-First Mindset

While a focus on the customer or member is the bread and butter of most community banks and credit unions, there is always room for improvement. While customer centricity is a sought after ideal, only about 9% of organizations have achieved this goal. This can make it a competitive differentiator for organizations who manage to fully embrace this mindset. To become a truly customer-centric organization, it’s not enough to provide a high level of customer service. It requires customer centricity to be embedded in the organization’s DNA and across all functional areas of the financial institution.

A customer’s interaction with an organization goes beyond the tellers at the branch, or a mobile app’s user interface (though these are each vitally important elements!) There are some questions to consider when evaluating whether an organization is truly putting the customer first:

360 View of a Customer

  • Are your products and services what your customers really want and need?
  • Are recommendations and advice being tailored to each unique individual?
  • Are customers experiencing seamless interactions across all touchpoints?
  • Are you using direct feedback and data to inform decision-making?
  • Are you able to provide customers with “unexpected value,” beyond what they would normally expect from their financial institution?

In order to reach these lofty goals, organizations must first get buy-in across the organization and actively work to shift goals and mindsets.

Embracing The Power of Data and AI

Once a bank or credit union has determined that it is on its way to cultivating a customer-centric mindset, it is time to start taking action. One of the most powerful ways to become more customer-centric is to rely on insights from data. But the first step is to organize data into a 360-degree view of each customer—breaking down data silos in order to capture the entire customer journey.

Once data has been aggregated, cleansed, and organized around each customer, it can be used to make data-driven decisions, personalize the customer journey, and increase the effectiveness of marketing campaigns, and optimize operations. With the power of AI and predictive analytics, organizations can:

  • Enhance digital interactions with chatbots;
  • Enact offer relevant product suggestions;
  • Determine which customers or members are most likely to churn;
  • Identify potential new customers who look the most like their current best customers;
  • Optimize loyalty programs to increase customer satisfaction; and more.

Where To Start?

If all of this sounds like a lofty goal, that is because it is. This undertaking can be a huge challenge for most midsized banks and credit unions. In many cases, it could take several months—or even years—to get to this point. That is why many organizations are looking outside their own walls to work with experienced partners to guide them through the process along with pre-built technology solutions that can reduce the time to implementation.

To meet the unique challenges of community banks and credit unions, Aunalytics has developed the Daybreak Analytics Database—an end-to-end data and analytics platform using AI and machine learning to enrich a bank or credit union’s existing data and create a customer-centric view. This ultimately allows midsized financial institutions to more effectively identify and deliver new services and solutions so they can increase wallet share and better compete with large financial institutions.


23 Indiana Credit Union League Annual Meeting & Convention

Indiana Credit Union League Annual Meeting & Convention

October 25-27, 2023

Indiana Credit Union League Annual Meeting & Convention

JW Marriott Indianapolis, Indianapolis, IN

Aunalytics to attend the 2023 Indiana Credit Union League Annual Meeting & Convention as Gold Sponsors

Aunalytics is pleased to attend and sponsor the 2023 Indiana Credit Union League Annual Meeting & Convention. Aunalytics has developed the Daybreak™ for Financial Services solution which enables credit unions to more effectively identify and deliver new services and solutions by delivering AI insights to improve member engagement and increase deposits so they can better compete with large national banks.

23 Indiana Credit Union League Annual Meeting & Convention

Jack Henry Connect 2023

2023 Jack Henry Connect

October 16-19, 2023

2023 Jack Henry Connect

Indiana Convention Center, Indianapolis, IN

Aunalytics to attend and sponsor 2023 Jack Henry Connect

Aunalytics is excited to attend the 2023 Jack Henry Connect as a sponsor. Aunalytics will be demonstrating Daybreak™ for Financial Services at booth #1037. Daybreak delivers AI-driven insights that enable community banks and credit unions to improve member engagement and increase deposits by so they can better compete with large national banks.

Jack Henry Connect 2023

23 Tennessee Credit Union Connect

Tennessee Credit Union Connect

October 11-12, 2023

Tennessee Credit Union Connect

Embassy Suites by Hilton Nashville South Cool Springs, Franklin, TN

Aunalytics to present educational session at 2023 Tennessee Credit Union Connect

Aunalytics is proud be a Gold Sponsor of Tennessee Credit Union Connect. Aunalytics will be demonstrating Daybreak™ for Financial Services at their booth, and Brad Thien, Relationship Manager, Daybreak CIFI at Aunalytics, will be presenting a talk entitled, “How to Win Wallet Share While Cutting Costs in Operations” at 2:45pm on Thursday, 10/12. Daybreak enables credit unions to more effectively identify and deliver new services and solutions to their members so they can better compete with large national financial institutions.

23 Tennessee Credit Union Connect

23 GoWest CUA MAXX Conference

GoWest Credit Union Association MAXX Convention

October 2-5, 2023

GoWest Credit Union Association MAXX Convention

Spokane Convention Center & Davenport Grand, Spokane, WA

Representatives from Aunalytics to attend the 2023 MAXX Convention

Aunalytics is pleased to attend and sponsor the 2023 GoWest Credit Union League MAXX Convention. Aunalytics has developed the Daybreak™ for Financial Services solution which enables credit unions to more effectively identify and deliver new services and solutions by delivering AI insights to improve member engagement and increase deposits so they can better compete with large national banks.

23 GoWest CUA MAXX Conference

23 Cologix Networking Event

2023 Columbus Connect Networking Event

September 21, 2023

2023 Columbus Connect Networking Event

Columbus Zoo - Heart of Africa Event Center, Columbus, OH

Aunalytics Is Excited to Attend the 2023 Columbus Connect Networking Event

Aunalytics is excited to attend the 2023 Columbus Connect Networking Event, sponsored by its technology partner, Cologix. The Aunalytics team is excited to connect with fellow IT professionals to discuss security and innovation in the technology field.

23 Cologix Networking Event

23 PACB Annual Convention

2023 PACB Annual Convention

September 21-23, 2023

2023 Pennsylvania Association of Community Bankers (PACB) Annual Convention

The Westin Savannah Harbor Golf Resort & Spa, Savannah, GA

Aunalytics Is Proud to Attend the 2023 PACB Annual Convention

Aunalytics is excited to attend the 2023 Pennsylvania Association of Community Bankers (PACB) Annual Convention as a Beverage Break Sponsor. Representatives from Aunalytics will at at booth #9 demonstrating Daybreak™ for Financial Services, a cloud-native data platform which enables midsized banks to focus on critical business outcomes and make data-driven business decisions in order to compete with large financial institutions. In addition, Drew Conley, Daybreak Relationship Manager, will presenting a talk entitled, “How to Win Wallet Share while Cutting Costs in Operations” on Thursday, 9/21 from 4-4:50pm.

23 PACB Annual Convention

23 Fiserv Signature Conference

2023 Fiserv Signature Conference

September 17-20, 2023

2023 Fiserv Signature Conference

Disney's Yacht & Beach Club Resort, Lake Buena Vista, FL

Aunalytics Is Proud to Be a Platinum Sponsor and Speaker at the 2023 Fiserv Signature Conference

Aunalytics is proud to participate in the 2023 Fiserv Signature Conference as a Platinum Sponsor. Representatives from Aunalytics will be available at Booth 201 throughout the conference, and Ryan Wilson, VP Sales at Aunalytics, will presenting a breakout session entitled, “How to Win Wallet Share while Cutting Costs in Operations” at 9:45am on Wednesday, 9/20. In addition, Drew Conley, Daybreak Relationship Manager, will be presenting a product demo of Daybreak™ for Financial Services on Monday, 9/18 from 10:15 – 10:35am.

Daybreak enables community banks and credit unions to more effectively identify and deliver new services and solutions to their customers and members so they can increase wallet share and better compete with large national financial institutions.

23 Fiserv Signature Conference

23 Cornerstone League: ELEVATE Leadership Summit

Cornerstone League: ELEVATE Leadership Summit

September 13-15, 2023

2023 ELEVATE Credit Union Leadership Summit

OMNI Hotels & Resorts Oklahoma City, Oklahoma City, OK

Aunalytics Is Proud to Be a Silver Sponsor at the 2023 ELEVATE Leadership Conference

Aunalytics is excited to attend the Cornerstone League’s ELEVATE Leadership Summit. Aunalytics is participating as a Breakfast Sponsor and our team is excited to demonstrate Daybreak™ for Financial Services at exhibition booth #401. Daybreak enables credit unions to more effectively identify and deliver new services and solutions for their members so they can increase deposits and better compete with large national banks.

23 Cornerstone League: ELEVATE Leadership Summit