Proving Data Strategies ANALYZING MEMBER GROWTH AND COMPOSITION - PowerPoint PPT Presentation

Oct 20, 2023 •339 likes •405 views

Proving Data Strategies ANALYZING MEMBER GROWTH AND COMPOSITION Contact us at: ai@cuanswers.com How to count members? Philosophy vs Data Is a member the account or the person/entity? Membership = Account Base Individual = Social

Proving Data Strategies ANALYZING MEMBER GROWTH AND COMPOSITION Contact us at: ai@cuanswers.com
How to count members? Philosophy vs Data – Is a member the account or the person/entity? Membership = Account Base Individual = Social Security/Tax ID Number Primary Individual SSN/TIN = MASTER table Secondary Individual SSN/TIN = SECNAMES table ‘Active’ = No written off loan(s) ‘In Good Standing’ = Criteria varies per credit union and purpose
How to count members? Philosophy must meet data somewhere. Someone has to set a definition or make a call. It’s the data analyst’s job to be aware of the potential philosophies, determine the relevant philosophy, then translate that to the system and practicality of data. CUSO Magazine Article - cusomag.com/2019/11/20/how-many-members- does-my-credit-union-have
How to count members? Know the 2 ways CU*Answers tools count a member. CU*Answers counts members as any membership (account base in MASTER) CU*Answers bills for members as active memberships (subtracts account bases with written off loans) Then… Marketing needs members ‘in good standing’ memberships Eligible to vote for board is often any individual* * Details are typically dictated by bylaws - Primary or joint? Do businesses get one vote per Tax ID number or does each person on the business account get a vote?
Tools - Member Growth & Demographics • 520 Membership Analysis Report / 525 Membership Summary Comparison • 553 New/Closed/All Memberships Dashboard • 752 Relationship Analysis • 508 Member Retention by Age Group / 509 Member Retention by Year Opened • 840Targeted Tiered Score Analysis / 856Tiered Services Comparison • 132 Losing the Love/Mbr Behavior Patterns • 232 Common Bonds for Member Group • Analytics Booth –Trends and Alerts on Member Data
New Members – New / Closed / Net Every month you win some and you lose some. Be wary of focusing too closely on new members. It’s risky to minimize data on memberships lost and how quickly you are losing them! New = Opened a new membership Closed = Closed an existing membership Net = New – Closed

Download Presentation

Download Policy: The content available on the website is offered to you 'AS IS' for your personal information and use only. It cannot be commercialized, licensed, or distributed on other websites without prior consent from the author. To download a presentation, simply click this link. If you encounter any difficulties during the download process, it's possible that the publisher has removed the file from their server.

Recommend

Saturation-based Theorem Proving and ML Course Machine Learning and Reasoning 2020 MLR 2020 1 1

First-order Logic and Theorem Proving Saturation-based Proving Further Tuning and the Role of Strategies Summary Saturation-based Theorem Proving and ML Course Machine Learning and Reasoning 2020 MLR 2020 1 1 Czech Technical Univeristy in

913 views • 64 slides

Proving In fi nite Satis fi ability Peter Baumgartner Joshua Bax Goal Theorem Proving in

Proving In fi nite Satis fi ability Peter Baumgartner Joshua Bax Goal Theorem Proving in Hierarchic Combinations of Speci fi cations Dis Background theory linear integer arithmetic Data structures ? Conjecture list axioms/arrays

443 views • 15 slides

Overview of automated reasoning and ordering-based strategies Maria Paola Bonacina Visiting:

Outline Automated reasoning Some building blocks for reasoning The theorem-proving problem Inference mechanisms Theorem-proving strategies Overview of automated reasoning and ordering-based strategies Maria Paola Bonacina Visiting: Computer

1.27k views • 90 slides

On Theorem Proving for Program Checking Historical perspective and recent developments Maria

Outline Introduction Where is theorem proving in program checking Inside theorem proving Big and little engines together: a new theorem proving style Decision procedures with speculative inferences Current and future challenges On Theorem

944 views • 69 slides

Visual theorem proving with the Incredible Proof Machine The idea Theorem Proving without

Interactive Theorem Proving, Nancy August 22, 2016 Joachim Breitner Karlsruhe Institute of Technology University of Pennsylvania, Philadelphia Visual theorem proving with the Incredible Proof Machine The idea Theorem Proving without Syntax

579 views • 43 slides

Learning theorem proving through self-play Stanisaw Purga Overview AlphaZero Proving

Learning theorem proving through self-play Stanisaw Purga Overview AlphaZero Proving game adjusting MCTS for proving game some results 2019-10 1 Neural black box game state S move policy expected outcome R n v

455 views • 45 slides

4.5: Proving the Correctness of Grammars In this section, we consider techniques for proving the

4.5: Proving the Correctness of Grammars In this section, we consider techniques for proving the correctness of grammars, i.e., for proving that grammars generate the languages we want them to. 1 / 21 Definition of Suppose G is a grammar and

324 views • 21 slides

Groundwater Contamination Litigation: Proving Groundwater Contamination Litigation: Proving And

Presenting a live 90 minute webinar with interactive Q&A Groundwater Contamination Litigation: Proving Groundwater Contamination Litigation: Proving And Defending Against Liability for Clean Up Costs Demonstrating Nexus, Causation and

940 views • 62 slides

Towards Proving Runtime Properties of Data-Driven Systems Using Safety Envelopes Samuel Breese

Towards Proving Runtime Properties of Data-Driven Systems Using Safety Envelopes Samuel Breese Fotis Kopsaftopoulos Carlos Varela Rensselaer Polytechnic Institute Dynamic Data Driven Application Systems (DDDAS) Session International Workshop

418 views • 21 slides

Telling our story: Methods for proving academic impact at the administrative level Florida

Telling our story: Methods for proving academic impact at the administrative level Florida Library Association 2018 Annual Conference Craig Amos, Penny Beile, Bob Dugan, Kirsten Kinsley Seven strategies for effectively communicating the

731 views • 62 slides

Proving Correctness of a KRK Chess Endgame Strategy by SAT-based Constraint Solving Marko

Introduction Reduction to SAT and URSA system Chess Endgame Strategies and Bratkos Strategy for KRK URSA Specification of KRK Endgame and of Strategy Correctness of Strategy Discussion and Conclusions Proving Correctness of a KRK Chess

390 views • 27 slides

Enterprise Data Management (EDM) and Enterprise Product Generation (EPG) Proving Ground in the

Enterprise Data Management (EDM) and Enterprise Product Generation (EPG) Proving Ground in the AWS Cloud 2019 AMS Annual Meeting Rich Baker Solers, Inc. ESPDS Development Chief Architect Peter MacHarrie, Solers , Inc. John Sobanski, Solers,

199 views • 16 slides

Automated Theorem Proving 1/4: Introduction and Propositional Theorem Proving A.L. Lamprecht

Automated Theorem Proving 1/4: Introduction and Propositional Theorem Proving A.L. Lamprecht Course Program Semantics and Verfication 2020, Utrecht University September 21, 2020 Lecture Notes Automated Reasoning by Gerard A.W. Vreeswijk.

609 views • 40 slides

Automated Theorem Proving 2/4: First-Order Theorem Proving A.L. Lamprecht Course Program

Automated Theorem Proving 2/4: First-Order Theorem Proving A.L. Lamprecht Course Program Semantics and Verfication 2020, Utrecht University September 23, 2020 Lecture Notes Automated Reasoning by Gerard A.W. Vreeswijk. Available for

1.03k views • 54 slides

Proving that Artinian implies Noetherian without proving that Artinian implies finite length

Proving that Artinian implies Noetherian without proving that Artinian implies finite length Chris Conidis University of Waterloo April 1, 2012 Chris Conidis Proving that Artinian implies Noetherian without proving that Artinian Background

1.01k views • 76 slides

Proving the Equivalence of Higher-Order Terms by Means of Supercompilation Ilya Klyuchnikov and

Introduction Proving properties of programs Proving equality and equivalence Applications Summary Proving the Equivalence of Higher-Order Terms by Means of Supercompilation Ilya Klyuchnikov and Sergei Romanenko Keldysh Institute of Applied

588 views • 31 slides

Automorphism orbit membership for right-angled Artin groups Matthew B. Day University of

Automorphism orbit membership for right-angled Artin groups Matthew B. Day University of Arkansas matthewd@uark.edu GAGTA7@CCNY, May 30, 2013 Ar iv reference: 1211:0078, Full-featured peak reduction in right-angled Artin groups Matthew Day

874 views • 75 slides

Proof-of-Concept Working Groups August 5, 2016; Facilitators John Lumpkin & Andy Wiesenthal

Initial Coordination for Digital Bridge eCR Proof-of-Concept Working Groups August 5, 2016; Facilitators John Lumpkin & Andy Wiesenthal Coordination for eCR Proof-of-Concept Working Groups Agenda Topic Contents Duration Opening

180 views • 15 slides

Families CoP State 8.7.19 Team Welcome & Introductions Core Belief: All people and their

SD Supporting Families CoP State 8.7.19 Team Welcome & Introductions Core Belief: All people and their families have the right to live, love, work, play and pursue their life aspirations in their community. 3 What is a Community of

466 views • 21 slides

Jared James TO CONNECT WITH FOR MORE INFORMATION JARED visit VISIT www.ConnectWithJared.com

Jared James TO CONNECT WITH FOR MORE INFORMATION JARED visit VISIT www.ConnectWithJared.com www.JaredJamesToday.com 2011 : 4.5 M 4.8 M Annual Home Sales Real Estate Leads Generated 2017 : 85.5 M 5.5 M Annual Home Sales Real Estate

572 views • 5 slides

Type-2 Fuzzy Analysis Definitions Explains Ubiquity of Main Results How Robust Are . . .

Membership . . . Triangular and . . . Need for a Type-2 . . . Expert Rules Type-2 Fuzzy Analysis Definitions Explains Ubiquity of Main Results How Robust Are . . . Triangular and Trapezoid What If We Use a . . . Statistics Approach . . .

554 views • 31 slides

for the Northeast New England Library Association Conference October 22, 2017 Matthew Revitt,

Building a Shared Collection for the Northeast New England Library Association Conference October 22, 2017 Matthew Revitt, EAST Shared Print Consultant & Maine Shared Collection Librarian, University of Maine Setting the Scene Lack of

831 views • 55 slides

Week 13: Featherweight Scala Martin Odersky EPFL 1 Two Worlds Objects and modules have

Week 13: Featherweight Scala Martin Odersky EPFL 1 Two Worlds Objects and modules have complementary strengths. Modules are good at abstraction . For instance: abstract types in SML signatures. (Object systems offer only crude visibility

1.1k views • 52 slides

National Mining Association March 2, 2010 Companies need to know the rules of the game. Of

National Mining Association March 2, 2010 Companies need to know the rules of the game. Of critical importance are: Permitting timeframes Applicable regulations and policies Consistent applications of regulations and policy

280 views • 5 slides