Some of our most recent successes
Credit Unions everywhere use Datava to deepen member relationships,
empower their employees, and grow their share of wallet. Learn how.
11,000 MORTGAGE REFERRALS & 167 MILLION IN NEW MORTGAGES
REFERRAL MANAGEMENT
With Datava’s sophisticated Referral Management, send, track and report referral opportunities in real time between departments. Cut response time with rapid, multi-directional communication and maximize cross-sell by providing the right recommendations for members.
PRODUCED 180 LOANS AND 130 ADDITIONAL DEPOSIT PRODUCTS
ONBOARDING MANAGEMENT
Datava’s Onboarding Manager ensures consistent implementation of the credit union’s onboarding process and allows management to hold employees accountable for the member experience. Managers get real-time updates on employee and branch performance and more.
SAVED 480 VP AND BRANCH MANAGER STAFF HOURS PER YEAR
GOALS AND INCENTIVE TRACKING
With Datava’s Sales Performance Tracking System, get accurate, online access to all sales, referral and incentive results. Customized dashboards for any metric, across any time interval, at every level of your organization. Coach and improve employee performance.
AMERICAN HERITAGE CREDIT UNION ACHIEVED $1 BILLION GROWTH IN JUST 2 YEARS WITH DATAVA
COMPLETE SYSTEM
With Datava’s Complete Data Activation Platform, your credit union can achieve explosive growth, improve member relationships and maximize employee efficiency. Datava reinvents the way Credit Unions interact with their data and with a single platform, Datava can replace or improve every link in your data activation chain, including data warehousing, CRM, business intelligence, predictive analytics and more. Datava is seamlessly compatible with every major CU core, is deployable to every person on your team and fuels success in every role and department at the credit union. Datava’s role-tailored reports and AI-powered recommendations give your best people instant answers to their most pressing questions – in 3 clicks or less. Simply put, Datava’s Complete Data Activation Platform can transform your credit union and help you achieve your goals.
25%
Increase in
Household
Cross-Sell
200%
Increase in
New Indirect
Approved Loans
29%
29% Increase in
Loans and Deposits
from SEGs
Breana Wolfert
Vice President, Data & Innovation
Discover why American Heritage Credit union chose Datava and the impact the platform has had on every facet of their organization.
Kevin Tressel
Chief Information Officer
Learn what makes Datava a great vendor partner and how they went above and beyond to create the perfect solutions for American Heritage Credit Union.
5.0
“Datava understands our needs, they understand what it is we’re trying to accomplish, and they find the solution. Datava really works well with me and my team.”
Howard Meller – CEO, People First Credit Union
We can help your Credit Union achieve its goals
See for yourself how Datava’s Platform can help your staff be more connected, your growth more exponential, and your credit union more member-centric.