CUSO Offers Free Budgeting Consultations to Credit Unions

Posted by Mark Portz on Sep 8, 2016 2:06:00 PM

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Minneapolis, MN (September 8th, 2016) – OnApproach (, the leading provider of Big Data and Analytics for credit unions, is now offering free budgeting consultations to credit unions for a limited time.

As the fall season approaches quickly, many credit unions are attempting to finalize their budget planning for the upcoming year. As the credit union industry faces intense innovation and disruption, budget planning is not the routine act it may have once been. OnApproach, in an effort to support the credit union industry, is now scheduling time to discuss goals, and budget planning for data analytics with credit unions in order to provide an additional expertise to the credit unions internal budgeting process for data analytics.

Participating credit unions will experience a three-step consultation process. First, the credit unions will discuss short and long term goals with OnApproach. Next, OnApproach will take time to review and evaluate information provided in the preliminary meeting. Third, a follow-up meeting will take place, in which credit unions receive the recommendations and have an opportunity to ask follow-up questions about the budget and suggested actions.

This limited time offer is valid through October 31st, 2016.

To learn more about budget planning for credit unions prior to the consultation, check out these four helpful tips.

About OnApproach

OnApproach is a CUSO that focuses on providing credit unions with the power to use data as a competitive advantage both independently and cooperatively.  With OnApproach, credit unions can now harness the value of Big Data/Analytics through integration, advanced reporting, and predictive analytics through industry data pools.  This deeper understanding of data allows credit unions to discover vital trends in member behavior, resulting in improved financial performance, reduced risk, and enriched relationships with members.

Contact Information

Austin Wentzlaff, Director of Business Development

(888) 523-6121 Ext. 110

Request a Free Credit Union Budget Consultation Today

Topics: Budgeting, CUSO

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