Credit Union Engagement Analytics: How to Recapture the Cooperative Spirit

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Date

2014-05

Authors

Foltz, Casey

Journal Title

Journal ISSN

Volume Title

Publisher

University of Oregon

Abstract

U.S. credit unions originally served small, homogeneous populations, were managed by members and granted tax exemption on the basis of this cooperative structure. Today, credit union membership is expanding, increasingly heterogeneous and geographically dispersed – calling the appropriateness of tax exemption into question. This annotated bibliography presents literature to examine tools and technologies to analyze operational and social media data to inform member engagement strategies with the intent to justify the continuation of the industry’s tax exempt status.

Description

59 pages

Keywords

Credit union member engagement, Credit union analytics, Credit union tax exemption, Cooperative management, Social media, Analytics, Customer engagement, Knowledge management challenges, Net promoter, Nonprofit analytics, Analytical CRM, Data analysis, Business intelligence, Social networks, Word-of-mouth, Nonprofit customer engagement

Citation