Master Data Management

This portal empowers credit unions to maintain and manage accurate eligibility, product, and service information. It ensures that the data collected from external sources is reliable and up-to-date to drive consumer trust and satisfaction. This portal will always be free for use and
ensures prospective members receive the most accurate information, improving satisfaction and conversion rates.

Key Points

  1. Data Aggregation
    Collects and integrates information from multiple external sources, including eligibility criteria, product offerings, and services available at your credit union, and delivers you an interactive portal to modify for accuracy.
  2. Data Validation
    Cross-checks and verifies data accuracy to ensure consistency and reliability.
  3. Data Customization
    Allows credit unions to edit and tailor data to align with specific business rules or unique offerings.
  4. Dynamic Updates
    Automates updates the CU Station™ portal to reflect the latest offerings or eligibility criteria changes.

Implementation Steps

  • Initial data upload and system integration.
  • Data validation and customization to align with your credit union’s unique offerings.
  • Dynamic updates and real-time syncing are enabled for continuous accuracy.
  • Implement Data Quality processes to compare updated information against publicly available sources.
  • Deploy communication feedback loop on mismatches in public information.

Next Steps

  1. Schedule a demo to see how the Master Data Management module works.
  2. Collaborate with our onboarding team to prepare your initial data set.
  3. Activate Door 1 to start leveraging accurate data today!