Build a Winning Data Strategy

Don't Gamble with Your Data Strategy

Align data management with business goals. Turn IT into a revenue center. Build efficiency while eliminating costly manual processes. Improve member experience. We can show you how.

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Building a winning data strategy shouldn’t be left up to chance.

For data to be a strategic asset, stakeholders across your credit union must be able to access, understand and use trusted data. Simply pulling reports directly from your core system won’t cut it – as data sources and point solutions proliferate across the modern banking technology stack, reporting from a single system only provides an incomplete picture of member activity and experience. At the same time data is made accessible, data has to remain secure – no banking leader wants to see the name of their institution splashed across the front page of a newspaper because bad actors found a back door to sensitive data. A successful data management strategy prioritizes both data access and data security through robust data governance and active data control. Passerelle helps credit unions holistically address their top data management concerns, whether it is moving from fragile legacy systems toward a nimble, scalable data architecture, or optimizing current data infrastructure for advanced analytics and Enterprise AI. We offer complimentary consultations that can help you get started with no risk and will provide a clear roadmap to data estate modernization.

Would you bet on Blackjack if you didn’t know what was in your hand?

Without a Member-360 view, you can’t make data-driven decisions about how to best support your account holders and business goals.

Dealer's Choice

The right consultation to address your needs.

AI Readiness Workshop

We believe the best way to get started with any new data strategy, including AI, is to start small and build on success. Your complimentary 90-minute workshop will review your current state and provide a detailed roadmap for AI and ML adoption in your organization. During your workshop, you will go beyond the hype and hyperbole of AI + ML and uncover opportunities to add real value to your data ecosystem.

Data Governance Workshop

During your Data Governance Workshop, we will survey your current data management practices and identify areas for immediate impact using our Agile Data Governance framework. We will help you identify long-term goals and strategies as part of a Data Governance Roadmap. Finally, we will help you identify a use case that will help show ROI in your Data Governance initiatives.

Financial Services Consultation

During your consultation, we'll help you identify liabilities in your data architecture and look at areas where you can save money will modernizing your data management systems. We'll look at potential use cases, from supporting targeted marketing capabilities, to creating operational efficiencies, to identifying candidates for upsell and members who are at risk for churn.

Why Passerelle?

Passerelle specializes in helping regional credit unions and banks turn data into a strategic corporate asset. We believe in building data architecture that supports your self-determination in a future-ready data estate. While we strive to bring value to every interaction and project, we want to make sure you have all the skills and training to deploy data strategy initiatives on your own. You can count on Passerelle’s team of engineers, developers, architects and subject matter experts to put your needs first. We will only make recommendations for tools and technologies that fit your goals, your budget and your business needs. When you work with Passerelle, you are gaining a long-term advocate, consultant and business partner. We look forward to working with you to bridge data to action.

Start Your Data Estate Transformation Today

Submit the form below to request a consultation. Our complimentary consultation includes a needs assessment and technology roadmap.

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