Helping credit unions serve the needs of their members

Make informed decisions to help meet the emerging needs of your membership. Data analytics can help you identify hidden opportunities, accelerate member engagement, prioritize offers, influence digital adoption and identify at-risk members. No matter the size of your credit union or market, we have the expertise to help you leverage the strength of your brand and create scalable solutions that put your members and their financial well-being first.

Enhance acquisition and your members' journey

Develop custom segments that leverage your brand equity and align with your strategic goals and objectives. Create rich personas to improve the member experience and increase engagement. Bolster acquisition efforts by locating prospective members and identifying new markets most likely to respond to your value proposition.

Engage members and improve their financial wellness

Use WealthScapes, our comprehensive database of financial behaviour, to model your members’ potential value, prioritize resources and customize services such as financial literacy programs. Predict next-best products to accelerate growth with new members and proactively identify and engage at-risk members.

Optimize your network and channel strategy

Identify the drivers that influence the adoption of web and mobile banking while optimizing your distribution strategy. Gain deeper insights into the market potential to identify areas of opportunity and underserved markets. Analyze mobility data to understand visitor patterns at your branches and those of your competitors.

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Meet our Financial Services Practice Team

Our consultants have the experience to help address your key business challenges. Many of our clients work with us as a seamless extension of their team and think of us as their competitive advantage.

Larry Filler

Senior Vice President & Practice Leader

Larry Filler helps organizations realize value from data. He has more than 30 years of experience in developing and applying analytics solutions for clients across many industry sectors, including technology, financial services, retail, automotive, packaged goods, loyalty, travel and not-for-profit. Larry co-founded the Boire Filler Group, an analytics consulting practice that was acquired by Environics Analytics in 2016. He began his career at American Express and later worked at the Loyalty Management Group and MacLaren McCann Relationship Marketing. A frequent speaker at industry conferences, Larry holds a Bachelor of Science degree in Economics from the University of Wisconsin and an MBA in Marketing from Schulich School of Business at York University.

Nil Patel

Vice President, Business Development

Nil brings over 15 years of experience servicing both Canadian and US Capital Markets, Retail Banks and Credit Unions. Nil helps Credit Unions solve their business challenges and gain a competitive advantage through the utilization of Value Chain Analysis, Advanced Analytical Platforms, and Data aimed at improving their ability to target and acquire members, increase the value of customer relationships, optimize product and pricing strategies, improve efficiency of banking channel networks and launch new products. Nil holds a Bachelors in Economics degree from McMaster University.

Who We Work With

Trusted by Leading Financial Brands and Organizations

  • westoba-credit-union-logo

    “[Environics Analytics] goes above and beyond to make sure the end products they deliver meet your needs and you fully understand how to implement them. This is a big help because when it comes to data analytics, not everyone is an expert and having people to lean on for assistance is key.”

    Amy Doerksen, Marketing & Communications Director | Westoba Credit Union See the Case Study
  • credit-unions-atlantic-canada-logo

    “The gap analysis provided us with clear insights into the opportunities for market penetration for our credit unions across the region. It has helped us prioritize areas of focus both regionally and at an individual credit union level.”

    Darlene Turner, Manager, Brand Marketing | Atlantic Central See the Case Study
  • steinbach-credit-union-logo

    “Always just a phone call away, the Environics Analytics team equipped us with the tools, training and collaborative support that resulted in significant insight into our business and an ability to translate that insight into winning campaigns.”

    Stephanie West, Marketing Generalist | Steinbach Credit Union
  • affinity-credit-union-logo

    “In a saturated market, it’s more important than ever to engage the right members, at the right time, with the right message to earn their loyalty and more of their business. Thanks to our work with Environics Analytics, we now have the data and analytics to better understand our members when we make decisions.”

    Adam Thome, Insights Manager | Affinity Credit Union

 

Financial Services Industry Insights and Trends

Our industry experts publish timely analysis of government data releases, opinions on industry trends and insights on how organizations are embracing big data and analytics to help you stay informed.

 

 

For Whom the Rate Tolls

Implications of interest rate increases on discretionary spending.

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News

Read about EA's recent mobile movement studies covered by the media.

In the News

Data is Half the Battle

Libro Credit Union shares communication tips to gain buy-in from teams and leverage data insights to their full potential.

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Industry Insights

Read about EA's recent mobile movement studies and insights from our industry experts.

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We Know Data

Enhance your data with our privacy compliant, authoritative databases. Choose from over 60 databases including financial, demographic, segmentation and behavioural data. Here are a few of our popular databases that support the needs of the financial services industry.

 

Profiling & Segmentation

Create custom B2B segments, customer segments and economic segments aligned with your business goals and objectives.

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WealthCare

Understand financial wellness by age to gain insight into the challenges and opportunities customers are likely to experience at different life stages.

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WealthScapes

A comprehensive database for information on the assets, liabilities and income of Canadians and designed for financial planning, marketing and targeting applications.

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