AXYM™ is Satori’s Predictive Analytics Solution for credit unions. Understanding and modeling member data since 2004, AXYM™ is the intersection of insight and foresight where credit unions can predict,  with a high degree of confidence, a member’s next financial purchase.

AXYM™ helps credit unions effectively analyze and strategically leverage member data to build relationships that last a lifetime.

Taking a Holistic Approach to Help You Attract, Grow and Retain Your Business

In 2017, 50% of global financial services leaders ranked enhanced analytic capabilities as one of their organizations top three priorities – and amongst credit unions specifically it was number one. The reality is that fewer than 10% of companies are where they want to be in using the customer data available to them.

– Data Integration & Business Analytics for Canadian Credit Unions, March 2017; 1. 2017 Retail Banking Trends and Predictions, Digital Bank Report
– The Data-Centric Organization: Transforming for the Next Generation of Audience Marketing, Sept 2016 – Winterberry Group

Today, more than ever, members are looking to their credit union to help make their financial lives easier.  AXYM™ is a powerful tool to support Sales and Marketing efforts by enabling proactive relationship building activities that will grow and strengthen your relationship with each and every member.

“You can’t go back and change the beginning, but you can start where you are and change the ending.” 

– C.S. Lewis

How do you eat an elephant? One bite at a time…

AXYM™ takes a holistic approach to growth focused on three key levers – Attracting, Growing, and Retaining, both members and dollars.   At Satori, we know that resources are stretched thin, and with this in mind, our Consultants work with you to purposefully identify your strategic priorities and develop a strategy with goals and tactics to help you begin your journey and track results.    Our strategic, integrated approach is one of the attributes that sets Satori apart from other analytics providers. We care and take the journey with you…until you’ve tackled your elephant!

Powerful, Predictive and Personalized 

AXYM™ builds Predictive Segmentation tailored specifically for your credit union. Leveraging over 15 year’s of data modeling experience, and working specifically with credit unions, we formulate segments that are customized and specific to the behaviors of your members.  Our two main proprietary measures are Member Engagement and Member Future Buying Potential.  In other words, AXYM™ focuses on both sides of the equation by deepening member relationships and engagement and growing member share of wallet. A winning combination that is powerful, predictive and personalized.

AXYM™ Key Outputs that drive ROI:

  • Eight actionable and customized segments;
  • Next Best Product and Next Best Service for each member;
  • Channel analysis;
  • Attrition scores for each member;
  • Wealth model;
  • Analysis of current member onboarding statistics with strategic recommendations;
  • Third party data integration (Aviso, Cards, Insurance, Net Promoter, Survey data) ;
  • Opportunity analysis for growth projections;
  • Benchmarking;
  • CRM optimization;
  • Sales support;
  • Easy to use table for membership analysis on 100+ variables and turn-key list pulling;
  • Monthly dashboards;
  • Data to support branch structure and future planning;
  • Ongoing consulting, best practices and training to drive maximum value and ROI.
“We are focused on growth through broadening member relationships and increasing market share and it was clear to us that Satori was the right partner to make this happen. Satori’s segmentation solution, which focuses on Member Engagement and Next Best Product methodology, coupled with their deep understanding of the Credit Union market and sales strategies will support our vision and our commitment to delivering a best-in-class service experience.”
Julie Langham, VP Sales and Service, Salmon Arm Savings and Credit Union
Learn More About Satori’s Predictive Analytics Capabilities Today!

CRM Integration & Optimization – Where the Rubber Hits the Road!

Satori leverages more than 15 years of extensive CRM and sales experience to help you maximize the AXYM™ output and integrate it with your CRM.    Our consultants are not only available to help you to configure, execute, and capture the data for your campaigns, but our experts can train and equip your staff to sell more effectively.

CRM can be a powerful tool – we are here to help.

We know that CRM solutions are a significant investment for any organization – both in the time required to select the solution and train staff, as well as the financial commitment.  Organizations that have made an investment in a CRM tool are looking for a strong ROI. However, we have found that there is often a gap in engagement, proper use and buy-in. Satori has the expertise to support credit unions to optimize CRM understanding, adoption, and value to the organization and your members.  To achieve this we have created the CRM Heatlth Check.

  • Comprehensive analysis of functionality and current use
  • Identification of strengths and weaknesses, along with prescribed changes
  • Best practices
  • CRM configuration – designed to optimally leverage
  • Integration of AXYM™ Predictive Analytics services into CRM
  • Campaign management, report pulling and “How to” campaign
  • Relationship sales coaching
  • Coaching the Coaches
Learn More On How Satori Can Help you Optimize Your CRM!

Surveys – Customer Effort including Net Promotor

According to research published in the Harvard Business Review, measuring customer effort outperforms the Net Promoter Score and customer satisfaction measures in predicting customer behaviour. This research has led Satori Consulting Inc. to partner with the US firm called Member Effort Survey to bring the effort measurement to Canadian Credit Unions. Member Effort Survey is backed by Steve Straub of Competitive Edge, a firm focused on leveraging technology to measure satisfaction and loyalty among members and staff.

Member Effort Survey measures the amount of effort that a member needs to exert to do a transaction or conduct banking at a credit union. Whether it is applying for a loan, accessing mobile banking, calling a branch or cashing a cheque, the data collected provides insight to processes or channels that require more effort and therefore provides tangible data to create internal changes to streamline processes and make dealing with the organization easy and seamless. According to a Harvard Business Review article, of the customers who reported low effort, 94% expressed an intention to repurchase, and 88% said they would increase their spending. Only 1% said they would speak negatively about the company. Conversely, 81% of the customers who had a hard time solving their problems reported an intention to spread negative word of mouth. Compelling statistics indeed.

Kindred Credit Union PACE Credit Union Aldergrove Credit Union

About Satori Consulting inc.

Satori Consulting inc. is a leading Canadian owned management consulting and leadership development firm, based in Burlington Ontario. Being based in Burlington Ontario supports our geographically close service areas of Hamilton, Oakville, Mississauga, Cambridge, Waterloo, Toronto and the GTA, but we are also national and global in scope providing management consulting services from coast to coast.

We bring a unique, cross-disciplinary approach to clients’ challenges, ensuring the right balance of expertise, real world experience and best practices across business strategy, governance, organizational performance and executive & talent development.

Providing expertise in credit union consulting, insurance industry knowledge, academia (coaching and teaching), general business management solutions, family business solutions, leadership development and team building – Satori Consulting inc. is passionate about management consulting and partnering with clients that want change.