Data Complexity Is Hurting Member Experience – Simplify With Data Collaboration

You exist for your members. Are you sure you’re doing everything you can for them? Cinchy simplifies data, preventing the scavenger hunt to find value.

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From Membership to Deposits to ROAA
– Cinchy Is Your Growth Engine

Cinchy eliminates data silos and complexity. It reveals insights that lead to data collaboration across teams and systems. Imagine growth, marketing, and finance teams partnering on the same data sets to attract new members, find competitive rates, and grow deposits. With Cinchy, multiple teams collaborate to develop a shared understanding of member needs when it matters most.

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FINsights
Benchmarking

Financial institution benchmarking with comprehensive public data

  • Custom peer groups
  • Comparisons, rankings
  • Comparative loan analysis
  • Merger analysis
Asset-Liability Icon

Asset-Liability
Committee (ALCO)

Helping ALCO with granular, interactive research with dynamic real-time data

  • Manage liquidity real time
  • Product mix at a glance
  • Cost of funds day by day
  • Full financial picture
Member Research

Member
Research

Understand your membership, deepen relationships, and be where they need you to be

  • Membership at a glance
  • Custom demographic maps:
    • Age, AUM, Account
    • Branch, Location
Monitoring & Alerta

Transaction Monitoring & Alerts

See large deposits live – before they’re transferred out of your credit union

  • Proactively engage: 
    • Retain deposits
    • Digital banking
    • Loan options, rates

Use Cases & Benefits:

Grow Deposits & Protect Liquidity: 
A member transferring $1 million to another institution was guided to reinvest, increasing credit union deposits by $1.7 million.

Real-time Data & Strategic Decisions:
Data collaboration saved a credit union $180,000 by avoiding a dividend that had no member benefit.

Use Cases & Benefits:

Grow Deposits & Protect Liquidity:
A member transferring $1 million to another institution was guided to reinvest, increasing credit union deposits by $1.7 million.

Real-time Data & Strategic Decisions:
Data collaboration saved a credit union $180,000 by avoiding a dividend that had no member benefit.

Liquidity & ROAA

  • Understand member engagement, service quality in real time
  • Precisely manage ROAA, net worth
  • Enhance operational efficiency
  • Accelerate productivity
  • Proactively minimize liability, risk

Member Experience

  • Deepen member relationships and experiences
  • Gain broader insights for member-focused collaboration
  • Unlock opportunities for greater member engagement
  • Innovate ways to serve members in minutes
  • Avoid employees working with disjointed data
  • Ensure data quality and governance

IT Benefits

  • Cinchy does not disrupt current infrastructure
  • Reduce IT integration cost by 50%
  • Generate greater ROI on systems, processes
  • No additional security layers
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Use Cases & Benefits:
The Material Effect

Cinchy’s benefits on top-line revenue growth are numerous and materially significant. Simply put, Cinchy can be the difference between positive or poor earnings results. Remove data silos between CRM, ERP, and other Lead-to-Cash systems to maximize revenue potential.

  • Enable employee collaboration for more efficient revenue acquisition
  • Acquire data summary of true account status and progress
  • Instill unwavering accountability to avoid customer churn, raise GRR/NRR
Sales & Revenue Operations
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Build data products that support the most important aspects of your revenue operations.

  • CRM augmentation
  • Marketing automation
  • Lead, pipeline analytics
  • Revenue intelligence
  • Orders, billing, & payment
  • Comp reviews

Outcomes

  • Prospect/Customer 360
  • More selling, less data entry
  • Larger, faster deals
  • Greater win-loss, quota attainment
  • Accurate pipeline, forecasting
  • Intelligent pricing, discounting
Customer Success Operations
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Our Clients:

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Cinchy Website Design-18
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Our Clients:

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Primeway Logo
First Service Logo
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Our Clients:

Cinchy Website Design-13
Cinchy Website Design-18
Cinchy Website Design-14
Cinchy Website Design-15
Cinchy Website Design-16
Cinchy Website Design-17

Cinchy University

Your knowledge base for the latest news, perspective, and information regarding data collaboration and its material effect on your financial institution.

More Resources

How First Service Credit Union Liberates Data to Enable Real-Time Growth

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