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Mark Portz

Mark Portz joined OnApproach in 2016 as a Marketing Specialist. He holds a Bachelor of Science in Business in Entrepreneurial Management and Public/Nonprofit Management from the University of Minnesota. Mark has diverse marketing experiences and his passion for not-for-profit organizations has led him to OnApproach, a CUSO dedicated to credit union success through a collaborative analytics ecosystem. Mark also works on the production team for the annual Analytics and Financial Innovation (AXFI) Conference.
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Recent Posts

SF Fire Credit Union Partners with OnApproach for Data Analytics and Digital Transformation

Posted by Mark Portz on Nov 15, 2018 10:57:00 AM

Minneapolis, MN (November 15, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce SF Fire Credit Union (San Francisco, CA) is the latest to join the collaborative credit union data integration and analytics ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

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Topics: New Client

Mixed Results for Future of Data Analytics in Credit Unions: 2018 Mid-Year Credit Union Data Analytics Survey Reveals Surprising Trends

Posted by Mark Portz on Nov 12, 2018 1:00:01 PM

Minneapolis, MN (November 12, 2018) – OnApproach and Best Innovation Group, Inc, an innovation catalyst and strategic consulting partner focused on strengthening and growing credit unions recently released the results of their semi-annual Data Analytics Survey. The results provide a state of the industry update regarding data analytics and adoption at credit unions. The survey is intended to help credit unions gain a deeper understanding of industry trends regarding data and digital strategies.

The original results of the 1st National Survey on Data Analytics and Decisioning Trends in the Credit Union Industry were published in early 2018 and the updated survey was open July and August of this year. A few key takeaways from the survey reveal that:

    • One-third of credit unions responding have holistically embraced data as strategically important.
    • One-third are moving forward slowly on a more departmental or project-by-project basis.
    • One-third do not view data as important to their business strategy.
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Topics: FinTech, Innovation

CU Rise Leverages the CU Analytics Ecosystem to Make Advanced Predictive Analytics a Reality for Credit Unions

Posted by Mark Portz on Oct 18, 2018 12:01:00 PM

Minneapolis, MN (October 18, 2018) - OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce the integration of CU Rise Analytics’ solutions to the CU Analytics Ecosystem. CU Rise Analytics, a Virginia-based, global CUSO providing data science and technology advancement solutions to credit unions, is now offering the Predictive Model Suite to M360 users, which consists of 3 predictive analytics models. CU Rise is also proud to announce that they have now made it possible for OnApproach M360 clients to do their own member “Householding”. The CU Rise Householding for M360 application is now available as an application and will be soon be featured in the CU App Store (www.cuappstore.com). The contributions of partners like CU Rise are key to the expanding the CU Analytics Ecosystem.

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Topics: Strategic Partnerships, Data Analytics

Centris Federal Credit Union Partners with OnApproach for Data Analytics and Digital Transformation

Posted by Mark Portz on Oct 11, 2018 10:57:00 AM

Minneapolis, MN (October 11, 2018) – OnApproach (www.onapproach.com), the leading provider of data analytics solutions for credit unions, is excited to announce Centris Federal Credit Union (Omaha, NE) is the latest to join the collaborative Credit Union Data Integration and Analytics Ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

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Topics: New Client

OnApproach Celebrates its 50th Client as Partners Federal Credit Union Selects OnApproach for their Collaborative Data Analytics Platform

Posted by Mark Portz on Aug 23, 2018 10:55:00 AM

Minneapolis, MN (August 23, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Partners Federal Credit Union (Burbank, CA) represents the 50th client to join the collaborative Credit Union Data Integration and Analytics Ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“To know our membership, it is imperative that we have a forward-looking, proven solution driving our analytics,” stated John Janclaes, CEO, Partners Federal Credit Union. “Leveraging the power of analytics has been a focus of the credit union and we have experienced some big wins in this area. As we look to the future, however, a collaborative platform solution will better enable us to meet our goals of enterprise and advanced analytics. Implementing OnApproach M360 Enterprise represents a massive element of executing our data strategy. Managing multiple systems has been challenging, but M360 will address these challenges, providing a single source data repository while installing access to a collaborative ecosystem for enhanced analytics. There is great value in collaboration, and we are excited to participate in the quickly growing CU Analytics Ecosystem.”

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Topics: New Client

University Credit Union Partners with OnApproach for Data Analytics and Digital Transformation

Posted by Mark Portz on Aug 15, 2018 11:12:00 AM

Minneapolis, MN (August 15, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce University Credit Union (Los Angeles, CA) is the latest to join the collaborative Credit Union Data Integration and Analytics Ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

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Topics: New Client

USE Credit Union Partners with OnApproach for Data Analytics and Digital Transformation

Posted by Mark Portz on Aug 7, 2018 11:54:00 AM

Minneapolis, MN (August 7, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce USE Credit Union (San Diego, CA) is the latest to join the collaborative Credit Union Data Integration and Analytics Ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“We are very excited to be working with OnApproach and advancing our analytics capabilities,” stated Jim Harris, President and CEO, USE Credit Union. “OnApproach M360 supports USE’s need to have a reliable, shared ecosystem for enhanced analytics.”

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Topics: New Client, Analytic Data Model

Financial Partners Credit Union Partners with OnApproach to Upgrade from Custom Data Warehouse to Scalable Collaborative Analytics Platform

Posted by Mark Portz on Aug 2, 2018 11:03:00 AM

Minneapolis, MN (August 2, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Financial Partners Credit Union (Downey, CA) is the latest to join the collaborative Credit Union Data Integration and Analytics Ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“Analytics has been a successful initiative at Financial Partners, but we realized we needed something more expansive than what we had built internally. We are very excited to engage OnApproach to take our capabilities to the next level,” stated Nader Moghaddam, President/CEO, Financial Partners Credit Union. “Our data warehouse helped us realize the potential value derived from member data, but any standalone warehouse solution has critical limitations. The need to effectively utilize predictive analytics made it apparent that the time was right for us to switch to a more scalable, advanced and forward-looking solution. M360 Enterprise and the CU Analytics Ecosystem will put us in the best position to further advance our analytic capabilities and ultimately provide the best possible experience to our growing membership.”

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Topics: Insight Platform, New Client, Collaboration, Analytic Data Model

Meritrust Credit Union Partners with OnApproach to Replace Data Warehouse with Scalable Collaborative Analytics Platform

Posted by Mark Portz on Jul 19, 2018 11:03:00 AM

Minneapolis, MN (July 19, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Meritrust Credit Union (Wichita, KS) is the latest to join the collaborative Credit Union Data Integration and Analytics Ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“Analytics is a strategic priority at Meritrust Credit Union,” stated James Nastars, President/CEO, Meritrust Credit Union. “We have been fortunate to have a technically qualified IT and Data Systems team capable of building and leveraging a custom data warehouse to service our analytics needs to this point. Meritrust’s data warehouse has helped us to realize the potential for analytics. It has also helped us to determine it is imperative to place ourselves in the best possible position to leverage data as we grow our organization. A fully functional standalone data warehouse is not enough to prepare for what’s ahead. OnApproach’s platform solution provides great opportunities to effectively collaborate with other credit unions, and scale with the continued growth of our organization, our members, and our data. We look forward to participating on the rapidly-growing M360 platform and taking our data capabilities to the next level.”

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Topics: New Client, Insight Platform, Analytic Data Model

AXFI Conference Announces the Winners of the 2018 AXFI Digital Transformation Showcase

Posted by Mark Portz on Jul 12, 2018 11:08:39 AM

Minneapolis, MN (July 12, 2018) – The Analytics and Financial Innovation (AXFI) Conference (http://www.axficonference.com/), the premier educational event for financial services professionals serious about analytics and financial innovation, is excited to announce the winners of the first ever AXFI Digital Transformation Showcase, hosted at the 2018 AXFI Conference.

The Digital Transformation Showcase provides a constructive forum for credit unions to share analytics practices and innovative ideas, so the entire industry can benefit from the collaborative efforts across the credit union movement. At the 2018 Analytics and Financial Innovation Conference, six finalists were selected to present their successes in the Digital Transformation Showcase; three credit unions for their analytics work products, and three other participants for their demonstrations of innovation in action. The criteria for selecting the winner in both categories included:

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Topics: AXFI Conference, Innovation, Digital, Data Analytics

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