Member/Customer Profile Profitability Services for Credit Unions & Banks

  • Determines the most important and profitable products/services to offer your members

  • To understand which members will yield the highest revenue

  • Figure out how to acquire new profitable members at the lowest cost

  • Upsell- converting non profitable members into profitable members 

  • Refining relationship pricing and rewards programs

  • Reduce member abandonment

  • Compare member score attributes of one member to another (example- indirect loan member to SEG member

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A not for profit organization to further the honor and integrity of Thomas Jefferson, and to promote his vision and ideas and their application in our times and in the future.
To foster truth in all matters that touch upon the legacy of Thomas Jefferson


AWA can meet all of your civil engineering needs - from planning and surveying, design to bid, from governmental approval to construction, and finally to ribbon cutting, AWA is the firm you can count on to bring your project from vision to reality!  We provide an unprecedented level of client service, which is the foundation our company was built on over 55 years ago.


Having a nest egg gives you options (and yes, the larger your bank account, the more options). Want to switch careers, work part-time, or live in Costa Rica? Or just be sure you can maintain your current lifestyle for the rest of your life? Saving and investing today, gives you options for tomorrow.


At Stoneridge Dental we want to make your experience with our dentist as comfortable and pain-free as possible. Our dental suites are fitted with state of the art dental equipment, as well as design to give you a homey feel, as comfortable as you can be in a dentists office.


We offer comprehensive insurance and financial advice and risk management information to help you create and implement an affordable and balanced insurance program. We represent the best companies in the industry with powerful policy features like Claims Satisfaction Guarantee, Accident Forgiveness, and Deductible Rewards


Looking to develop your business but not sure where to turn? Need help planning or executing your next project? Let us guide you. Any organization can move forward with small incremental changes, but building for the future in today’s rapidly evolving environment means taking bold chances and making insightful decisions.


Data that you can use at your fingertips. It should tell you about customers, products, services, and the effects of the pandemic on bank performance.


"The simple truth is if you fail to focus on profitable members you'll fail in the ability to serve all members.”



[05_09_2013][19_48_48] Rod As George Luc


I am a proven sales hunter/closer that consistently exceeds quota.  I excel at generating new business opportunities via active prospecting by phone, email, and social media campaigns. I have a large, vetted database of bank and credit union executives. I’ve successfully negotiated multi-million dollar, long term contracts tech contracts. 

I effectively communicate the meaning, value, and advantages to non-technical, c-level decision-makers. I am savvy at working through the constellation of decision-makers and influencers in each deal. I’m particularly adept at dealing with ‘tough customers’ and solving thorny issues to close deals.  

I have sold consulting engagements and SaaS solutions in:

  • Data science, analytics projects, data warehouse set up and professional services 

  • Artificial Intelligence and machine learning tools.

  • Biometric face recognition identification systems 

  • Corporate password management system for corporate intranets (utility patent issued and sold)

  • Bank and credit union core systems 

  • SaaS and on-premise UNIX banking systems including core data processing solutions, mortgage, direct and indirect consumer lending platforms, mobile/ internet banking

  • Competent in AWS Cloud, networks, Windows and Mac o/s environments

My business knowledge instills confidence that my technology solutions can increase profits and grow assets. I have a deep knowledge of business operations, P&L responsibilities, and process improvement.




299 South Main Street
Suite 1300
Salt Lake City, UT 84111


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