Proactive approach propels credit union

Marc-David Seidel, a professor at UBC’s Sauder School of Business, spoke to Business in Vancouver for an article about technology deployment that helps BlueShore Financial predict the needs of customers.

He stressed the importance of ensuring accurate data reviews and analysis.

“You can generate a report that looks very convincing, present it to senior management and shift the direction of the organization,” Seidel said.