Jonathon Heath’s Post

Join our Technical Expert, Paul Travis, for an insightful session on enhacning your analysis workflows—no matter your experience level! Whether you're just starting out or looking to professionalize your process, we got you covered💡 #Catapult #Analytics #ProVideo

🚨 Reminder: Tactical Analysis Video Series – Series 2 Now Live! 🚨 Don’t miss out on this opportunity to sharpen your tactical analysis. Led by Paul Travis, former Head of Performance Analysis at Coventry City Football Club and now part of our Customer Success team, Series 2 dives deep into practical steps for optimizing your game strategy. 💡 Learn how data-driven decisions can elevate your team's performance and turn insights into victories. 👉 Watch the series now: https://bit.ly/3Ylxttn

It’s a great time to take a quick look at what we’ve achieved together and give ourselves a little pat on the back. Because if you don’t summarize your year, did it even happen? Check out our 2024 recap in the highlights below 👇

In our latest episode of VeleraTV, BCU Executive Vice President and Chief Operating Officer Jim Block and STCU Senior Vice President of Member Operations and Support Robyn Galtieri to discuss the importance of leveraging client feedback to develop Velera’s product journey, the need for credit unions to provide a consistent member experience across all channels and how investing in data can help predict member needs and preferences.

Continuing trend we see in the market….Turnover in a Payroll specialist. We are the solution with our Managed Payroll service. Real story below.

Are your QBRs worth your client’s time? Or yours? Too many Quarterly Business Reviews are boring, predictable, and forgettable. Your clients know it, and that’s why they reschedule, send someone unimportant, or skip altogether. But it doesn’t have to be this way. Join me for “Kickstart 2025 with QBRs that Drive Real Results,” a 30-minute session where I’ll show you how to turn your QBRs into can’t-miss meetings that: - Solve real client challenges before they become risks - Uncover opportunities for growth and expansion - Strengthen client relationships by aligning with their goals If your QBRs aren’t helping you retain clients and drive revenue, they’re wasting everyone’s time. Let’s fix that. Register here: https://buff.ly/4hTuYWW

Using Visual Tools to Turn Anxiety Into Clarity - Rob Sweas, Certified Financial Planner at Arete Wealth, on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/gEWmCHu6

Getting clarity on your vision is the key to success. I highly recommend Beacon of Light LA to help you in that journey!

🌟 Meet Dr. René Moolenaar, our Non-Executive Director at Crunch! With over 15 years of experience, he plays a key role in shaping our strategy and ensuring strong financial oversight. 💡 Discover his journey and contributions in our article! 👉https://ow.ly/tYln50Ulw57

"What are the most valuable assets in your organization? Well, the valuable assets are people. But even more valuable are the skills they’re picking up.” We’re kicking off the week with these inspiring words of wisdom from Mark Jackson. Check out the link in the comments to learn more about Nationwide’s data-driven skill-building strategy 👇