"Prior to engaging with RDI, we were manually compiling our data through a labour-intensive process that was prone to human error. Our data models were static, and our reporting cadence was inconsistent and infrequent due to team capacity limitations. Upon engaging RDI, they were able to quickly assess our various data sources to lay out a roadmap for us to achieve our business intelligence and data reporting goals. Afterwards, they worked with our in-house technology team to build a scalable solution that will suit our needs well into the foreseeable future, identifying potential pitfalls and opportunities for future enhancements.

Our leadership team is engaging with our data more than ever and we have been able to leverage our business intelligence solution to make timely decisions with a far greater ability to analyze trends, predict future activities, and monitor key metrics for changes. We’re incredibly pleased with the results thus far and continue to leverage RDI’s expertise to compliment the skillsets of our internal tech team."

Isaiah Chan​​​​, Vice President, Programs & Services, Credit Counselling Society 

"RDI’s expertise in analytical model building has paved the way for us to continue to grow and develop our capacity to make data driven decisions in support of meeting our member needs"

Scott Webb, Director, Development and Integration, Kindred Credit Union 

"Our organization is a top 12 federally regulated bank in Canada. We were embarking on a transformative strategy and required a significant foundational build as well as strategic framework for analytic decision making. We decided to hire Roberts Advisory and we did not regret it. Merlyn’s advice and consulting was instrumental in helping us to develop all of the foundation and then strategic elements of a data analytics capability.

Initially we were stuck with where to start. Merlyn’s approach was very collaborative. He listened to our issues and quickly understood what our strategic objectives were. Tapping into his vast experience and expertise Merlyn set us on the right path to develop many differentiating tools and capabilities, including product and customer holistic profitability. We now have a robust and vivid reporting and forecasting of our analytics, which has led to vastly improved decision-making, which ultimately improves the product and service offers we have for customers, allows the organization to better measure and manage risks, and improve by a material amount the financial performance of our company.

Employees have been inspired to embrace analytics as a tool to assist in everything they do, and because of our analytical development we are now charting new horizons that were not considered possible just a few short years ago.

Merlyn is a thoughtful, empathetic, and respectful professional with an obvious passion for helping others succeed.

I would like to express my gratitude to Merlyn for helping us get started, and then proceed to develop and mature our analytical capabilities."

Don Coulter,  past President and Chief Executive Officer, Wyth Financial

"A big value add was often RDI applying visualization lessons gained from other clients into our business.  I think too much in terms of tables and spreadsheets and appreciated where RDI created drilldowns, filters and contextualised graphics to enhance the user experience and promote greater understanding of relationships.  At times, we didn’t know what was possible and RDI provided us with different views - which sometimes provided unique perspectives for us.  A good job also with providing more rigour to data governance over our BI data.

The data upload and refresh processes created were very easy, intuitive and visual.  We wanted our core metrics to be supported with much more granular information with easy to use drill downs.  Key metrics like retention, new sales, pipeline – we could drill into a few dimensions on what was driving change, what do the metrics look like if we could just change this one input.

Our build started with Finance documenting what the business needed for a suite of operating reports.  We took that to RDI and we demo’d their initial build back to the management team.  Somewhat iterative but we got to a working product very quickly.  Subsequent asks by the business have included the business at the very beginning of the build process as the business took a much more active role early on."

David Gaskin, Chief Financial Officer, ICBA

"Working with the RDI team has been a transformative experience for our business. Initially, we faced a significant challenge with customer retention and engagement, which was impacting our overall performance. We needed a comprehensive solution that could provide deep insights and actionable strategies to address these issues.

The RDI team brought exceptional domain expertise to the table. Their proficiency in data analysis, advanced reporting, and analytics was evident from the outset. They meticulously assessed our CRM systems and provided invaluable advisory services that were tailored to our specific needs. This level of customization and attention to detail set them apart from other potential partners.

One of the most significant benefits of collaborating with RDI was the tangible improvement in our business performance. The tools and approaches they implemented not only addressed our original gaps but also drove a substantial positive return on investment. Their insights enabled us to optimize our strategies and enhance customer experiences, leading to increased retention and satisfaction.

Choosing RDI over other partners proved to be a wise decision. Their commitment to our success, coupled with their unparalleled expertise, delivered results that exceeded our expectations. We are now better equipped to navigate the complexities of our market and achieve sustained growth."

Cindy Bennett, Chief Operations Officer, ABCU Credit Union