Jump into a Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive!

Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your configured dividend rates.  Learn how to take ACTION using this dashboard with integrated file creation and member outreach options.

Ask, See, Act, and Profit with the aid of Asterisk Intelligence!

Thursday, February 22

3:00 PM – 4:00 PM ET

Register Today

 

Don’t forget: if you would like to help co-host one of our Dashboard Dive sessions, you can earn a $25 gift card!  Click here to learn more.

Or, click here to view summaries of our upcoming Dashboard Dive sessions.