Asterisk Intelligence
Summary
This course gives credit union leadership a practical look into how they can observe trends, track activities, review profitability, and audit key factors driving their business. Through investigation of multiple tools, participants learn techniques to monitor member activity, understand the importance of internal controls, discover deficiencies they may have in their current practices, and maintain a satisfactory standard of operation.
Audience
This course is designed for top-level management staff but can be helpful for any credit union leader, from supervisor to vice president.
Objectives
By the completion of this course, participants will be able to:
List the tools that collectively form the suite of leadership dashboards
Set goals based on results found by reviewing dashboards
Identify methods used in analyzing dashboard data
Use dashboard data to improve credit union operations
Create a plan to track information and use it to increase profitability
Topics
This course covers the following topics:
- Member spending trends
- Internal controls
- Benchmarking activity
- Understanding member activity
- Understanding member preferences
- Understanding your membership
- Auditing and mining activity
- Key management tool categories:
- 5300 Call Report Tools
- Configuration Functions
- Collections Tools
- General Ledger Inquiry & Posting Tools
- Teller & Cash Analysis Tools
- Lending/Loan Account Tools
- Know Your Member Analysis Tools
- Management Analysis Dashboards & Inquiries
- Active Beta Development
- Management Forecasting Tools & Reports
- Marketing Processing & Analysis Tools
- File Maintenance Tools & Monitoring
