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 CU*BASE 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 CU*BASE 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
