It’s Almost Time for a Dashboard Dive: Loan Write-Off/Charge-Off History

It’s Almost Time for a Dashboard Dive: Loan Write-Off/Charge-Off History

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This screen displays various information about the loan, such as the interest rate, payment frequency, and date opened, and is a summary of what the loan looks like at write-off or charge-off.  This should be used to ensure that you have accessed… Read more »

Sep 20, 2017

It’s Almost Time for a Dashboard Dive: Channel Activity by Member Age Group/Relationship Analysis

It’s Almost Time for a Dashboard Dive: Channel Activity by Member Age Group/Relationship Analysis

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This tool allows you to segment members by age group, and analyze up to five key ‘delivery channels’ through which these members are interacting with the credit union.  You can define up to seven different age groups and then break down activities… Read more »

Aug 30, 2017

Jump into a Dashboard Dive: Channel Activity by Member Age Group/Relationship Analysis

Jump into a Dashboard Dive: Channel Activity by Member Age Group/Relationship Analysis

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This tool allows you to segment members by age group, and analyze up to five key ‘delivery channels’ through which these members are interacting with the credit union.  You can define up to seven different age groups and then break down activities… Read more »

Aug 25, 2017

It’s Almost Time for a Dashboard Dive: Where Your Members Branch

It’s Almost Time for a Dashboard Dive: Where Your Members Branch

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This tool allows you to see which of your credit union branches receives the most member traffic.  This can help you to determine how your most popular branch might be carrying out their practices differently, so that you can replicate those sales… Read more »

Aug 23, 2017

It’s Almost Time for a Dashboard Dive: Products and Services per Member

It’s Almost Time for a Dashboard Dive: Products and Services per Member

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This dashboard allows you to track historical trends for Products per Member and Services per Member.  Compare the average of Products per Member over a designated period of time, for new members and long-term members.  You can also use this to gauge… Read more »

Aug 9, 2017