It’s Almost Time for a Dashboard Dive: Teller Activity Tools

It’s Almost Time for a Dashboard Dive: Teller Activity Tools

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! These tools can be used to analyze teller activity for a certain period of time, and count audit key transactions (transactions that hit the teller drawer).  Use this dashboard to specify exactly which time blocks should be reported on the analysis, and… Read more »

Oct 11, 2017

It’s Almost Time for a Dashboard Dive: Learn from Peer Tools

It’s Almost Time for a Dashboard Dive: Learn from Peer Tools

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! The Learn-From-Peer Dashboards allow you to compare statistics with other credit unions across the network.  Use this series of tools to view how your Tiered Services are performing, your loan rates, online banking user activity, and much more, as compared to other… Read more »

Oct 5, 2017

Jump into a Dashboard Dive: Learn from Peer Tools

Jump into a Dashboard Dive: Learn from Peer Tools

Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! The Learn-From-Peer Dashboards allow you to compare statistics with other credit unions across the network.  Use this series of tools to view how your Tiered Services are performing, your loan rates, online banking user activity, and much more, as compared to other… Read more »

Sep 29, 2017

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