Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 23, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Don’t Miss This Week’s 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… Read more »

Feb 20, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Savings

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… Read more »

Feb 16, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Join the Asterisk Intelligence Team for a Dashboard Dive! CU*BASE Tool #595, our Loan Portfolio Analysis, can be used to organize your portfolio by loan category, purpose code, or security code, in order to align with your preferred reporting method.  Use this tool to view balances per category, active loan counts, and even insights into… Read more »

Feb 9, 2018

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