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

Don’t Miss This Week’s 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 27, 2018

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