Jump into a Dashboard Dive: Portfolio Analysis Dashboards

Jump into a Dashboard Dive: Portfolio Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #595 and #596, the Loan and Savings Portfolio Analysis Dashboards.  Reviewing balance changes and member participation in each of your configured share or loan products has never been easier!  Use these dashboards to review your portfolio positions… Read more »

Oct 28, 2019

Jump into a Dashboard Dive: Collections Dashboard

Jump into a Dashboard Dive: Collections Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #229, the Collections Summary Dashboard.  Accurate data is critical to managing your collections process.  Learn how to use this dashboard to generate insights into your delinquent loans, and how to leverage this information to improve your collections… Read more »

Oct 17, 2019

Don’t Miss This Week’s Dashboard Dive: Cross Sales Analysis Dashboard

Don’t Miss This Week’s Dashboard Dive: Cross Sales Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #320, the Cross Sales Analysis Dashboard.  Have you been considering incentivizing your staff for their successful cross sales?  Or looking for a way to run some ‘what if’ scenarios to estimate the costs of different incentive programs? … Read more »

Oct 14, 2019

Jump into a Dashboard Dive: Cross Sales Analysis Dashboard

Jump into a Dashboard Dive: Cross Sales Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #320, the Cross Sales Analysis Dashboard.  Have you been considering incentivizing your staff for their successful cross sales?  Or looking for a way to run some ‘what if’ scenarios to estimate the costs of different incentive programs? … Read more »

Oct 10, 2019

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Sep 30, 2019

Jump into a Dashboard Dive: Tiered Services Monthly Comparison

Jump into a Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Sep 26, 2019

Don’t Miss This Week’s Dashboard Dive: Channel Activity by Member Age Group

Don’t Miss This Week’s Dashboard Dive: Channel Activity by Member Age Group

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #200, the Channel Activity by Members Age Group dashboard.  Use this dashboard to study posted transactions through each of our configured transaction delivery channel.  Learn how to use this dashboard to review which transaction channels each specific… Read more »

Sep 23, 2019

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

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

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #200, the Channel Activity by Members Age Group dashboard.  Use this dashboard to study posted transactions through each of our configured transaction delivery channel.  Learn how to use this dashboard to review which transaction channels each specific… Read more »

Sep 19, 2019

RESCHEDULED – Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

RESCHEDULED – Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #460 and #592 the Concentration Risk by Member and Portfolio Analysis Concentration Risk Dashboards.  Understanding and managing risk exposure is critical to the health and sustainability of the credit union.  Learn how to use these dashboards to… Read more »

Sep 19, 2019

Don’t Miss This Week’s Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Don’t Miss This Week’s Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #460 and #592 the Concentration Risk by Member and Portfolio Analysis Concentration Risk Dashboards.  Understanding and managing risk exposure is critical to the health and sustainability of the credit union.  Learn how to use these dashboards to… Read more »

Sep 16, 2019