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

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… Read more »

Sep 26, 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

Join Xtend’s October Webinars!

Join Xtend’s October Webinars!

Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Tuesday, October 1 2:00 PM – 2:30 PM ET Contact Center Service – Strengthen Relationships One Conversation at… Read more »

Sep 24, 2019